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About the Role
This role focuses on building and maintaining strong relationships with institutional clients in the Canadian market, understanding their investment goals, and addressing their needs. The Relationship Manager will be key in client retention and cross-selling efforts, collaborating with internal teams for account onboarding and regulatory compliance.
Responsibilities
- Independently lead client engagements to understand investment and servicing needs, discuss portfolios, provide service expertise, and host client meetings.
- Act as a strategic thought partner on shared accounts, analyze performance data, investment characteristics, and risk profiles, and conduct portfolio reviews.
- Serve as a central point of contact internally and externally to ensure servicing needs are met.
- Prepare for, lead/attend, and provide follow-up on client meetings and inquiries.
- Possess a deep understanding of clients' industries, such as insurance companies, pension funds, endowments, sovereign wealth funds, and government bodies.
- Understand client objectives that influence investment and servicing requirements.
- Work closely with subject matter experts to onboard new client accounts and process cash flows.
- Partner with other functional areas to address client issues, concerns, and opportunities.
- Identify opportunities to create efficiencies and assist in internal initiatives to implement recommendations.
- Foster an inclusive culture of collaboration and excellence and be a role model to the team.
Requirements
- 10+ years of relevant experience in the investment industry with a solid understanding of institutional clients' needs in Canada.
- Ability and willingness to travel as required for client meetings, conferences, and team initiatives.
- Broad investment knowledge of the capital markets with the ability to communicate market insights to clients.
- Ability to represent fixed income, equity, and asset allocation portfolios to institutional clients.
- An entrepreneurial business builder, self-starting and motivated.
- Capability to independently manage and lead client engagements, many with multiple asset management assignments.
- Presence as a thought leader with the ability to engage external audiences.
- Ability to work under pressure in a fast-paced environment requiring exceptional teamwork.
- Proactivity and willingness to learn and grow within the role.
- Proficiency in written communication and strong presentation skills.
- Completion of the Canadian Securities Course (CSC) or willingness to obtain the designation.
Skills
- Relationship management
- Client retention
- Cross-selling
- Asset management knowledge
- Asset allocation
- Risk-based capital analysis
- Fixed income
- Equity
- Written communication
- Presentation skills
Location
- Toronto
Work Type
- Hybrid
Experience Level
- 10+ years
Education Level
- Canadian Securities Course (CSC)
- CFA/CAIA or advanced degree strongly preferred
Salary/Compensations
- USD 120,000 - 225,000
Benefits
- Retirement plan
- Health and wellbeing
- Dental coverage
- Vision coverage
- Pharmacy coverage
- Health savings account
- Flexible spending accounts
- Commuter program
- Employee assistance program
- Life insurance
- Disability insurance
- Adoption assistance
- Back-up childcare
- Tuition reimbursement
- CFA reimbursement
- Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
About the Company
- Wellington Management offers comprehensive investment management capabilities across global capital markets.
- Investment solutions are tailored to institutional clients in over 60 countries, drawing on proprietary research and a collaborative culture.
- As a private partnership, the ownership structure fosters a long-term view aligned with client interests.
Equal Opportunity
- Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.
- If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.