Managing Director, U.S. Business Development – SLC Management

Sun Life Financial, Inc.; Wellesley (MA); On-site; USD 171,500 - 278,500; Full time

Benefits offered by this job

Generous vacation and sick time

Flexible work environment

401(k) with employer match

Job summary

Sun Life Financial, Inc. is seeking a Managing Director for U.S. Business Development within SLC Management. This vital role focuses on creating a market strategy, achieving sales targets, and building client relationships in the fixed-income sector.

The ideal candidate will have at least 10 years of experience, possess a FINRA Series 7 license, or be willing to obtain one, and have a strong understanding of institutional investors. A commitment to exceptional service and strategic solutions is crucial.

Qualifications

• 10 years of relevant experience in business development or client relationship functions.
• Proven track record of successful marketing to institutional investors.
• Ability to manage projects from start through completion.

Responsibilities

• Create and implement a market segmentation strategy.
• Contribute to achieving sales and revenue targets.
• Enhance brand by building relationships and presenting investment solutions.

Skills

Business development

Client relationship management

Fixed-income knowledge

Strategic thinking

Communication skills

Education

CFA designation (or in pursuit)

FINRA Series 7 license

Job description

Managing Director, U.S. Business Development – SLC Management

We are looking for a Managing Director, Business Development, to play a key role in the success of our distribution strategy. This senior distribution role will sit within our Fixed Income team and will focus on investment grade public and private fixed income while collaborating across the platform.

Reporting to functional leaders and partnering with product, portfolio, client solutions, marketing and client relationships teams to achieve new business goals.

What you will do:

• Market Segmentation and Prospecting: Partner with the BD team to create and implement a market segmentation strategy, develop a strategic sales plan, build and nurture relationships with institutional investors and consultants, and raise awareness through targeted prospecting.
• Sales: Contribute to achieving sales and revenue targets, own the full sales cycle from target analysis to RFP responses, lead meetings, follow up, and cross‑sell opportunities with existing clients; negotiate contracts with the Client Relationships team.
• Collaboration: Build strong relationships with affiliate companies to promote solutions, make referrals, and approach the market in an aligned coordinated fashion; develop less experienced team members.
• Market presence and brand: Enhance brand by building relationships and presenting investment solutions to prospects, consultants and industry organizations through in‑person connection, written, verbal and electronic media.
• Product knowledge: Develop and maintain knowledge across SLC’s full range of products, strategies and market trends of all investment teams.
• Market intelligence: Build a presence in the region, proactively seek competitor and market information, share with team, and support new solutions and strategies.

What you need to succeed:

• 10 years relevant experience in business development or client relationship functions with institutional investors and consultants or financial services.
• FINRA Series 7 license or willingness to obtain within 90 days of start date.
• Proven track record of successful marketing to institutional investors; driven to find best solutions for prospects and clients.
• Strong fixed‑income knowledge; experience within investment‑grade private credit preferred.
• CFA designation (or in pursuit) strongly preferred.
• Understanding of institutional investment marketplace, portfolios and products.
• Exceptional communication skills (written, verbal, and presentation) with ability to make clear recommendations, advise and influence.
• Ability to manage projects from start through completion.
• Excellent emotional intelligence; ability to nurture and grow relationships and collaborate with stakeholders.
• Proven ability to think and perform strategically while keeping track of details.
• A team player with a tenacious, winning attitude and highly charged positive disposition.
• Willingness and ability to travel regularly.

Compensation

For US based applicants the base salary range is $171.5k – $278.5k.

Benefits

• Opportunity to work for a growing global institutional asset manager.
• Excellent benefits and wellness programs, generous vacation and sick time, paid family, parental, adoption leave, partially‑paid sabbatical program, medical plans, company‑paid life and AD&D insurance, disability programs.
• Retirement and Stock Purchase programs including a 401(k) plan with employer match and employer‑funded retirement account.
• Flexible work environment with inclusive culture focused on career growth and development.
• Career path opportunities with networking potential.
• Award‑winning workplace culture – Great Place to Work® Certified in Canada and the U.S., recognized by industry publications.

SLC Management is a regulated business; all employees must declare personal investment accounts and securities investments and seek pre‑clearance on future transactions, including those of household members.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

We do not require or administer lie detector tests as a condition of employment or continued employment.

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