Managing Director, Chief of Staff, Office of CIO - 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, Chief of Staff, Office of CIO – SLC Management

WHAT IS IN IT FOR YOU

Reporting to the Chief Investment Officer (CIO), Sun Life, the Managing Director, Chief of Staff, Office of the CIO will work closely with the leadership teams in SLF and SLC to drive key initiatives and projects to enable business outcomes and drive growth for Sun Life.

Given the nature of the CIO, Sun Life position, and the connectivity and leadership accountabilities to both Sun Life Financial (SLF) and SLC Management (SLC), this role will be responsible for working closely with the CIO, Sun Life to maximize effectiveness, efficiency and execution of objectives as follows:  

• Support the CIO, Sun Life to manage content and drive key action items and initiatives within and across SLF and SLC

• This spans the strategic to the operational including managing content and driving action items that result from the priorities set by the various SLF & SLC initiatives through:
  • Tracking action items for the CIO, Sun Life
  • Supporting executive briefings and board related meetings
  • Collaborate with staff across the enterprise on special projects, acquisitions and initiatives.
  • Interfacing with internal and external partners on behalf of the CIO, Sun Life
• Oversee Director, Strategic Projects & Initiatives (1 direct report).

WHAT YOU WILL DO

• Manages multiple initiatives simultaneously to facilitate achievement of SLF & SLC Management’s strategic and operational goals.
• Apply consistent program and project management practices across projects including identifying and establishing key project objectives, timelines and milestones and developing appropriate performance metrics with the business sponsor(s) for program/project.
• Proactive stakeholder management and integration of change management methodologies
• Work collaboratively with peers, leaders and work stream leads to resolve issues and remove roadblocks.
• Clearly communicates current priorities and success metrics.
• Prepares CIO, Sun Life for and follows up on internal and external meetings. When needed, participates directly in meetings and follows up with the relevant parties.
• Represents the CIO, Sun Life acting as proxy as required.
• Maintains prioritized action plans for the CIO, Sun Life and pending deliverables, while addressing appropriate items themselves
• Facilitates collaboration across SLF, SLC Management and Affiliate companies; identifies and implements innovative solutions.
• Collaborates with other members of the Office of the CIO and SLC Strategy & Initiatives to oversee CIO, Sun Life strategic projects and initiatives

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
• M&A experience strongly preferred
• Proven experience managing a diverse portfolio of initiatives with competing deadlines
• Big picture thinker – ability to thi