Product Strategy Director

6 days ago

Kitchener, Ontario, Canada Sun Life Full time
Job Title: Director, Product Strategy

Sun Life Canada is seeking a seasoned leader to drive the development and launch of a managed account program, leveraging their extensive knowledge of the investment industry and experience working within IIROC dealer member firms.

Key Responsibilities:

  • Support the Head of Product in developing and executing a product strategy for the UMA program
  • Operationalize the product strategy, including the build and management of a SMA/UMA program
  • Play a key role in the governance of the dealer's product shelf, including the development of product governance policies and management of day-to-day functions
  • 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

Requirements:

  • 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
  • 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 We Offer:

  • A dynamic and supportive work environment
  • Opportunities for career growth and development
  • A competitive salary range of $105,000 - $175,000
  • A comprehensive benefits package
  • Professional development opportunities

How to Apply:

Please submit your application, including your resume and cover letter, to [insert contact information].

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