About this role

Develop and execute annual business plans to drive pipeline growth, close sales, and strengthen Client retention across Western Canada.
Build and manage a coverage strategy for investment consultants and group plan advisors.
Identify and pursue new opportunities with plan sponsors, in partnership with internal teams.
Amplify SLGI’s brand visibility through regional roadshows, client events, and strategic communications.
Deliver compelling presentations at pension and investment committee meetings.
Serve as a trusted advisor to our largest plan sponsors.

10+ years of proven success in institutional business development and client relationship management.
Deep understanding of investment products, pension plans, and the group retirement landscape.
Exceptional communication, influencing, and presentation skills.
Strategic mindset with a passion for solving client challenges and driving results.
Proficiency in tools like Salesforce and eVestment.
University degree in business, finance, or a related field.
CFA and/or ASA designation is a strong asset.
Licensing as required for specific markets.

Director, Institutional Business Development – Client Relationship

Key skills