Senior Manager, Institutional Sales Enablement — Hybrid

Sun Life; Calgary; Hybrid; CAD 80,000 - 128,000; Full time

Job summary

Sun Life Global Investments in Canada seeks a seasoned sales enablement professional to design and govern the institutional enablement operating model, materials, and CRM standards.

You will partner with Marketing, Product and Legal to ensure materials are accurate and aligned with client needs, while scaling playbooks, templates and onboarding resources. This hybrid role emphasizes governance, data quality, and platform stewardship.

Qualifications

• Bachelor’s degree in business, marketing, finance, or related field.
• 5–7+ years in sales enablement, institutional sales, marketing, or related roles in financial services.
• Strong understanding of institutional investment products and client needs.

Responsibilities

• Develop and govern institutional sales enablement strategy, standards, and governance routines.
• Design scalable playbooks, templates, workflows, onboarding resources, and adoption routines.
• Own the sales activation framework, analytics, and cross‑functional feedback with Marketing and Product.
• Govern CRM standards, reporting definitions, and data-quality expectations across the team.
• Partner with Legal, Compliance, Portfolio Management, and Marketing to ensure alignment with regulations and brand.

Skills

Sales enablement

CRM systems

Project management

Stakeholder management

Data governance

Financial services knowledge

Education

Bachelor’s degree in business, marketing, finance, or related field

Tools

CRM

RFP platforms

Workflow tools

Content management

Job description

Sun Life Global Investments in Canada seeks a seasoned sales enablement professional to design and govern the institutional enablement operating model, materials, and CRM standards.

You will partner with Marketing, Product and Legal to ensure materials are accurate and aligned with client needs, while scaling playbooks, templates and onboarding resources. This hybrid role emphasizes governance, data quality, and platform stewardship.