Senior Manager, Institutional Sales Strategy (Ontario)

Senior Manager, Institutional Sales Strategy (Ontario)

30 Sep
|
Sun Life Financial
|
Ontario

30 Sep

Sun Life Financial

Ontario

Elevate your career at Sun Life as a Senior Manager in Institutional Sales Enablement, focusing on innovative strategies, governance, and operational excellence in a hybrid work model.

In this pivotal role, you will develop and maintain the institutional sales enablement strategy aligned with business objectives and client engagement goals. Collaborate with energetic teams to design scalable workflows and adopt best practices that drive operational efficiency and effectiveness across sales efforts. This position emphasizes strong project management and cross-functional teamwork to meet the evolving needs of institutional clients, ensuring Sun Life remains a leader in the financial sector.

Key Responsibilities:
• Develop the institutional sales enablement strategy and governance routines
• Design templates, playbooks, and onboarding resources for efficiency




• Collaborate with Marketing for accurate sales collateral and messaging
• Govern CRM standards and workflow management processes
• Identify AI-enabled solutions to enhance workflows and execution

Requirements:
• Bachelor’s degree in business, finance, or related field
• 5-7 years in sales enablement or related roles
• Strong knowledge of institutional investment products
• Proficiency with RFP and sales enablement platforms
• Excellent analytical and stakeholder management skills

Drive impactful sales initiatives and enhance institutional client relations at Sun Life, utilizing your expertise and leadership to foster a culture of success.
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📌 Senior Manager, Institutional Sales Strategy (Ontario)
🏢 Sun Life Financial
📍 Ontario

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