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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading go-to-market strategies and developing consumer-facing wealth management marketing strategies, with a strong focus on strategic communications and value proposition development. Proven ability to govern cross-functional launches and align marketing initiatives to drive growth and member engagement.
Highest-signal resume keywords
Go-To-Market StrategyDemand GenerationStrategic CommunicationsValue Proposition DevelopmentBilingualism in French and English
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Market PositioningMarketing Investment AnalysisConsumer-Facing Marketing StrategiesEvidence-Based RecommendationsPerformance TargetsROI MeasurementTeam LeadershipCross-Functional CollaborationMember Insights AnalysisCompetitive Positioning
Soft Skills
LeadershipCommunicationStrategic ThinkingCollaborationDecision-Making
Industry Keywords
Group RetirementIndividual Wealth ManagementBankingFinancial ServicesMarketing StrategyMember EngagementGrowth OpportunitiesThought LeadershipInvestment SolutionsMarket Strategy
About the role
Key responsibilities & impact- Lead the Group Retirement Services market strategy, narrative, value proposition and go-to-market strategy
- Translate GRS objectives into roadmaps for priority segments, audiences, competitive positioning, routes to market and growth opportunities
- Develop differentiated value propositions and audience-specific messaging
- Establish marketing investment priorities, performance targets and ROI measurement discipline
- Lead demand generation and align with Business Development on lead qualification, hand-offs and follow-up
- Align Corporate Marketing and Communications, CXO and member marketing mandates and decision responsibilities
- Shape strategic communications, thought leadership, executive messaging and external communications
- Govern cross-functional launches for new products, investment solutions and innovations
- Turn sponsor needs, member insights, competitor positioning and channel feedback into evidence-based recommendations
- Lead and develop a team of over 10 marketing and communications professionals
- Represent GRS on Sun Life marketing strategies and initiatives to advance growth, retention and member engagement
Requirements
What you’ll need- University degree or post-secondary education
- 10+ years of relevant industry experience
- Experience in Group Retirement, Individual Wealth Management, Banking, or related financial services sectors
- Experience leading go-to-market strategy, demand generation and marketing investment analysis
- Experience developing consumer-facing wealth management marketing strategies informed by member insights
- Expertise in strategic communications, value proposition development, market positioning and go-to-market leadership
- Banking and/or wealth management experience preferred
- Must be able to travel on a regular basis
- Bilingualism in French and English, both oral and written, required for Quebec positions
Benefits
Comp & perks- Hybrid work arrangement with flexibility to work from the office and virtually
- Incentive plans, with payment subject to individual and company performance
- Sales incentive plans for certain sales-focused roles
- Accommodation support during the application process
- Opportunities for growth and development with supportive leaders and colleagues
