Job Description:
Reporting to the AVP, Sales Effectiveness Team, Insurance Distribution, the successful candidate will play a key enabling and execution role in strengthening how marketing and sales content is governed, deployed, and activated across the Insurance Distribution organization.
The incumbent will be accountable for owning and evolving the IID Content Governance framework, ensuring content is accurate, accessible, and effectively leveraged by sales teams and internal partners. This includes driving consistency in content management practices, reducing inefficiencies, and improving the overall advisor and sales team experience.
This role will collaborate closely with Content Creators, Business Growth, IDAC and regional distribution teams to ensure alignment on content priorities, streamline intake and activation processes, and support the successful deployment of tools, campaigns, internal communications and enablement initiatives. The role will also act as a subject matter expert on content platforms (such as Seismic) and governance practices, contributing to continuous improvement and behavior change across the organization.
Specific accountabilities:
- Own and continuously enhance the Content Governance framework for Insurance Distribution, ensuring clear processes, accountability, and standards for content creation, maintenance, and retirement
- Drive adoption and consistency of content management practices across internal partners, addressing key pain points such as outdated content, duplication, and inconsistent activation approaches
- Engage directly with content creators and business partners (Marketing, Product, Distribution, etc.) to:
- Improve content quality and relevance
- Streamline workflows and approval processes
- Reduce friction in content development and deployment
- Measure and track content and tool utilization, including:
- Identifying which content, tools, and campaigns are most and least used across regions
- Providing actionable insights to improve engagement, adoption, and effectiveness
- Supporting data-driven decision-making for content prioritization
- Own the content intake and prioritization process for Insurance Distribution, ensuring:
- Structured intake of content requests and inquiries
- Alignment with business priorities and strategic objectives
- Clear visibility and governance across initiatives
- Actively participate in key governance forums (e.g., Content PWG, IDAC) to:
- Represent Insurance Distribution needs and priorities
- Ensure effective coordination and alignment with enterprise content strategies
- Facilitate prioritization and decision-making
- Own and act as Subject Matter Expert (SME) for content and sales enablement platforms, including:
- Managing platform enhancements and user experience improvements
- Supporting onboarding, training, and ongoing adoption by sales teams
- Troubleshooting issues and collaborating with technology partners
- Support the deployment of new technology platforms related to content management, marketing activation, and sales enablement, ensuring successful implementation and adoption across regions
- Lead and manage the accreditation process for continuing education (CE/UFC) credits for Insurance Distribution, including:
- Coordination with Head Office partners and presentation creators
- Ensuring compliance and timely approvals
- Managing associated budgets and tracking expenses
- Act as a key liaison with regional teams (RVPs and wholesalers) to:
- Support content deployment and campaign activation
- Ensure alignment with regional needs and sales priorities
- Gather feedback to inform continuous improvement
- Support sales campaigns and enablement initiatives, ensuring content is effectively positioned, accessible, and aligned with intended business outcomes
- Act as a versatile contributor across Sales Effectiveness initiatives, contributing as a project manager, analyst, facilitator, or advisor as needed
Knowledges:
- Excellent communication skills, both verbal and written, with the ability to simplify complex processes and drive clarity
- Strong stakeholder management and influencing skills, with proven ability to drive alignment across cross-functional teams
- Strong collaboration and facilitation skills, with experience working across Sales, Marketing, Product, and Operations
- Strong organizational skills and ability to manage multiple priorities in a fast-paced environment
- Experience with content governance, sales enablement, or marketing operations practices
- Analytical mindset, with ability to interpret data and generate actionable insights on content performance and usage
- Strong project management capabilities, with the ability to manage end-to-end initiatives
- Continuous improvement mindset, with a focus on identifying inefficiencies and driving practical solutions
- Learning agility and comfort working with evolving processes, tools, and technologies
- Ability to work independently with a high degree of ownership and accountability
- Solid understanding of Insurance Distribution and advisor ecosystems (IID, MGA, etc.)
Requirements:
- University degree or post-secondary education with project management or data & analytics experience
- 5–7 years of experience in sales enablement, marketing operations, content governance, or training related roles
- Financial services industry experience, preferably within Insurance Distribution
- Experience working with content management systems, CRM tools, or sales enablement platforms (such as Seismic)
- Experience collaborating across cross-functional teams and working in a matrixed organization
- As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.
- PMP, CAPM, PRINCE2, CSM or Lean Six Sigma belt titles considered an asset
Salary Range:
85,000/85 000 - 128,000/128 000
Job Category:
Communications
Posting End Date:
27/10/2026
