Managing Director, U.S. Business Development - SLC Management
U.S. Bankruptcy Court - District of CT, Boston, Massachusetts, us, 02298
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.
Job description Position:
Managing Director, U.S. Business Development — SLC Management
What is in it for you 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.
Responsibilities
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.
What you need to succeed
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.
Why SLC Management?
Opportunity to work for a growing global institutional asset manager.
Excellent benefits and wellness programs for mental, physical and financial well-being, including generous vacation and sick time, paid family leave, a partially-paid sabbatical program, medical plans, life and AD&D insurance, and disability programs.
Retirement and stock purchase programs, including a 401(k) plan with employer match and an employer-funded retirement account.
Flexible work environment with a collaborative and inclusive culture focused on career growth.
Opportunities to move along a variety of career paths with strong networking potential.
Award-winning workplace culture and recognition for Great Place to Work, Best Places to Work in Money Management, and Top Places to Work in the Boston Globe (two years running).
SLC Management is a regulated business and requires preclearance for certain financial activities. Successful candidates may need to declare personal investment accounts and seek preclearance for future transactions.
Job category Investment Sales & Service
We are committed to pay transparency and equity. The base salary range is competitive, and compensation will reflect skills, qualifications, experience, and location. This role is eligible for a discretionary annual incentive and a broad range of benefits.
We strive to foster an inclusive environment where all employees feel they belong and are empowered to thrive. We encourage applications from qualified individuals from all backgrounds.
We will make reasonable accommodations for known physical or mental limitations. To request accommodations in the application process or in alternative formats, please email thebrightside@sunlife.com.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We do not require lie detector tests as a condition of employment or continued employment.
For applicants residing in California, please read our California Privacy Policy and Notice.
#J-18808-Ljbffr
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.
Job description Position:
Managing Director, U.S. Business Development — SLC Management
What is in it for you 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.
Responsibilities
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.
What you need to succeed
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.
Why SLC Management?
Opportunity to work for a growing global institutional asset manager.
Excellent benefits and wellness programs for mental, physical and financial well-being, including generous vacation and sick time, paid family leave, a partially-paid sabbatical program, medical plans, life and AD&D insurance, and disability programs.
Retirement and stock purchase programs, including a 401(k) plan with employer match and an employer-funded retirement account.
Flexible work environment with a collaborative and inclusive culture focused on career growth.
Opportunities to move along a variety of career paths with strong networking potential.
Award-winning workplace culture and recognition for Great Place to Work, Best Places to Work in Money Management, and Top Places to Work in the Boston Globe (two years running).
SLC Management is a regulated business and requires preclearance for certain financial activities. Successful candidates may need to declare personal investment accounts and seek preclearance for future transactions.
Job category Investment Sales & Service
We are committed to pay transparency and equity. The base salary range is competitive, and compensation will reflect skills, qualifications, experience, and location. This role is eligible for a discretionary annual incentive and a broad range of benefits.
We strive to foster an inclusive environment where all employees feel they belong and are empowered to thrive. We encourage applications from qualified individuals from all backgrounds.
We will make reasonable accommodations for known physical or mental limitations. To request accommodations in the application process or in alternative formats, please email thebrightside@sunlife.com.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We do not require lie detector tests as a condition of employment or continued employment.
For applicants residing in California, please read our California Privacy Policy and Notice.
#J-18808-Ljbffr