Wellesley Hills, Massachusetts, USA
11 days ago
Managing Director, U.S. Business Development – 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.

Job Description:

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

What is in it for you:

SLC Management’s business development strategy is focused on third-party asset management for Institutional Investors (Corporate and Public Defined Benefit and Defined Contribution plans, Endowments & Foundations, Taft Hartley, Healthcare, Sovereign Wealth Funds, and Sub Advisory channels). We are looking for a Managing Director, US Business Development to play a key role in the success of our distribution strategy.  SLC Management has four specialty managers split into two pillars – Fixed Income and Real Assets, and this role will focus primarily on Fixed Income while collaborating with others to distribute the entire SLC Management platform.

The role is dual-focused—responsible for covering prospects as well as consultants (by channel and/or geography) across the US.

The Managing Director will partner with functional leaders across SLC, including product management, portfolio management, client solutions, marketing and client relationships to help achieve SLC’s new business goals. The successful candidate will be a leader on the team, responsible for providing insights and recommendations to drive SLC Management’s distribution strategy and for developing more junior team members.

What you will do:

Help lead the development and execution of a strategic sales plan.Create a pipeline by building relationships with institutional investors and consultants within a defined region and/or channel.Raise awareness of SLC’s capabilities and investment solutions through targeted prospecting activities.Own the sales process through the entire cycle, from target market analysis, qualifying prospects, leading meetings, and follow-up.Take an active role in developing more junior distribution team members.Work with the marketing team to increase brand recognition among target audiencePartner with the Marketing Team on RFP responses; participate in developing and reviewing documents prior to submission.Develop and maintain knowledge across SLC’s full range of products and systems, including the strategies and market trends of all investment teams.Participate in growing SLC’s presence, proactively seek out information about competitors, market trends and investor needs.

What you need to succeed:

10+ years relevant experience in a business development/client relationship function working with institutional investors and consultants or relevant financial services experience.Must have series 7 or willingness to obtain within 6 months of hireProven track record of successful marketing to institutional investorsStrong fixed income knowledgeCFA designation (or in pursuit of) strongly preferred and Series 7 required or willingness to obtain.Understanding of institutional investment marketplace, portfolios, and productsExceptional 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 tenacious, winning attitude and highly charged, positive disposition.A willingness and ability to travel regularly.

For roles based in NY, the salary range for this position is $168k – $273k.  

We consider various factors in determining actual pay including your skills, qualifications, and experience.  In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits.  
 

Why SLC Management?

Opportunity to work for a growing global institutional asset managerExcellent 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 paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and moreRetirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement accountA flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeamThe opportunity to move along a variety of career paths with amazing networking potentialAward winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work” two years running

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.

Job Category:

Investment Sales & Service

We consider various factors in determining actual pay including your skills, qualifications, and experience.  In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits.

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.

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.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

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