Senior Manager, Institutional Sales Enablement

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Sun Life Global Investments — where ambition meets opportunity!

There are many reasons why we’ve become one of the fastest-growing retail and institutional asset managers in Canada — and the strength of our parent company is just one of them. Our culture is built on working smarter, solving problems together, and embracing fresh perspectives to drive meaningful outcomes.

We see possibilities in every challenge and work together to drive real, lasting impact. Now in our 15th year as an asset manager and with over $40B in assets under management across institutional and retail markets, we continue to focus on developing innovative solutions that help clients manage risk and achieve financial security. With big goals ahead, we’re looking for bold, driven professionals to help shape what’s next.

You’re looking for a career with purpose. We’re here to help you thrive. Build your future with us — and invest in a career that invests in you.

The Senior Manager, Institutional Sales Enablement owns the strategy, standards, governance, tooling, playbooks, workflows, and adoption model that enable consistent execution by the Institutional Sales team. This role is accountable for designing, maintaining, and continuously improving the institutional sales enablement operating model, including toolkit governance, workflow standards, platform adoption, sales activation frameworks, reporting definitions, process documentation, and the process optimization roadmap.

Reporting to the Director, Institutional Sales Enablement, this role acts as a key connector across Institutional Sales, Marketing, Product, Portfolio Management, Operations, Compliance, and Innovation to improve sales effectiveness, strengthen client and prospect engagement, and enhance process consistency. The role governs sales activation frameworks, partners with Marketing on institutional campaigns and core collateral, leverages technology to improve sales workflows, and equips the business to support plan sponsors, group advisors, consultants, and other institutional investment audiences more consistently and effectively.

Key Responsibilities

Sales Enablement Strategy, Standards & Operating Model

• •Develop and maintain the institutional sales enablement strategy, operating model, standards, and governance routines aligned with institutional business priorities, sales priorities, and client engagement goals
• •Design scalable playbooks, templates, workflows, scripts, onboarding resources, and adoption routines that improve consistency, efficiency, and effectiveness across Institutional Business Development and Client Relationship activities
• •Own the sales activation framework, calendar, campaign enablement approach, and feedback loops with Marketing and Product for institutional products, market updates, campaigns, and strategic initiatives
• •Measure enablement effectiveness, adoption, data quality, activity trends, and process consistency to identify gaps and priorities for continuous improvement

Collateral Governance, Toolkit & Sales Activation

• •Partner with Marketing to develop and govern core institutional collateral, campaign materials, market updates, messaging architecture, toolkit standards, and version control
• •Provide Institutional Sales feedback to Marketing and Product to ensure materials are accurate, relevant, timely, and aligned with client, consultant, advisor, and plan sponsor needs
• •Own the sales enablement toolkit, including onboarding materials, training resources, playbooks, scripts, pitch support, and standard collateral
• •Standardize content governance routines and distribution processes for institutional sales materials, product updates, and client communications to improve operational discipline, consistency, and version control

Platform Governance, Workflow Design & Process Optimization

• •Own the workflow management operating model, intake rules, prioritization criteria, workflow standards, and reporting routines for enablement-related activity
• •Govern CRM standards, required fields, reporting definitions, dashboard logic, adoption routines, and data-quality expectations across the institutional sales team
• •Own RFP response platform governance, content library standards, workflow design, SME engagement model, and continuous improvement roadmap
• •Identify, test, govern, and scale responsible AI-enabled solutions that enhance workflows, content development, reporting, and client-facing execution

Data Standards, Reporting Definitions & Cross-Functional Governance

• •Establish and maintain institutional data standards, reporting definitions, quality expectations, and governance routines for business development, consultant relations, and client reporting needs
• •Develop and maintain recurring process documentation, business routines, and enablement reporting standards that support consistent execution
• •Partner with Legal, Compliance, Portfolio Management, Product, Marketing, Operations, and Innovation to ensure enablement activities meet regulatory, brand, governance, and operational requirements
• •Act as a cross-functional connector to align priorities, clarify decision rights, and improve accountability across institutional sales enablement activities

This role is accountable for designing, governing, enabling, and measuring the institutional sales enablement operating model. Day-to-day request fulfilment, client/prospect customization, presentation assembly, live RFP coordination, report production, and service delivery are owned by Institutional Sales Support.

Qualifications

• •Bachelor’s degree in business, marketing, finance, or a related field
• •5–7+ years of experience in sales enablement, institutional sales, marketing, business operations, platform governance, or related roles within financial services, asset management, or the institutional market
• •Strong understanding of institutional investment products, Canadian pension and retirement markets, and the needs of plan sponsors, consultants, group advisors, and institutional clients
• •Proficiency with sales enablement, CRM, workflow, RFP, and collaboration platforms, with experience supporting platform adoption, governance routines, reporting standards, and process improvement
• •Practical understanding of responsible AI applications that can improve sales workflows, content development, reporting, process consistency, and client engagement
• •Excellent project management, analytical, problem-solving, communication, and stakeholder-management skills
• •Proven ability to influence cross-functional partners, manage competing priorities, clarify decision rights, and drive adoption, governance, and process consistency in a fast-paced, matrixed environment
• •Strong commercial orientation and client focus, with demonstrated ability to build credibility with internal partners and understand the needs of institutional clients, consultants, group advisors, and plan sponsors
• •As this position is posted i