Strategic Investment Management Lead
3 weeks ago
We are seeking a seasoned professional to join our team as a Product Development Director in Toronto, Ontario. This exciting role offers the opportunity to make a meaningful impact in the lives of individuals, families, and communities.
About the Role:
This is a senior position responsible for product strategy and development within Sun Life Canada's wealth management distribution platform. The successful candidate will be responsible for managing the day-to-day functions of our product shelf, including firm-level reporting to present to the product approval committee.
Key Responsibilities:
- Developing product governance policies
- Managing the product shelf, including firm-level reporting
- Assisting with due diligence reviews of firms and individual products
- Interface with investment advisors on UMA/SMA and product training, investment selection, and portfolio construction
What We're Looking For:
- 7+ years of experience in investment dealer operations
- Experience working within an IIROC dealer
- Familiarity with UMA/SMA or portfolio management platforms
- CFA or other investment-related post-graduate education is an asset
- Strong interpersonal skills and ability to form trusting relationships with stakeholders
- Demonstrated presentation skills
- English/French bilingualism is an asset
Why Join Us?
- Anchored to our Purpose, our Sustainability Plan has three pillars: increasing financial security, fostering healthier lives, and advancing sustainable investing
- The opportunity to move along various 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 your mental, physical, and financial health
- Opportunity to work with a dynamic team of experts in their fields
Compensation Package:
The salary range for this role is $105,000 - $180,000 per year, depending on experience and qualifications.
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