Senior Relationship Manager at LSEG | CA | Rezi

Senior Relationship Manager at LSEG

Senior Relationship Manager

LSEG · CA

3 weeks ago

Senior Relationship Manager

LSEG · CA

23 days ago
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About the Role

This role is responsible for maintaining and growing market share within the Canadian Asset Owner client segment for FTSE Russell solutions. The candidate will deepen and grow product/solution adoption across new and existing clients, managing relationships from ideation through implementation.

Responsibilities

  • Develop and maintain a designated territory of asset owner clients and prospects.
  • Engage at the C-suite level and collaborate to offer products and solutions that span the clients’ investment spectrum and asset allocation needs.
  • Leads revenue generation, product adoption and education, as well as growth against KPI’s.
  • Achieves personal new business targets on an annual basis.
  • Coordinates regional and junior team members.
  • Develops and implements strategic growth plans for the clients to increase client and market penetration.
  • Delivers revenue alignment goals through growth in FTSE Russell benchmark adoption, asset based revenues via AuM and market penetration.
  • Forecasts and plans new business development opportunities and strategies accurately.
  • Records all detailed client activity for CRM in SalesForce.
  • Ensures existing client relationships are leveraged to broaden global footprint of IIG and FTSE Russell.
  • Works closely with Product Management and Marketing teams to ensure market intelligence, competitor analysis and market trends/conditions are brought together and analyzed to drive revenue generation and to develop the index product ecosystem.
  • Works with management to facilitate planning, reporting, analysis and strategy development.
  • Partners with clients to launch new funds, ETFs, derivatives, and support them in assembling assets from institutional and retail investors to drive revenue.

Requirements

  • Proven track record (typically 7+ years) in institutional sales or relationship management within the investment management, index, or financial services industry, with a focus on large U.S. asset owners (public pensions, corporate pensions, foundations, endowments, OCIOs).
  • Demonstrated success managing complex, multi-stakeholder client relationships at the senior investment staff and C-suite level.
  • Strong new business development skills with a history of meeting or exceeding sales and revenue targets.
  • Deep understanding of investment products and asset allocation strategies, including passive/index-based solutions, benchmarks, and their role in portfolio construction.
  • Ability to navigate long sales cycles and sophisticated procurement processes.
  • Skilled at consultative selling, understanding client needs, and positioning solutions accordingly.
  • Exceptional communication and presentation skills, with the ability to explain complex concepts to varied audiences.
  • High degree of self-motivation and ability to work independently in a regional role while collaborating with product, marketing, and client service teams.
  • Proficiency with CRM tools (e.g., Salesforce) and experience managing sales pipelines.

Skills

  • Salesforce
  • Consultative selling
  • Relationship management
  • New business development
  • Investment products
  • Asset allocation strategies
  • Passive/index-based solutions
  • Benchmarks
  • Portfolio construction
  • Communication
  • Presentation skills

Location

  • Canada

Work Type

  • Full-time

Experience Level

  • Manager
  • 7+ years

Benefits

  • Healthcare
  • Retirement planning
  • Paid volunteering days
  • Wellbeing initiatives

About the Company

  • LSEG is a leading global financial markets infrastructure and data provider.
  • Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.
  • Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day.
  • We are part of a dynamic organisation of 25,000 people across 65 countries.
  • We are committed to sustainability across our global business.
  • Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence.

Equal Opportunity

  • We are proud to be an equal opportunities employer.
  • This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law.
  • Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.