Senior Manager, Institutional Sales Enablement

Sun Life

. Develop and maintain the institutional sales enablement strategy, operating model, standards, and governance routines .

Posted 9/28/2026full-timeToronto • CanadaSenior💰 CA$80,000 - CA$128,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and governing sales enablement strategies, workflows, and reporting standards while ensuring compliance with institutional investment practices. Proficient in managing cross-functional partnerships and driving process improvements in a fast-paced environment.

Highest-signal resume keywords

Sales Enablement Strategy DevelopmentCRM Governance and StandardsProject Management SkillsInstitutional Investment KnowledgeResponsible AI Applications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales EnablementWorkflow DesignRFP ManagementData Quality MeasurementProcess Improvement

Soft Skills

Analytical SkillsProblem-SolvingCommunication SkillsStakeholder ManagementInfluencing Skills

Tools & Technologies

CRM SystemsSales Enablement PlatformsWorkflow ToolsRFP PlatformsCollaboration Platforms

Certifications & Qualifications

Certified Investment ManagerCFA DesignationProject Management Certification

Industry Keywords

Institutional SalesFinancial ServicesCanadian Pension MarketRetirement Plan GovernanceInstitutional Investor Decision-Making

Tech Stack

Tools & technologies

Assembly

About the role

Key responsibilities & impact

Develop and maintain the institutional sales enablement strategy, operating model, standards, and governance routines
Design scalable playbooks, templates, workflows, scripts, onboarding resources, and adoption routines
Own the sales activation framework, calendar, campaign enablement approach, and feedback loops with Marketing and Product
Measure enablement effectiveness, adoption, data quality, activity trends, and process consistency
Partner with Marketing to develop and govern institutional collateral, campaign materials, market updates, messaging architecture, and toolkit standards
Govern content distribution and version control for institutional sales materials, product updates, and client communications
Own the workflow management operating model, intake rules, prioritization criteria, workflow standards, and reporting routines
Govern CRM standards, required fields, reporting definitions, dashboard logic, adoption routines, and data-quality expectations
Own RFP response platform governance, content library standards, workflow design, SME engagement, and continuous improvement
Identify, test, govern, and scale responsible AI-enabled solutions
Establish institutional data standards, reporting definitions, quality expectations, and governance routines
Develop recurring process documentation, business routines, and enablement reporting standards
Partner with Legal, Compliance, Portfolio Management, Product, Marketing, Operations, and Innovation to meet regulatory, brand, governance, and operational requirements
Align priorities, clarify decision rights, and improve accountability across institutional sales enablement activities
Report to the Director, Institutional Sales Enablement
Day-to-day request fulfilment, client/prospect customization, presentation assembly, live RFP coordination, report production, and service delivery are owned by Institutional Sales Support

Requirements

What you’ll need

Bachelor’s degree in business, marketing, finance, or a related field
5–7+ years of experience in sales enablement, institutional sales, marketing, business operations, platform governance, or related roles within financial services, asset management, or the institutional market
Strong understanding of institutional investment products, Canadian pension and retirement markets, and the needs of plan sponsors, consultants, group advisors, and institutional clients
Proficiency with sales enablement, CRM, workflow, RFP, and collaboration platforms
Experience supporting platform adoption, governance routines, reporting standards, and process improvement
Practical understanding of responsible AI applications for sales workflows, content development, reporting, process consistency, and client engagement
Excellent project management, analytical, problem-solving, communication, and stakeholder-management skills
Ability to influence cross-functional partners, manage competing priorities, clarify decision rights, and drive adoption, governance, and process consistency in a fast-paced, matrixed environment
Strong commercial orientation and client focus
Experience building credibility with internal partners and understanding institutional clients, consultants, group advisors, and plan sponsors
Assets include experience with institutional investment databases, sales enablement platforms, CRM systems, workflow tools, RFP platforms, or similar environments
Assets include knowledge of Canadian pension industry fundamentals, retirement plan governance, consultant relations, and institutional investor decision-making processes
Certified Investment Manager designation, CFA designation or enrollment, or equivalent investment industry credential is an asset
Project management certification or demonstrated experience designing scalable workflows, governance routines, and cross-functional operating practices is an asset
Experience in a matrixed, shared-services, or cross-functional enablement model is an asset

Benefits

Comp & perks

Hybrid work with flexibility to work from the office and virtually
Incentive plans for eligible employees, with discretionary payments subject to individual and company performance
Sales incentive plans for certain sales-focused roles based on individual or group sales results
Accommodation support during the application process
Diverse and inclusive workplace