Head of Product and Supervising Portfolio Manager

4 weeks ago

Waterloo, 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. You will draw upon your extensive portfolio management experience to design, develop and lead a managed account platform and play a pivotal role in product strategy. Reporting to the President and UDP, Sun Life Canada Securities Inc. (SLCSI), this is a senior role focused on developing a high-performance team that will execute on our strategy and ensure we capitalize on the rapid changes in our industry. Responsibilities include the following:
**What will you do?**
- Reporting to the VP of Retail Wealth Enablement Sun Life and President and UDP of Sun Life Canada Securities Inc._
- Wealth Distribution Product Strategy_
- Play an integral role in the product approval committee.
- Review and advise on asset allocation in our model portfolios.
- Implement an investment research/analysis platform to support our advisor network.
- Unified Managed Account Platform_
- Design, develop and launch a UMA program that will evolve as the dealer grows.
- Design the infrastructure required for an MVP launch and plan for the future to scale the business
- Put in place a high-performing team that will operationalize the product strategy and UMA program.
- Supervision_
- Registered as Portfolio Manager and Supervisor of Managed Accounts
- Perform managed account approval and supervision requirements while building your team for the future
- Design, develop and launch an Associate PM program
- Work with investment advisors on investment selection and portfolio allocation
- Registration with CIRO as Supervising Portfolio Manager
- 15 years+ relevant investment dealer experience
- CFA designation preferred.
- Deep understanding of various investment product types and Investment portfolio construction skills is required.
- Familiarity with Portfolio Management platforms and ability to customize them to meet specific needs is an asset.
- Demonstrated presentation skills (advisor-facing presentations, either small group or main stage)
- English/French bilingualism is an asset
- Innovative leader, with transformation experience, who can manage significant ambiguity and constantly changing circumstances in a start-up environment.

**What do you need to succeed?**
- Proven track record of success, leading, developing and implementing business strategies requiring knowledge and understanding of the industry.
- Proven ability to partner with technology and other key stakeholder groups to implement complex systems/solutions.
- Strong problem solving and analytical skills and ability to understand broader impact of issues and risks.
- Demonstrated ability to lead and impact and influence large senior teams.
- Ability to identify, surface and drive resolution to issues, risks, or unforeseen constraints to ensure effective execution of the program initiatives.
- Proactive and self-motivated with strong problem-solving abilities to effectively prioritize in a diverse and fast paced environment

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**:
130,000/130 000 - 215,000/215 000

**Job Category**:
Sales - Distribution Support

**Posting End Date**:
29/03/2024

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