AVP, Head of Marketing, Retail & Institutional

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:

Sun Life Global Investments is seeking a forward-thinking, commercially driven marketing leader to define and execute our marketing strategy across retail and institutional channels. Reporting to the President of SLGI, you will shape how advisors, clients, and institutional partners engage with our brand, products, and platforms, driving growth through integrated go-to-market strategies, digital transformation, personalization, and AI-enabled marketing capabilities. 

This highly visible leadership role sits at the intersection of distribution, product innovation, and advisor and institutional client experience, with enterprise-wide impact. 

What You Will Do: 

Enterprise Marketing Strategy & Commercialization 

• Define and execute integrated marketing strategy across retail and institutional channels aligned to business priorities 
• Lead go-to-market planning and commercialization for SLGI's full product shelf (mutual funds, managed solutions, ETFs, target date funds, segregated funds, annuities and GICs) 
• Drive advisor acquisition, activation, retention, and product adoption through multi-channel strategies 
• Partner with Sales, Product, Events, and senior leadership to translate commercial priorities into impact 

Advisor & Institutional Client Experience 

• Design end-to-end advisor and institutional client journeys across lifecycle stages (awareness, onboarding, engagement, growth, retention) 
• Develop segmented engagement strategies tailored to channel, client type, and growth opportunity 
• Deliver differentiated, client-centric experiences that strengthen relationships and improve business outcomes 

Digital Engagement, Automation & Personalization 

• Own digital strategy across web, mobile, email, social, events, and emerging channels 
• Advance a connected marketing ecosystem leveraging marketing automation, CRM, and data platforms to deliver personalized advisor and institutional client journeys 
• Champion experimentation, optimization, and continuous improvement through analytics and testing 
• Identify and scale AI-enabled solutions that enhance targeting, content relevance, and performance 

Brand, Content & Thought Leadership 

• Elevate SLGI's market presence through differentiated thought leadership and strong brand positioning 
• Collaborate with Global and Canadian Marketing to strengthen cohesive SLGI brand positioning 
• Communicate compelling storytelling that simplifies complex investment concepts 

Analytics, Performance Management & Insights 

• Establish OKRs, KPIs, and attribution models that track marketing ROI and contribution to business growth (earnings, net sales, engagement) 
• Leverage data insights to inform strategy, optimize performance, and improve outcomes 
• Build transparent reporting and dashboards to support executive decision-making 

Compliance & Governance 

• Ensure all marketing activities align with regulatory requirements, privacy standards, and enterprise governance 
• Partner with Legal, Compliance, and Risk teams to balance innovation with disciplined execution 

Team Leadership & Capability Development 

• Lead and develop a high-performing team across product marketing, digital marketing, and client engagement 
• Foster accountability, collaboration, innovation, and continuous improvement 
• Drive operating model evolution and build future-ready capabilities in digital, data, and AI-enabled marketing 

What You Bring:

• Experience & Leadership -12+ years progressive marketing experience in asset management, wealth management, or financial services - Proven success leading multi-channel, integrated marketing strategies with measurable business outcomes - Strong track record in product marketing, commercialization, and advisor-facing marketing - Experience leading cross-functional teams (sales, product, digital, data, governance) and influencing senior stakeholders in matrixed organizations - Deep knowledge of Canadian investment landscape, advisor distribution models, and institutional sales cycles (RFPs, due diligence) 
• Digital, Data & Technology Expertise - Expertise in lifecycle marketing, digital engagement, personalization, and campaign orchestration - Experience with MarTech stack design and integration (e.g., Salesforce CRM, Adobe, Pardot or equivalent) - Strong analytical mindset with experience in client data architecture, taxonomy, and data governance - Ability to translate data into actionable insights and build KPI frameworks and dashboards 
• Future-Ready Capabilities - Understanding of evolving advisor expectations and digital engagement trends - Experience leveraging AI and emerging technologies to enhance marketing effectiveness and operational efficiency - Experience in team development, digital fluency, and modern marketing operating models - Ability to balance innovation with governance in regulated environments 
• Education - University degree in Marketing, Business, Communications, or related field - Advanced degree or industry designation (MBA, CFA, CIM, CSC) is an asset 

What Sets You Apart:

• Enterprise thinker with strong commercial acumen and growth mindset 

• Data-driven decision-maker who connects strategy to measurable outcomes 

• Innovative leader passionate about transforming advisor and client experiences 

• Confident influencer who aligns diverse stakeholders around shared vision 

• People leader who inspires high performance and continuous learning 

As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

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].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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

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