Director, Group Retirement Services Marketing Strategy

Sun Life Financial; Waterloo; Hybrid; CAD 105,000 - 180,000; Full time

Job summary

A leading financial services company seeks a Director of Marketing Strategy for its Group Retirement Services, to enhance client relationships and drive business growth through comprehensive marketing strategies. The ideal candidate will possess extensive marketing experience, particularly in digital channels, and a strong understanding of the investments or retirement services market.

Benefits

Flexible hybrid work model

Pension, stock and savings programs

Great Place to Work certifications

Professional development opportunities

Collaborative and inclusive culture

Competitive salary and bonus structure

Qualifications

• 10+ years of experience in marketing, focusing on digital channels.
• Proven track record of successful go-to-market plans.
• Experience in financial services, specifically with personal or group investments.

Responsibilities

• Develop comprehensive marketing plans for Group Retirement Services.
• Analyze market trends and customer insights to inform strategies.
• Lead a team and work with cross-functional partners on marketing efforts.

Skills

Digital marketing

Customer relationship management

Leadership

Analytical skills

Education

Bachelor's degree in Marketing, Business, or a related field

Tools

Digital marketing tools and platforms

Job description

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:

We seek a digitally savvy leader with a growth mindset to drive the client-centric marketing strategy for our Group Retirement Services (GRS) business. This team will help deliver on Sun Life’s ambition of helping Canadians achieve lifetime financial security, as we help clients save for important life moments.

The Director of Marketing Strategy for GRS is responsible for developing marketing strategies that deepen relationships with clients (“plan members”) and retain those transitioning from their workplace retirement savings plans.

This role requires a strategic thinker with proven experience in digital channels, customer relationship management and in building go-to-market plans that drive business results. The ideal candidate will also have an understanding of the investments or retirement services market, strong leadership skills, and the ability to collaborate across a matrixed organization to achieve business objectives.

Key Responsibilities:

• Develop comprehensive marketing plans to promote the value proposition of our GRS offerings for plan members – with the goal of delivering a better experience for members and helping them save more for their important life goals.
• Drive high velocity planning and execution cycles to generate relevant leads for both digital and human advice channels and adapt rapidly to competitor actions.
• Leverage business priorities, segmentation & other data, channel planning, together with content creation & deployment capabilities to ensure delivery of relevant messaging in the right channel at the right time. Ensure value propositions are clear and concise for plan members.
• Be the subject matter expert with solid understanding of personal and workplace investments, and how this experience fits in Sun Life’s larger client strategy.
• Partner with Client Research & Insights team to understand root Client needs to align messaging, content and channel with target market that optimizes reach and maximize engagement
• Analyze market trends and customer insights to inform marketing strategies, identify growth opportunities and develop optimal engagement journey paths by client segments. A/B test and iterate content to continually optimize both client and business outcomes.
• Collaborate with business owners, product development, and other departments to ensure alignment of marketing efforts with business goals.
• Work in partnership with Agile Delivery team on the creation of marketing materials, including digital content, collateral, and presentations.
• Monitor and report on the performance of marketing activity, using data and trends to optimize future efforts.
• Lead a team and work with cross-functional partners from the business, digital, data & technology and other marketing areas to deliver on these efforts
• Ensure compliance with industry regulations and company policies in all marketing activities.

What will you need to succeed?

• Bachelor's degree in Marketing, Business, or a related field.
• 10+ years of experience in marketing, with a focus on digital channels and in deepening relationships with existing clients.
• Experience in financial services, specifically with personal or group investments.
• Proven track record of developing and executing successful go-to-market plans, with the ability to quantify business impact of this work.
• Proficiency in digital marketing tools and platforms; ability to analyze data and make informed decisions.
• Strong leadership and team management experience.
• Excellent communication and interpersonal skills.
• Bias for action and creative problem solving, test and learn growth mindset, and analytics-based decision making.

As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position includes managing both French and English-speaking staff (Quebec and outside Quebec) and providing daily support to the team.

What’s in it for you?

• Great Place to Work Certified for Most Trusted Executive Team in Canada – 2025, 2024 and 2023
• Great Place to Work Certified for Best Workplaces in Canada - 2025
• Canada Order of Excellence for Mental Health at Work certification from Excellence Canada. Sun Life is one of only four companies in Canada to ever receive this certification – 2024
• Top Work Places for Remote Work – Monster Canada - 2024
• Great Place to Work Certified for Best Workplaces in Canada – 2024 and 2022
• Great Place to Work Certified for Best Workplaces for Women in Canada - 2024
• Flexible hybrid work model. #LI-Hybrid
• Pension, stock and savings programs to help build and enhance your future financial security
• Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
• A friendly, collaborative and inclusive culture
• Be part of our continuous improvement journey in developing the next greatest digital enterprise experience.
• Competitive salary and bonus structure influenced by market range data
• The opportunity to move along a variety of career paths with amazing networking potential

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 [e-mail] .

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 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:

14/07/2025