- Continue to improve product and process value stories, working with the portfolio managers, client portfolio managers, product managers and Institutional team- Align with Institutional business plan, providing marketing support to the Institutional team in an effort to help them achieve sales goals- Contribute to company-wide campaigns to ensure that the Institutional distribution needs are considered- Manage the marketing pipeline of requests for the Institutional distribution- Coordinate the update all of the standard Institutional marketing collateral and platforms (monthly and quarterly)- Focus on data integrity and automation of Institutional marketing materials- Support Institutional conferences and events - Rebranded all of the Institutional marketing collateral and platforms, along with integrating collateral for new products

- Built out enrollment capabilities through the development of enrollment communications tools and resources- Expanded digital footprint with new marketing and communications resources to increase engagement with content- Developed and implemented content strategy for www.sunlife.com/us and www.SunLifeKnowsBenefits.com- Managed the redesign of existing and new enrollment materials to support products and value-added services- Analyzed and performed extensive competitor research- Partnered with distribution to achieve sales goals by developing marketing materials to help communicate Sun Life’s Enrollment value proposition effectively, increasing the focus on the customer- Managed requests for custom marketing support

- Ensured there was a consistent messaging process for all constituencies, across existing and prospective clients- Developed sales presentations for new and existing customers, working closely with the business development team- Selected and then managed the project of transitioning the internal CRM system to Salesforce.com - Organized the RFP process, including developing relevant messages about the eSecLending’s unique abilities to serve its customers- Established eSecLending’s social media strategy- Produced quarterly newsletters and client presentations, working with the Client Relationship Management team- Support Corporate marketing, including managing Board of Directors materials production and Executive Management meetings- Planned on-site client and prospect meetings and corporate events for hundreds of people- Represented eSecLending at industry conferences and client events to ensure increased visibility of the brand- Managed relationships with various industry publications and influencers- Supervised responsibilities of Marketing Assistant and summer interns