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About the Role

IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career. Our culture is built on collaboration and passion, with a shared commitment to delivering lasting value to the clients we serve. This role offers the opportunity to do impactful work and broaden your expertise.

Responsibilities

Manage assigned client relationships, building credibility and maintaining regular engagement on investment, asset allocation, and service matters.
Lead assigned client interactions, both virtual and in-person, identifying needs, coordinating follow-up, and delivering tailored, value-added responses within established relationship strategies.
Identify and advance improvements to CRM practices for assigned clients, helping deepen engagement and strengthen long-term partnerships.
Lead assigned client-focused initiatives aligned with IMCO’s client success priorities, bringing a practical client perspective to cross-functional projects.
Manage assigned client experience initiatives, including strategic asset allocation advisory work, investment strategy updates, and policy-related engagement.
Coordinate implementation and refinement of the client segmentation framework to enhance service delivery and prioritization.
Partner with internal partners to develop high-quality materials and insights for client discussions.
Translate investment concepts, strategies, and policy considerations into clear, accessible messaging for a range of audiences.
Maintain current knowledge of IMCO’s investment capabilities, asset classes, and market trends and apply that knowledge to client discussions and deliverables.
Support the annual client survey process, synthesizing insights to inform continuous improvement in client experience and service delivery.
Develop and enhance client-facing content that advances IMCO’s client education efforts and highlights organizational capabilities.
Conduct research and prepare materials that support client engagement, assigned initiatives, and broader relationship management priorities.
Coordinate client-related initiatives across functional teams, using influence and sound judgment to align stakeholders, manage execution, and deliver high-quality outcomes.
Develop materials that improve internal visibility of client initiatives, including town halls, offsites, and related leadership updates.
Bring a client perspective to broader organizational priorities and growth initiatives within the scope of assigned relationships and projects.
Provide coaching, guidance, and quality review to team members and project teams, contributing to a collaborative, high-performing team environment without formal people-management accountability.
Reinforce strong execution standards, accountability, and quality across assigned deliverables and stakeholder engagement.

Requirements

Undergraduate degree in Finance, Economics, Business, or a related discipline; advanced degree considered an asset.
6–8 years of relevant experience within the investment industry, investment consulting, or a related client-facing environment.
Demonstrated experience engaging institutional clients or stakeholders on investment-related matters.
Strong understanding of institutional investment strategies, asset allocation, and portfolio construction concepts.
Broad knowledge of public and private market asset classes and evolving industry trends.
Professional designations (e.g., CFA, CAIA, CIPM, FRM) are considered an asset.
Strong ability to build credibility and establish effective working relationships with senior stakeholders.
Strong communication skills, with the ability to translate complex investment concepts into clear, compelling messaging for diverse audiences.
Highly effective at navigating and influencing within a multi-stakeholder, matrixed environment.
Experience contributing to initiatives that improve client experience and support business priorities.
Strong analytical and problem-solving skills, with sound judgment and attention to detail.
Ability to manage multiple priorities, operate under pressure, and deliver high-quality outputs within tight timelines.
Strong team orientation, with the ability to collaborate across functions and build alignment toward shared objectives.
Experience supporting team members and contributing to a high-performance, accountable culture.
Strong writing and presentation skills, with experience developing executive-level materials.
High level of professionalism, discretion, and adaptability in a dynamic environment.
Candidates being considered for this position will be required to undergo background screening.

Skills

Client Relationship Management
Client Experience
Strategic Initiatives
Investment Communication
Advisory Support
Client Insights
Research
Education
Internal Collaboration
Enterprise Contribution
Analytical skills
Problem-solving skills
Communication skills
Writing skills
Presentation skills

Location

Toronto, ON

Work Type

Hybrid

Experience Level

Manager
6-8 years

Education Level

Undergraduate degree

Salary/Compensations

CAD $105,000.00 - $138,000.00

Benefits

Annual incentive plan
Comprehensive benefits package
Defined benefit pension plan

About the Company

IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career.
Our culture is built on collaboration and passion, with a shared commitment to delivering lasting value to the clients we serve.
Located in downtown Toronto, our vision is to be the partner of choice for Ontario’s public sector funds and to build a high-performing, value-driven asset management firm.

Equal Opportunity

IMCO is committed to providing accommodation for people with disabilities throughout the recruitment process. If you require support, please let us know and we will work with you to meet your needs.