Strategic Product Management Lead

4 weeks ago


Old Toronto, Canada Sun Life Financial Full time

At Sun Life, we are on a mission to help our clients achieve their long-term financial goals. We are seeking a highly skilled Data Asset Management Director to lead our product strategy and management efforts.

Sun Life Financial has embarked on an ambitious journey to expand its wealth management distribution platform. In this senior role, you will be responsible for the build out of our managed account, SMA/UMA program, including developing product governance policies and managing the day-to-day functions for the product shelf.

You will also assist with due diligence reviews of firms and individual products for approval onto the product shelf. Additionally, you will interface with investment advisors on UMA/SMA and product training, investment selection, and portfolio construction.

To succeed in this role, you will need 7+ years of investment dealer experience, with expertise working within an IIROC dealer. Familiarity with UMA/SMA or portfolio management platforms is an asset, as is CFA or other investment-related post-graduate education.

We offer a competitive salary range of $105,000 - $180,000 per year, as well as a unique Sabbatical Program that gives you the opportunity to take up to 6 weeks off every five years. Our wellness programs support your mental, physical, and financial health, and we are proud to be recognized as one of the Best Workplaces in Canada.

This role requires strong interpersonal skills, with the ability to form trusting relationships with advisors, internal stakeholders, and investment teams. You will also need demonstrated presentation skills, with the ability to deliver advisor-facing presentations. English/French bilingualism is an asset.



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