Senior Manager leading mutual fund and ETF product marketing for Sun Life Global Investments’ Retail channel. Developing launches, positioning, collateral, and go-to-market strategies.
Responsibilities
Lead the development and execution of product marketing strategies for mutual fund and ETF wealth solutions for the Retail channel
Manage product launches, updates, regulatory filing marketing support, and investment solution-specific materials including brochures, websites, videos, and presentations
Collaborate with Product Management, Product Development, Compliance, Sales, Digital Marketing, Design and Creative, and Investment Communications teams
Develop ongoing knowledge of the product lineup, industry trends, competitive landscape, financial markets, and global economic trends
Understand and support how Retail Sales teams and advisors position and promote investment solutions
Interpret industry trends and recommend business-supporting strategies
Recommend marketing tactics such as sales collateral, product positioning, advertising, email campaigns, and webinars
Build go-to-market strategies, align tactics, and develop marketing materials and web landing pages
Update and refine marketing collateral, web content, and tools
Manage multiple projects and ensure timelines are met
Develop and execute marketing strategies for the existing product shelf
Build relationships with Retail Sales, solicit feedback, and measure marketing success
Identify success measures including sales, assets, and requests
Requirements
Previous experience within the financial services industry, specifically the investment area
Demonstrated ability to develop product marketing strategies and positioning that contribute to increased sales
Mutual fund and/or ETF marketing or product management experience
Excellent creative writing and communication skills
Ability to work effectively and independently within tight and changing deadlines
Ability to prioritize multiple deliverables within a cross-functional team environment
Excellent project management skills
Creative problem-solving and strong analytical skills
Ability to build relationships and engage with junior colleagues through senior executives
Bachelor’s degree in Commerce, Finance, or Marketing
Minimum 6 years of investment product marketing and/or product management experience in the financial services industry
Solid understanding of investment products, specifically mutual funds and ETFs
Completion of the CSC required
CFA charter holder or candidate/CIM designation preferred
Strong teamwork and collaboration skills
Professional and tactful in client dealings
Ability to influence and accomplish work through other people and functional departments
Ability to assimilate information from varied sources and make recommendations
High proficiency in MS Office, including Excel, Outlook, Word, and PowerPoint
Benefits
Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections.
A collaborative and interactive team environment
Charitable giving through our You Give, We Give program, with matching contributions in many cases
Care Days available for self-care or care of others
Sick Days to support your well-being
Hybrid work with flexibility to work from the office and virtually based on business, client, and employee needs
Incentive plans for eligible employees, with discretionary payment subject to individual and company performance
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