Associate Director, Global Insurance Group - 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 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 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:

Associate Director, Global Insurance Group - SLC Management

What is it for you:
The Associate Director, Global Insurance Group will serve a critical role supporting the SLC Global Insurance Group, which focuses on business development and relationship management.  The candidate will support the team in many areas, including business management and building internal relationships.  The candidate should be well organized, proactive, analytical, possess strong written and verbal communication skills, have experience of managing complex projects with multiple stakeholders as well as demonstrate a proven ability to multitask.  It is critical for the candidate to be an independent thinker and change agent.  Investment knowledge across private credit, real estate credit & equity, infrastructure, and public fixed income is a plus.   This is not an immediate client-facing role and doesn’t need to lead to a client-facing role. 

What you will do:

• Lead various business management related functions to ensure the team stays organized and operates in the most efficient manner possible
• Oversee the team’s use of Salesforce, the CRM system, by researching, implementing and monitoring best practices and developing and analyzing custom reports. Own prospect research and profile maintenance with Salesforce
• Maintain and update sales pipeline, wins tracker and territory segmentation reports to be reviewed at weekly sales meetings
• Support the team with reporting and communication-oriented tasks like budget monitoring and producing reports for the SLC sales and management teams
• Coordinate with the marketing team to help shape the direction and ensure timely execution and creation of marketing materials, conferences, events, etc.
• Work closely with the Insurance Client Solutions Team to develop bespoke client solutions, multi-asset strategies and thought leadership content.
• Explore ways to leverage sales and insurance industry data as effectively and efficiently as possible
• Support the sales process through the entire cycle from target market analysis and sales plan development to meeting preparation, follow ups and tracking key metrics
• Oversee the client and prospect meeting process, including research and preparation of materials
• Participate in the creation and review of RFP documents prior to submission

• Stay up to date on industry developments across asset management and insurance
• As the Associate Director gains knowledge and experience, she/he may have the opportunity to become more involved with communicating directly with prospects and consultants

What you need to succeed:

• 3+ years of relevant experience in an institutional asset management or consulting role;
• Proven ability to work collaboratively in a team oriented atmosphere;
• Strong organizational skills with the ability to manage complex projects within deadlines
• Exceptional communication skills (written, verbal, and presentation) with the ability to explain complex ideas in a simple way;
• Strong research skills with the ability to concisely synthesize information
• High-ene