Director, Institutional Marketing

Posted 2 Days Ago
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North York, ON
Senior level
Fintech • Payments • Financial Services
The Role
The Director of Institutional Marketing at Sun Life Global Investments leads the marketing strategy for the Institutional business, working closely with teams to ensure alignment and success. Responsibilities include developing marketing strategies for products, managing content and thought leadership initiatives, and analyzing industry trends to inform strategic recommendations.
Summary Generated by Built In

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Reporting to the Head of Marketing, Sun Life Global Investments (SLGI), the Director, Institutional Marketing is responsible for leading and implementing the marketing strategy for SLGI in support of the Institutional business strategy and objectives.

What will you do:

  • Develop and lead the execution of a marketing strategy that ensures a consolidated and fully integrated approach to marketing that helps achieve the business objectives and sales goals and empowers the Institutional Sales team, Consultants, Plan Sponsors and Group Advisors
  • Establish and foster strong working relationships with Institutional leadership and the Sales team to ensure a fully-aligned and effective marketing strategy and solicit feedback to help measure successes and identify areas for improvement with regards to marketing initiatives
  • Establish and foster strong working relationships with GRS and CSC Marketing to ensure a fully-integrated and effective marketing strategy
  • Develop an in-depth and ongoing knowledge of SLGIs Institutional product line- and overall industry trends.
    • Obtain a thorough understanding of SLGIs Institutional products
    • Understand how the Institutional Sales team position and promote SLGI investment products
    • Keep abreast of the competitive landscape from a marketing trends perspective
    • Recognize and interpret industry trends and make recommendations for strategies that support the business in achieving their goals
  • Lead the development and execution of all new product support marketing strategies including tactical strategies, new marketing materials and landing pages (web) as well as the update of existing materials and tools
  • Lead the development and execution of new marketing strategies for the existing product shelf
  • Direct the creation and ongoing management of a content and thought leadership program aimed at building Sun Life Global Investments Institutional brand and promoting its investment products to institutional audiences
  • Build on the foundation of the ESG marketing content already established and lead the development of a robust focus on further promoting and building out of the ESG story
  • Work closely with the Brand, Advertising and Sponsorships team to optimize the Institutional advertising and events strategies
  • Identify measures of success (i.e. sales, assets, requests, etc.)

What do you need to succeed:

  • University degree in Business, Finance and/or Marketing with 8 years + experience within the investment industry
  • Completion of the CSC required
  • CFA charterholder or candidate/CIM designation preferred
  • Excellent knowledge and understanding of investment products, both Institutional and Retail
  • Demonstrated ability to develop investment product marketing strategies and positioning that ultimately contribute to an increase in sales
  • Excellent creative writing and communication skills
  • Self-confident and strong ability to work effectively and independently within tight deadlines, adapt to changing deadlines and ability to prioritize multiple deliverables within a cross-functional team environment with a variety of reporting levels and varying skills/competencies
  • Keen ability to influence and accomplish work through other people and functional departments
  • A positive leader who inspires high performance and leads by example
  • Flexible individual with creative problem-solving & strong analytical skills
  • Ability to confidently build relationships and effectively engage with junior colleagues through to senior executives

The Base Pay range is for the primary location for which the job is posted.  It may vary depending on the work location of the successful candidate or other factors.  In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.  Certain sales focused roles have sales incentive plans based on individual or group sales results. 

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

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].

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

105,000/105 000 - 180,000/180 000

Job Category:

Marketing

Posting End Date:

26/01/2025

The Company
Toronto, Ontario
499 Employees
On-site Workplace

What We Do

A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years

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