Associate Director, Investment Solutions

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship.  

We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset.  As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.

Visit our website to learn more and for the most up to date AUM information.

SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.

Job Description:

WHAT IS IN IT FOR YOU:

We are seeking an experienced and dynamic professional to join our Investment Solutions team at SLC Management as an Associate Director. In this role, you will play a crucial part in leading and managing key initiatives for Trade Operations, including client onboarding, product launches, and strategic projects focused on regulatory compliance and business transformation.

You will work closely with internal business partners and subject matter experts across the Trade Operations team to support various investment teams, including Public Fixed Income, Private Fixed Income, Derivatives, and Mortgage. Our Trade Operations team administers, coordinates, and services liquid and illiquid assets for Sun Life Insurance general accounts, SLC institutional clients, and private wealth accounts within SLC's Fixed Income Business.

WHAT YOU WILL DO: 

• Provide direction, guidance, and mentoring to a team that analyzes, interprets, and organizes data to support the operational readiness of various strategic initiatives

• Collaborate with Trade Operations leaders to fully understand processes and challenges in Reconciliation Controls, Data Operations, Middle Office, and Asset Servicing

• Liaise with business partners across the organization to understand the business needs of Client Reporting, Client Billing, Valuation, Performance Reporting, Finance, Asset Management, Compliance, and Legal

• Seek opportunities for innovative solutions to operational problems that help streamline activities and improve team efficiency

• Lead change management initiatives and provide operational assistance in the launch of new business products and processes

• Oversee the maintenance of operations process documentation and communications to relevant stakeholders

• Align team objectives with broader business needs and contribute insights to strategic planning

• Manage multiple projects and teams, delivering on team-level objectives

• Develop solutions for complex operational challenges and implement process improvements

WHAT YOU WILL NEED TO SUCCEED:

• Bachelor's degree in finance, accounting, or related field

• 7-10 years of relevant experience in operations within insurance or financial service industries

• Strong understanding of financial instruments and investment operations

• Excellent leadership and critical thinking skills, with a proven ability to drive outcomes and manage multiple projects simultaneously

• Advanced communication skills, demonstrating the ability to present technical information effectively to both technical and non-technical audiences and facilitate cross-functional communication

• Proficiency in MS Office products, especially advanced Excel skills (formulas, vlookups, pivot tables, power queries, VBA)

• Experience with reporting systems and tools such as BOXI or other report writing applications

• In-depth knowledge of risk management principles and regulatory compliance, showcasing strong business acumen

• Ability to multitask in a fast-paced, changing environment while maintaining focus on key objectives

• Experience using PAM, Aladdin, Bloomberg, Oracle, and other proprietary systems (preferred)

• Professional accounting/finance designation (e.g., CPA, CFA) is an asset

• Demonstrated problem-solving skills, with a track record of developing strategies for process improvement and implementing solutions to complex operational challenges

• Proven ability to align team objectives with broader business needs, understand interdependencies between different operational areas, and contribute to operational strategy

• Experience in leading cross-functional problem-solving initiatives and change management processes

Why SLC Management?

• Opportunity to work for a growing global institutional asset manager
• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
• Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
• A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
• The opportunity to move along a variety of career paths with amazing networking potential
• Award winning workplace culture - Great Place to Work Certified in Canada and the U.S., "Best Places to Work" by Glassdoor, Award for Excellence for Mental Health at Work, "Best Places to Work in Money Management" by Pension & Investments

SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.

Job Category:

Salary Range

We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.