Director, Product Strategy

3 months ago

Toronto, 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.

Sun Life Canada has embarked on an exciting journey to expand its wealth management distribution platform to include full-service investment dealer capabilities. We are looking for an energetic leader who thrives in a fast-paced environment, has an entrepreneurial spirit and a proven track record invoking change within large organizations. The Director will leverage their extensive knowledge of the investment industry, specifically within IIROC dealer member firms. Reporting directly to the AVP, Head of Product, Sun Life Canada Securities Inc. (SLCSI), this is a senior role responsible for product strategy and the build out of our managed account, SMA/UMA program.

**What will you do?**
- Support the Head of Product with the development and launch of a SMA and UMA program that will evolve as the dealer grows
- Operationalize the product strategy for the UMA program
- Play an integral role in the governance of the dealer’s product shelf that includes:

- The development of product governance policies
- Manage the day-to-day functions for the product shelf and including firm level reporting to present to the product approval committee
- Assist with due diligence review of firms and individual products for approval on to the product shelf
- Interface with investment advisors on UMA/SMA and product training, investment selection and portfolio construction

**What do you need to suceed?**
- 7+ years of investment dealer experience
- Experience working within an IIROC dealer
- Familiarity with UMA/SMA or portfolio management platforms and ability to customize them to meet specific needs is an asset
- CFA or other investment related post-graduate education is an asset
- Deep understanding of various investment product types and portfolio construction skills is required
- University degree in Finance-related field is preferred
- Strong interpersonal skills in forming trusting, candid relationships with advisors, internal stakeholders, and investment teams
- Demonstrated presentation skills (advisor-facing presentations, either small group or main stage)
- English/French bilingualism is an asset

**What’s in it for you?**
- Anchored to our Purpose, our Sustainability Plan has three pillars which represent the areas where we have the greatest opportunity to drive positive impact in society: increasing financial security, fostering healthier lives, and advancing sustainable investing
- The opportunity to move along a variety of career paths with amazing networking potential
- Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years
- Wellness programs that support the three pillars of your health - mental, physical, and financial
- In 2024, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th consecutive year, leading Canadian insurers
- We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work
- We’re also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**Salary Range**:
105,000/105 000 - 175,000/175 000

**Job Category**:
Sales - Distribution Support

**Posting End Date**:
09/10/2024

  • Director of Product Marketing Strategy

    1 week ago

    Toronto, Ontario, Canada Notified Full time

    About the OpportunityNotified is seeking a seasoned Director of Product Marketing Strategy to join our team in Toronto, Canada. The successful candidate will be responsible for leading and transforming the product marketing and sales enablement functions, setting the go-to-market strategy and ensuring alignment across marketing, sales, and product teams.Key...

  • Director, Product Design

    2 months ago

    Toronto, Canada theScore Full time

    theScore, a wholly-owned subsidiary of PENN Entertainment, empowers millions of sports fans through its digital media and sports betting products. Its media app 'theScore' is one of the most popular in North America, delivering fans highly personalized live scores, news, stats, and betting information from their favorite teams, leagues, and players....

  • Insurance Product Strategy Director

    4 weeks ago

    Toronto, Ontario, Canada Bank of Montreal Full time

    Exciting Opportunity: Insurance Product Strategy DirectorWe are seeking a dynamic and strategic leader to join our team as an Insurance Product Strategy Director. This is a unique opportunity to drive business growth and customer satisfaction by developing and executing comprehensive product strategies that align with our company's overall vision.About the...

  • Director, Product Design

    2 months ago

    Toronto, Canada theScore Full time

    About the Role & Team The Director of Product Design & Strategy at PENN Entertainment is a critical leadership role positioned to significantly influence the user experience across our diverse and expanding digital platforms, including theScore, ESPN Bet, iCasino, and Penn Play. Reporting directly to the Head of Design & User Experience,...

  • Product Strategy Director

    2 weeks ago

    Old Toronto, Canada Sun Life Financial Full time

    Sun Life Financial is seeking an experienced Product Strategy Director to join our team in Toronto, Ontario. This role will be responsible for leading the development and launch of a SMA and UMA program that will evolve as the dealer grows.The ideal candidate will have 7+ years of investment dealer experience, with a proven track record of invoking change...

  • Strategy Director

    4 weeks ago

    Toronto, Canada Engine Digital Full time

    **Design Director Wanted** We’re a team of strategists, designers, engineers, and producers, driven by a shared mission to create innovative digital products, services, and experiences that help our clients unlock growth. If you’re up for that challenge, you should join us. **The Role** We believe that small, collaborative, and cross-functional teams...

  • VP Director

    3 months ago

    Old Toronto, Canada Director File Full time

    We have VP Director Job openings for a senior leadership role responsible for overseeing and guiding the strategic direction of a specific department or division within the organization. This role involves setting objectives, managing teams, and ensuring the achievement of key performance indicators to drive the company’s success.Key...

  • VP Director

    3 months ago

    Old Toronto, Canada Director File Full time

    We have VP Director Job openings for a senior leadership role responsible for overseeing and guiding the strategic direction of a specific department or division within the organization. This role involves setting objectives, managing teams, and ensuring the achievement of key performance indicators to drive the company’s success.Key...

  • Director, Strategy

    5 months ago

    Toronto, Canada SkiptheDishes Full time

    As the Director of Strategy you will lead the team that owns Skip’s core strategic development and execution. Your team will be responsible for helping craft, refine, execute, and track Skip’s core strategic pillars. You will work closely with (and report directly to) the Senior Vice President of North American Strategy for Just Eat Takeaway, focused on...

  • Product Strategy Manager

    1 week ago

    Toronto, Ontario, Canada Creative Niche Full time

    Job OverviewCreative Niche is seeking an experienced Director Of Product to lead a dynamic team in shaping the future of our client's emerging products and services. This role focuses on driving strategy and lifecycle management of innovative solutions designed to enhance financial solutions for businesses across various industries.You will have the...

  • Product Strategy and Development Director

    4 weeks ago

    Old Toronto, Canada Capital Group Full time

    Oversee Product Strategy and Development for CanadaWe are seeking a highly skilled Product Strategy and Development Director to lead our product strategy and development efforts in Canada. In this role, you will be accountable for developing and executing the product strategy and roadmap for our Canadian business.Key Responsibilities:Develop and Execute...

  • Director, Analysis

    4 weeks ago

    Old Toronto, Canada Director File Full time

    Reporting to the Senior Director of Threat Intelligence, you will be responsible for intelligence collection, analysis, and production. You will be assessing trends and providing recommendations to support end-users across the enterprise.Skills:Experience working within Threat Intelligence. A background in a Security Operations Center is nice to...

  • Product Strategy Director for Mid-Market and Enterprise Growth

    4 weeks ago

    Toronto, Ontario, Canada CLIO Full time

    Job DescriptionClio is seeking a seasoned Product Strategy Director to drive growth in the mid-market and enterprise segments. This key leadership role will be responsible for defining the vision and strategy for Clio's product portfolio, ensuring seamless execution across functions, and driving innovation that addresses market trends, customer needs, and...

  • Director, Strategy

    6 months ago

    Toronto, Canada Just Eat Takeaway.com Full time

    As the Director of Strategy you will lead the team that owns Skip’s core strategic development and execution. Your team will be responsible for helping craft, refine, execute, and track Skip’s core strategic pillars.You will work closely with (and report directly to) the Senior Vice President of North American Strategy for Just Eat Takeaway, focused on...

  • Director of Operations and Strategy

    4 weeks ago

    Toronto, Ontario, Canada BREEZECOME INC Full time

    Job Title: Director of Operations and StrategyWe are seeking a highly skilled and experienced Director of Operations and Strategy to join our team at BREEZECOME INC. As a key member of our leadership team, you will be responsible for leading the development and implementation of our organization's operational strategies.Key Responsibilities:Strategic...

  • Marketing Director

    2 weeks ago

    Old Toronto, Canada Agf Investments Full time

    Job DescriptionWe are seeking an experienced Marketing Director to lead our investment product strategies, driving growth and success across our global client segments.About the RoleThis is a senior leadership position that will oversee the development and execution of comprehensive marketing plans, initiatives, and campaigns to promote our investment...

  • Marketing Strategy Director

    2 weeks ago

    Old Toronto, Canada IDEOgram Full time

    At Ideogram, we're on a mission to make creative expression more accessible and efficient through AI tools.About the RoleWe're seeking an experienced Marketing Strategy Director to shape our growth strategy and marketing roadmap. This is a critical role that will ensure alignment between marketing efforts and business goals to drive company growth.The ideal...

  • Director, Threat Intelligence

    3 months ago

    Old Toronto, Canada Director File Full time

    Reporting to the Senior Director of Threat Intelligence, you will be responsible for intelligence collection, analysis, and production. You will be assessing trends and providing recommendations to support end-users across the enterprise.Skills:Experience working within Threat Intelligence. A background in a SOC is nice to have.Location: Toronto, Calgary, or...

  • Director, Strategy

    6 months ago

    Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Director, Product Pricing Strategy

    3 months ago

    Toronto, Canada PagerDuty Full time

    PagerDuty empowers teams of all kinds to do the critical work that moves business forward through the PagerDuty Operations Cloud. Visit our careers site to explore life at PagerDuty, discover opportunities, and sign-up for job alerts! As the Director, Product Pricing Strategy, you will be responsible for developing and driving company pricing strategy for...