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Sun Life · 3 months ago

Managing Director, U.S. Business Development - SLC Management

Wellesley Hills, Massachusetts

Full-time

Hybrid

Senior Level, Lead/Staff

$172K/yr - $278K/yr

10+ years exp

Sun Life is a growing global asset management firm providing innovative investment solutions. The Managing Director, U.S. Business Development will lead the distribution strategy, focusing on building relationships with institutional investors and overseeing the sales process to achieve ambitious revenue targets.

FinanceFinancial ServicesInsurance

Culture & Values

Responsibilities

Partner with the BD team to create and implement a market segmentation strategy for the region

Develop a strategic sales plan and create a strong sales pipeline by building and nurturing relationships with institutional investors and consultants

Raise awareness of SLC’s capabilities and investment solutions through targeted prospecting activities

Contribute to achieving SLC Management’s ambitious sales and revenue targets

Own the sales process through the entire cycle, from target market analysis, qualifying prospects, partnering to manage RFP responses, leading meetings, and follow-up

Collaborate with the Client Relationships team to develop cross-selling opportunities with existing clients

Work with the Client Relationships team to negotiate contracts

Develop strong relationships with colleagues at affiliate companies to promote SLC Management’s full spectrum of solutions, to make referrals and to approach the market in an aligned and coordinated fashion

Take an active role in developing less experienced team members

Enhance SLC Management’s brand by effectively building relationships and presenting investment solutions to prospects, consultants and industry organizations through in person connection, written, verbal and electronic media

Develop and maintain knowledge across SLC’s full range of products and systems, including the strategies and market trends of all investment teams

Develop a presence in the region and proactively seek out information about competitors, innovative solutions, market trends and investor needs

Share this information with the team and support the development of new solutions and strategies

Qualification

Business DevelopmentInstitutional InvestorsFixed Income KnowledgeCFA DesignationFINRA Series 7 LicenseCommunication SkillsProject ManagementEmotional IntelligenceStrategic ThinkingTeam Player

Required

10+ years relevant experience in a business development/client relationship function working with institutional investors and consultants or relevant financial services experience

Must have FINRA Series 7 license or willingness to obtain within 90 days of your start date

Proven track record of successful marketing to institutional investors; driven to find the best solutions for prospects and clients

Understanding of institutional investment marketplace, portfolios, and products

Exceptional communication skills (written, verbal, and presentation) with the ability to ability to make clear recommendations, advise and influence

Ability to manage projects from start through completion

Excellent emotional intelligence; ability to nurture and grow relationships and collaborate with various stakeholders

Proven ability to think and perform strategically while keeping track of the details

A team player with a tenacious, winning attitude and highly charged, positive disposition

A willingness and ability to travel regularly