Product Strategy Director

2 weeks ago


Old Toronto, Canada Sun Life Financial Full time

Sun Life Financial is seeking an experienced Product Strategy Director to join our team in Toronto, Ontario. This role will be responsible for leading the development and launch of a SMA and UMA program that will evolve as the dealer grows.

The ideal candidate will have 7+ years of investment dealer experience, with a proven track record of invoking change within large organizations. They will also have extensive knowledge of the investment industry, specifically within IIROC dealer member firms.

Key responsibilities will include supporting the Head of Product with the development and launch of the SMA and UMA program, operationalizing the product strategy for the UMA program, and playing an integral role in the governance of the dealer's product shelf.

The salary range for this position is $105,000 - $180,000 per year, depending on experience. If you are a dynamic leader with a passion for product strategy and management, we encourage you to apply.

Key Skills:

  • Investment dealer experience
  • IIROC dealer member firm experience
  • UMA/SMA or portfolio management platform experience
  • CFA or other investment-related post-graduate education
  • Deep understanding of various investment product types and portfolio construction skills

Benefits:

  • Anchored to our Purpose, our Sustainability Plan has three pillars which represent the areas where we have the greatest opportunity to drive positive impact in society
  • The opportunity to move along a variety of 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 the three pillars of your health – mental, physical, and financial

About Us:

Sun Life Financial is a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. We're a team of 30,000 across 26 countries, driving transformation, sustainability, and innovation for our Clients, employees, partners, and communities.


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