Associate, Institutional Sales and Client Support
2 days ago
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 in the Defined Contribution industry. It primarily markets its funds to plan sponsor clients of Sun Life’s Group Retirement Services (GRS) defined contribution (DC) business and to Sun Life’s Client Solutions (rollover) area.
The Associate, Institutional Business Development and Client Relationship will work closely with members of SLGI institutional team and its partners including: Product, Marketing and the Institutional Business Development (BD) and Client Relationship (CR) team. This role will provide sales and Client, investment information and analytical support
The incumbent will manage and deliver initiatives related to Client and sales monthly and quarterly reporting, ad-hoc data reports, meeting presentations, communications, requests for proposal/information, event management and maintenance of CRM (Salesforce) information. They 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_
- 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
- Maintain SLGI SharePoint (intranet), Institutional Wiki, and documentation on the website
- Help identify new approaches to streamline processes to help enhance client engagement and experience
- Event Management and Project Coordination _
- Manage the institutional national roadshows and speaking opportunities at industry conferences
- Support the Institutional BD and CR team hosting events, including internal and external training sessions
- Coordinate ad-hoc and special projects
- Investment Information and Analytical Support_
- Develop an understanding of SLGI Institutional capabilities and investment solutions
- Provide analytical support to BD and CR team for adhoc requests through the use of internal and external data bases such as Mercer Insight and eVestment
- Maintain and enhance the CRM database (Salesforce), and able to generate quarterly reports as required
**What do you need to succeed?**
- Strong attention to details and high level accuracy
- Creative, innovative thinker, self-starter and self-learner
- Experience and knowledge of the pension/institutional investment management business & investment products a requirement and genuine interest for the investment industry
- Strong analytical, problem-solving and continuous skills
- Excellent communication, influencing and interpersonal skills
- Ability to be flexible and able to adapt to obstacles in a frequently changing environment
- Ability to work proactively and with little supervision
- Understanding of sales and marketing processes and environment
**Requirements**:
- Undergraduate Business or equivalent university degree required
- Canadian Securities Course (CSC), industry related-courses, working towards CFA or similar professional designation is an asset
- Minimum 3 years of work experience in the financial services industry, preferably in Institutional Sales & Client Support
- Bilingual proficiency (English and French) spoken and written is an asset (at least comfortable working with French document (formatting and familiarity with some investment terminology)
- 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
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**:
50,100/50 100 - 81,900/81 900
**Job Category**:
Sales - Distribution Support
**Postin
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