Marketing Measurement & Insights Manager driving data-driven insights that shape Sun Life's GRS marketing strategy. Collaborating with teams to transform complex data into actionable recommendations.
Responsibilities
Partner with Sun Life's Analytics, Business Intelligence, and Strategy teams to prepare data insights and reporting packages for GRS senior leadership and CXO stakeholders
Create compelling data visualizations and dashboards that highlight key trends, performance metrics, and business outcomes specific to GRS member engagement and retirement planning behaviors
Translate complex data into concise, honest, and understandable insights that inform decision-making and align with Sun Life's strategic priorities
Support regular reporting cycles and ad-hoc analysis requests for GRS Marketing leadership
Support the GRS Marketing team in managing dashboards to measure and track omni-channel campaign performance across Sun Life's digital and traditional marketing channels
Conduct in-depth analysis across GRS marketing campaigns and provide strategic recommendations to improve member engagement and drive retirement savings behaviors
Track end-to-end campaign performance for GRS initiatives, including forecasting and financial impact, to optimize effectiveness and ROI in support of Sun Life's growth objectives
Identify actionable insights to meet and exceed performance targets for member acquisition, retention, and engagement within the GRS portfolio
Develop and maintain measurement tools and processes to report on GRS Marketing team objectives and Key Performance Indicators (KPIs) aligned with Sun Life's broader business metrics
Ensure reporting frameworks are scalable, accurate, and aligned with Sun Life's organizational goals and compliance requirements
Create standardized reporting templates that support consistent measurement across GRS Marketing initiatives
Assist in the development of business cases and financial models for new GRS Marketing strategic initiatives that support Sun Life's growth and member value objectives
Evaluate investments in marketing technology and campaigns to identify opportunities for existing GRS plan sponsors and group members
Support business planning processes and contribute insights that inform Sun Life's GRS market positioning and competitive strategy
Proactively identify new areas for measurement and analysis within the GRS business, highlighting findings to senior leadership
Recommend innovative approaches to measurement and insights that enhance GRS Marketing effectiveness and align with Sun Life's digital transformation initiatives
Stay current with industry best practices in retirement services marketing and measurement methodologies.
Requirements
Bachelor's degree in Marketing, Business, Analytics, or related field; advanced degree preferred
5+ years of experience in marketing analytics, measurement, or insights roles, preferably within financial services or employee benefits
Strong expertise in data visualization tools (e.g., Tableau, Power BI, Looker) with experience presenting to senior leadership
Proficiency in analytics platforms (Google Analytics, Adobe Analytics) and CRM/marketing automation tools relevant to B2B and member engagement
Experience with retirement services, group benefits, or wealth management analytics preferred
Excellent communication skills with the ability to simplify complex data for diverse audiences, including C-level executives
Experience in financial modeling and business case development within corporate environments
Strong problem-solving skills and a proactive mindset with ability to work independently and collaboratively
Knowledge of regulatory requirements in Canadian financial services preferred
Familiarity with Sun Life's business model and GRS market dynamics considered an asset.
Benefits
Wellness programs that support the three pillars of your health – mental, physical, and financial
The opportunity to move along a variety of career paths with amazing networking potential.
Hybrid organization offers flexibility to work from home or in the office.
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