Director, Institutional Business Development & Client Relationship, Western
Job in
Calgary, Alberta, T3S, Canada
Listing for:
Sun Life
Full Time
position
Listed on 2026-01-01
Job specializations:
-
Sales
Client Relationship Manager, Business Development
-
Business
Client Relationship Manager, Business Development
Job Description & How to Apply Below
Job Description
:
There are many reasons why Sun Life Global Investments (SLGI) has become one of the fastest-growing institutional and retail managers in Canada – and the strength of our parent company is just one of them. Our culture is built on working smarter, solving problems together, and embracing fresh perspectives to drive meaningful outcomes.
We see possibility in every challenge and work together to drive real, lasting impact. Now in our 15th year as an asset manager and with over $60B in AUM (Institutional & retail), including our broader Sun Life Global Investments (SLGI) businesses, we continue to focus on developing innovative solutions that help Clients manage risk and achieve financial security. With big goals ahead, we’re looking for bold, driven professionals to help shape what’s next.
You’re looking for a career with purpose. We’re here to help you thrive. Build your future with us –and invest in a career that invests in you.
We’re looking for a dynamic, business development and client-focused leader to champion our brand and solutions across Western Canada. As Director of Institutional Business Development & Client Relations, you’ll be at the forefront of building deep, strategic relationships with investment consultants, group retirement advisors, and plan sponsors—driving growth and elevating SLGI’s presence in the institutional investment space.
This is more than a business development and client relations role — it’s a chance to shape the future of retirement solutions in Eastern Canada, working alongside top-tier teams across SLGI, Sun Life Group Retirement Services (GRS), and SLC Management.
What You’ll Do
Develop and execute annual business plans to drive pipeline growth, close sales, and strengthen Client retention across Western Canada.Build and manage a coverage strategy for investment consultants and group plan advisors.Identify and pursue new opportunities with plan sponsors, in partnership with internal teams (GRS Client Relations, Business Development and Investment Solutions Teams, and SLC Management) to.Amplify SLGI’s brand visibility through regional roadshows, client events, and strategic communications.Deliver compelling presentations at pension and investment committee meetings, showcasing the value of SLGI’s solutions—including Sun Life Delegated DC offering.Collaborate with fellow regional Directors to achieve national sales goals.Serve as a trusted advisor to our largest plan sponsors—ensuring proactive engagement and annual touchpoints.Respond swiftly to RFPs, information requests, and ad hoc inquiries with support from our Client & Sales Support team.Lead quarterly training sessions for Financial Services Consultants of the Sun Life Client Solution Center to keep our internal teams aligned and informed.What You Bring
10+ years of proven success in institutional business development and client relationship management.Deep understanding of investment products, pension plans, and the group retirement landscape.Exceptional communication, influencing, and presentation skills.Strategic mindset with a passion for solving client challenges and driving results.Proficiency in tools like Salesforce and eVestment.Bilingual (French & English) – essential for engaging with clients and partners across Eastern Canada.Your Background
University degree in business, finance, or a related field.CFA and/or ASA designation is a strong asset.Licensing as required for specific markets.
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