Director, Product Strategy & Management, Sun Life Canada Securities

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Sun Life Canada has embarked on an exciting journey to expand its wealth management distribution platform to include full-service investment dealer capabilities. We are looking for an energetic leader who thrives in a fast-paced environment, has an entrepreneurial spirit and a proven track record invoking change within large organizations. The Director will leverage their extensive knowledge of the investment industry, specifically within IIROC dealer member firms. Reporting directly to the AVP, Head of Product, Sun Life Canada Securities Inc. (SLCSI), this is a senior role responsible for product strategy and the build out of our managed account, SMA/UMA program.

The build out of SLCSI is set on three foundational pillars, Platform, Product and Support. This role will touch all three but have heavy focus on the Product pillar. It is here that the candidate will support the AVP on the enterprise-wide product strategy and the development of a managed/discretionary account program that will include the build and management of a SMA/UMA program.

What will you do?

• Support the Head of Product with the development and launch of a SMA and UMA program that will evolve as the dealer grows
• Operationalize the product strategy for the UMA program
• Play an integral role in the governance of the dealer's product shelf that includes:
  • The development of product governance policies
  • Manage the day-to-day functions for the product shelf and including firm level reporting to present to the product approval committee
• 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

What do you need to suceed?

• 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 is an asset
• 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's in it for you?

• 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: increasing financial security, fostering healthier lives, and advancing sustainable investing
• 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
• In 2024, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th consecutive year, leading Canadian insurers
• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work
• We're also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

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 thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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

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