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

Overview

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are a subsidiary of Sun Life and offer a full spectrum of solutions for a growing institutional client base of more than 1400 organizations, with over CA $387/US $286 billion in assets under management (AUM).

We are a performance-driven organization with a development-focused, inclusive culture built around our Core Values: client obsessed, valuing each other, acting with speed, and having an owner's mindset. We offer a rewarding work environment with opportunities for growth and development.

Position: Managing Director, U.S. Business Development — SLC Management

SLC Management’s business development strategy focuses on third-party asset management for institutional investors across defined benefit and defined contribution plans, endowments & foundations, Taft-Hartley, healthcare, sovereign wealth funds, and sub-advisory channels. This senior distribution role sits within our Fixed Income team and focuses primarily on investment grade public and private fixed income, while collaborating across the SLC Management platform to support the distribution strategy.

The role covers both prospects and consultants (by channel and/or geography) across the US.

• Market Segmentation and Prospecting: Partner with the BD team to create and implement a market segmentation strategy for the region. Develop a strategic sales plan and build a strong pipeline by nurturing relationships with institutional investors and consultants. Raise awareness of SLC’s capabilities and investment solutions through targeted prospecting.
• Sales: Contribute to achieving sales and revenue targets. Own the sales process from target market analysis, qualifying prospects, managing RFP responses, leading meetings, and follow-up. Collaborate with the Client Relationships team to develop cross-selling opportunities and negotiate contracts.
• Collaboration: Develop strong relationships with colleagues at affiliate companies to promote SLC’s full spectrum of solutions and to coordinate market approach. Develop less experienced team members.
• Market presence and brand: Enhance SLC Management’s brand by building relationships and presenting investment solutions to prospects, consultants and industry organizations in person, and through written and electronic media.
• Product knowledge: Develop and maintain knowledge across SLC’s full range of products and systems, including strategies and market trends of all investment teams.
• Market intelligence: Develop a regional presence and seek information about competitors, solutions, trends and investor needs. Share this information with the team to support new solutions and strategies.

• 10+ years of relevant experience in a business development or client relationship role working with institutional investors and consultants, or other related financial services experience.
• FINRA Series 7 license or willingness to obtain within 90 days of start date.
• Proven track record of marketing to institutional investors; drive to find the best solutions for prospects and clients.
• Strong fixed income knowledge; experience within investment grade private credit is strongly preferred.
• CFA designation (or in pursuit of) strongly preferred.
• Understanding of institutional investment marketplace, portfolios, and products.
• Exceptional communication skills (written, verbal, and presentation) with the ability to make clear recommendations and influence others.
• Ability to manage projects from start through completion.
• Excellent emotional intelligence; ability to nurture and grow relationships and collaborate with stakeholders.
• Strategic thinker who also pays attention to detail; team player with a tenacious, positive disposition.
• Willingness and ability to travel regularly.

For US-based applicants, the base salary range is $171.5k – $278.5k.

• Opportunity to work for a growing global institutional asset manager.
• Excellent benefits and wellness programs for mental, physical and financial well-being,…