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 new opportunities.



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 needsAnalyze performance data and conduct portfolio reviewsServe as a connection point for internal and external stakeholdersFacilitate and follow up on client meetings and inquiriesCollaborate with experts to onboard current client accountsRequirements:10+ years' investment industry experienceStrong understanding of institutional clients' needsWillingness to travel for client meetingsProficiency in market insights and investment discussionsCompletion of Canadian Securities Course (CSC)Grow your career with Wellington Management by leveraging your relationship skills and investment knowledge.#J-18808-Ljbffr

📌 Investment Relationship Manager In Toronto
🏢 Wellington Management
📍 Toronto