Director of Field Marketing driving regional demand for Quandri’s AI - powered insurance software. Building scalable field programs, managing events and budgets, and growing a regional marketing team.
About the role
- Sun Life director leading advisor marketing, channel enablement and advisor experience across wealth and insurance. Driving advisor engagement, product adoption, client acquisition and sales growth.
Responsibilities
- Lead the strategy, planning and optimization of advisor-focused marketing, channel enablement and advisor experience initiatives across wealth and insurance businesses
- Translate business and product priorities into integrated strategies that strengthen advisor engagement, product adoption, client acquisition and sales growth
- Lead three people leaders and their teams across advisor marketing, channel strategy, learning, events and enablement
- Establish and lead an integrated advisor marketing and enablement strategy across wealth and insurance channels
- Translate business, distribution and product priorities into coordinated advisor engagement plans
- Serve as a strategic partner to senior leaders across Distribution, Marketing, Product, Sales and Advisor Development
- Set direction for advisor experience and enablement programs, including continuing education, webinars, conferences, events and scalable learning experiences
- Provide strategic leadership and governance for integrated marketing plans, campaigns and advisor communications
- Establish performance measures connecting marketing investments to advisor engagement, adoption, pipeline, sales impact and advisor satisfaction
- Lead and coach people leaders and teams while overseeing budgets, resource allocation, operational performance and compliance with brand, legal, regulatory and governance requirements
Requirements
- 10 or more years of progressive experience in financial services marketing, distribution strategy, channel marketing, advisor enablement or sales enablement
- Five or more years of people leadership experience, including experience leading people managers and their teams
- Experience leading integrated marketing and enablement programs in wealth management, insurance, banking or another financial services environment
- Experience developing advisor-facing growth, engagement or capability-building strategies and leading complex initiatives involving senior stakeholders and cross-functional teams
- Knowledge of advisor distribution models, client acquisition and retention, sales enablement, advisor development, campaign strategy and performance measurement
- Experience managing budgets and using data, insights and defined performance indicators to connect marketing investments with business outcomes
- Ability to communicate recommendations to senior leaders, influence across organizational boundaries, align partners around shared priorities and lead through change
- Bilingualism (French and English, both oral and written) required for Quebec only
- Experience supporting both wealth and insurance businesses is an asset
- Experience developing advisor conferences, continuing education programs, thought-leadership events or advisor learning initiatives is an asset
- Exposure to distribution, wholesaling or field leadership organizations is an asset
Benefits
- Opportunities to own your career development through continuous learning, skill-building and coaching
- A caring, supportive and inclusive culture
- A collaborative and interactive team environment
- Wellness programs that support mental, physical and financial health
- Choice and flexibility to work from both the office and virtually based on business, client and employee needs
- Eligible employees participate in various discretionary incentive plans, subject to individual and company performance
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