Drive success for institutional clients in Canada as an Investment Relationship Manager at Wellington Management in Toronto. Focus on building long-term relationships and enhancing client service through insightful engagement.

Wellington

Management is searching for a seasoned Relationship Manager to lead client relationships within the Canadian market from our Toronto office. This role collaborates closely with the Director and Business Development Manager to ensure clients' investment goals are effectively met, while also addressing concerns and identifying recent prospects. Your expertise will be crucial in maintaining relationships and contributing to client retention strategies through exemplary service. Key Responsibilities:
Lead engagements to assess clients' investment needs




Analyze performance data and conduct portfolio reviews
Serve as a connection point for internal and external stakeholders
Facilitate and follow up on client meetings and inquiries
Collaborate with experts to onboard new client accounts

Requirements:
10+ years' investment industry experience
Robust understanding of institutional clients' needs
Willingness to travel for client meetings
Proficiency in market insights and investment discussions
Completion of Canadian Securities Course (CSC)

Grow your career with Wellington Management by leveraging your relationship skills and investment knowledge.

📌 Investment Relationship Manager In Toronto
🏢 Wellington Management
📍 Toronto