Associate, Institutional Sales and Client Support

2 weeks ago


Montréal, Canada Sun Life Full time

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Do you want to join a young and dynamic asset management firm? Sun Life Global Investments (SLGI) is one of Canada’s fastest growing institutional asset managers for Defined Contribution pension plans, helping Canadians close the retirement gap. Through external intermediaries including investment consultants and group advisors, SLGI markets its investment products primarily to plan sponsor clients of Sun Life’s Group Retirement Services (GRS) defined contribution (DC) business, and to plan members of Sun Life’s Client Solutions.

The Associate, Institutional Sales and Client Support will work closely with members of SLGI’s Institutional Business Development (BD) and Client Relationship (CR) team, and with its internal partners, including Product, Marketing, Compliance,etc., contributing exceptional support to the overall client acquisition and servicing efforts, as well as growth of the business.

The incumbent will manage regular day-to-day sales and client support responsibilities and deliver ad-hoc requests related to monthly and quarterly reporting, custom data/reports, meeting presentations, communications, requests for proposal/information, event management and maintenance of CRM (Salesforce) information. The individual will also be working in tight collaboration with the Marketing team on the creation of persuasive sales support tools and marketing collaterals.

**What will you do?**

Sales & Client Support and Communications
- Co-ordinate the completion of RFP/RFI requests, maintain and administer RFP database, update new responses and recommend enhancements to the existing ones
- Maintain the quarterly request log and visual board to ensure excellence in servicing
- Manage content residing in SLGI SharePoint (intranet) and Seismic (content management system).
- Help identify and implement new approaches to streamline processes to enhance client engagement and experience

Event Management and Project Coordination
- Manage roadshows on the national level and speaking opportunities at industry conferences
- Support the Institutional BD and CR team in event hosting and logistics, including internal and external training sessions
- Coordinate ad-hoc and special projects as required

Investment Information and Analytical Support
- Develop an understanding of SLGI Institutional capabilities and investment solutions
- Provide analytical support to BD and CR team for ad-hoc requests through the use of external data bases (MercerInsight, eVestment) and visual analytics platform (Tableau)
- Maintain and enhance the CRM database (Salesforce), and generate reports as required

**What do you need to succeed?**
- Understanding of sales and marketing processes preferably within the financial industry
- Excellent communication (written and verbal), collaborative and interpersonal skills
- Strong work ethic and desire for excellence
- Strong analytical, problem solving and organization skills
- Strong orientation to details and processes
- Creative, flexible, collaborative, diligent, and self motivated
- Ability to work proactively and with little supervision
- Ability to work under time constraints and meet deadlines
- Undergraduate Business or equivalent university degree required
- Minimum 3 years of work experience in the financial services industry, preferably in Institutional sales & client service disciplines
- Knowledge of the pension/institutional investment management business & investment products
- Experience in event management (in-person/virtual) including planning, coordination, and execution
- Experience with RFP/RFI processes and response databases is an asset
- Proficiency in the Microsoft Office Suite, particularly Excel and PowerPoint
- Advanced level of English and French required for Quebec applicants - interactions with English-speaking customers or partners
- Completion / pursuant of Canadian Securities Course (CSC), project management and/or relevant professional designation is an asset
- Some travel may be required

**What's in it for you?**
- A friendly, collaborative, and inclusive culture
- The opportunity to move along a variety of career paths with amazing networking potential
- Access to our Global Learning Centre (myLearningNavigator), available 24/7 for your learning needs
- Wellness programs that support the three pillars of your health - mental, physical and financial

**#LI-Hybrid**

At Sun



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