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Sun Life Financial, Inc.

Managing Director, SLC Incentive Plans and Performance Analytics – SLC Management

Posted 8 Days Ago
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In-Office
New York, NY, USA
149K-387K Annually
Expert/Leader
In-Office
New York, NY, USA
149K-387K Annually
Expert/Leader
Lead end-to-end design, governance, administration, and analytics for annual incentive plans, equity compensation, and carried interest. Build forecasting and modeling infrastructure, manage plan lifecycle and systems implementation, produce executive- and board-level analyses, and partner with Finance, Legal, Tax, HR and vendors to ensure compliant, scalable programs that drive long-term firm performance and retention.
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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:

Managing Director, SLC Incentive Plans and Performance Analytics – SLC Management

What is in it for you:

This role is responsible for the end-to-end design, governance, administration, and analytics of the firm’s annual incentive plans, equity-based compensation, and carried interest arrangements. The position blends strategic plan design with rigorous financial modeling, forecasting, and operational delivery, ensuring incentive programs are competitive, analytically sound, scalable, and aligned with long-term firm performance and investor outcomes.

In this key leadership role, you will play a pivotal role in shaping our company's compensation philosophy and programs to drive employee engagement, performance, and retention.

You will partner closely with senior leadership, HR, cross functional teams (Finance, Legal, Risk, Compliance, Treasury etc.) and external vendors to develop, implement and administer innovative, business-oriented solutions with measurable outcomes that optimize our financial investment. Deliver a modern, compelling, and integrated incentive plans that drive performance and reward long-term value creation.

What you will do:

Incentive, Equity, and Carried Interest Plan Design

  • Lead the design and evolution of annual incentive plans, equity programs, and carried interest structures, ensuring alignment with firm strategy, performance objectives, and long-term value creation.
  • Develop and assess incentive frameworks, performance metrics, payout mechanics, vesting structures, and deferral features consistent with market practice and regulatory requirements.
  • Partner with Legal and Tax to ensure compliant plan design across jurisdictions and participant populations.

Plan Administration & Lifecycle Management

  • Oversee the full lifecycle delivery of incentive, equity, deferral, and carried interest plans—from grant and communication through vesting, payout, forfeiture, and settlement.
  • Ensure strong governance, documentation, and controls across all phases of plan execution.
  • Lead systems implementation for equity, deferred compensation, and carried interest plans, ensuring accurate configuration, scalability, and alignment with plan design and governance requirements.

Compensation Planning, Forecasting & Analytics

  • Lead compensation planning, forecasting, modeling, and reporting across incentive and long-term programs.
  • Design and build an automated analytics and forecasting infrastructure to support modeling, scenario analysis, accruals, and executive-level reporting.

Executive, Committee & Board Support

  • Develop high-impact analytics, modeling, and scenario analysis to support senior management, compensation committees, and Board-level discussions.
  • Translate complex compensation structures into clear, decision-oriented executive materials.
  • Support governance processes, approvals, and disclosures with analytically rigorous and defensible insights.

Cross-Functional Leadership & Stakeholder Management

  • Act as a key partner to Finance, Legal, Tax, HR, and senior business leaders, aligning incentive strategy with financial, regulatory, and talent objectives.
  • Lead complex initiatives involving multiple stakeholders and competing priorities, with a strong focus on execution and outcomes.
  • Monitor market trends and evolving best practices within asset management and financial services to continuously strengthen program design and competitiveness.

What you will need to succeed:  

  • 12+ years of progressive experience in incentive compensation, equity plans, carried interest, and compensation analytics, preferably within asset management, private markets, or financial services.
  • Strong command of financial modeling, forecasting, accruals, and analytics related to compensation expense and payouts.
  • Experience supporting executive leadership and board-level governance on compensation matters.
  • Demonstrated ability to balance strategic design with operational execution and system-driven delivery.
  • Proven cross-functional leadership skills with Finance, Legal, Tax, HR, and external vendors.
  • Advanced analytical and technical skills (Excel-based modeling, compensation systems, forecasting platforms, reporting tools)

For US applicants the full base salary range is $179,200.00 - $286,700.00 USD Annual.

For Canadian applicants the full base salary range is $148,700 - $208,200 CAD Annual.

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 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 more
  • Retirement 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 account
  • 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 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:

Human Resources

We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

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 [email protected].

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.

We do not require or administer lie detector tests as a condition of employment or continued employment.

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

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