Managing Director, Insurance Strategy, Office of Chief Investment Officer - SLC Management

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our history of organic and strategic growth reflects this commitment with over CA$374/US$283 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship.

We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner’s mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.

Visit our website to learn more and for the most up to date AUM information.

SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.

Managing Director, Insurance Strategy, Office of the CIO - SLC Management

WHAT IS IN IT FOR YOU

Reporting to the Chief Investment Officer (CIO), Sun Life, the Managing Director, Insurance Strategy, Office of the CIO will work closely with the CIO, Sun Life to optimize the capital efficiency of the asset strategy on behalf of the Insurance company.

This role will be accountable for working closely with the CIO, Sun Life to maximize the opportunities for the insurance company with a thorough understanding of optimizing capital through creative capital solutions.

WHAT YOU WILL DO

• Support the CIO, Sun Life to assess the strategy across asset classes and sectors on behalf of the Insurance company in alignment with its unique needs, risk appetite, and regulatory requirements.
• Be responsible for optimizing capital for General Account investments, which may include delivering value through creative capital solutions, and interfacing with internal and external partners. This includes:
  • Acting as a resource to determine how to structure, access and distribute capital both for SLF & SLC clients
  • Acting as a liaison with the SLC Management Client Solutions team and seek to optimize structures
• Work with Investment Strategist to stay abreast of new strategies or products through interaction with dealers, consultants, products, etc and assessing potential for use in the GA.
• Leverage the insurance strategy to play a broader role in boosting risk-adjusted returns in the short and/or long-term under the guidance of the CIO, Sun Life.
• Evaluate the liabilities and seek opportunities to find synergies between the asset managers and the insurer, and provide expert guidance on managing Sun Life’s portfolio to drive the asset strategy.

• Collaborate with staff across the enterprise, and including other members of the Office of the CIO on special projects, acquisitions and initiatives
• Manage multiple initiatives simultaneously to facilitate achievement of SLF & SLC Management’s strategic and operational goals.
• Oversee direct report(s)

WHAT YOU WILL NEED TO SUCCEED:

• MBA, CFA or advanced degree preferred
• 10+ years of asset management and investment experience, strategic planning, project management and/or implementation
• Insurance strategy experience strongly preferred
• Extensive market knowledge and understanding of capital efficiency
• Proven experience managing a diverse portfolio of initiatives with competing deadlines
• Big picture thinker - ability to think strategically and creatively to help grow the business over the long-term and through changing environment; also able to navigate the detail to ensure flawless execution.
• Strong planning ability to prioritize work in alignment with organization strategic goals.
• Analytical and a data driven decision-making mindset
• Operates with a high level of integrity. Knows what information is sensitive and maintains discretion and confidentiality.

Why SLC Management?

• Opportunity to work for a growing global institutional asset manager
• Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
• Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
• A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
• The opportunity to move along a variety of career paths with amazing networking potential
• Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments

SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.

Salary Range

The Base Pay range is for the primary location of the job. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible 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.

We are committed to fostering a diverse, equitable and inclusive environment, where all employees feel valued, respected, and supported. We are dedicated to building a diverse workforce offering wide perspectives and creative ideas that benefit our clients, teams and the communities where we operate. Research shows that women and underrepresented groups tend to apply only if they meet 100% of the criteria. We encourage applications from qualified individuals from all backgrounds even if they don’t meet every criteria in the job description.

We will make reasonable accommodations to known physical or mental limitations. 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.

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