Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long‑term view that aligns our perspectives with those of our clients.

We are seeking an experienced professional who is exceptional at relationship management to focus on building and maintaining a strong and mutually beneficial business relationship with institutional clients in the Canadian market. Based in our Toronto office, this individual will partner closely with the Director of Canada, Business Development Manager on shared accounts and lead engagements with clients to understand their investment goals and servicing needs, as well as addressing any issues, concerns or opportunities.

The Relationship

Manager will be focused on growing and maintaining existing relationships, play a key role in client retention efforts and cross‑selling. The individual will collaborate with internal teams to onboard new client accounts and ensure compliance with applicable regulations. Independently and proactively lead engagements with clients to understand their investment and servicing needs, including discussing their portfolios with Wellington, providing high level service expertise and hosting client meetings as required.

Act as a strategic thought partner to the Business Development Manager on shared accounts,



analyze performance data, investment characteristics, and risk profiles of client portfolios and conduct portfolio reviews. Serve as a central point of contact internally and externally to ensure servicing needs are met. Possess a deep understanding of the industry in which clients operate, such as insurance companies, pension funds, endowments, sovereign wealth funds, and government bodies.

Work closely with firm‑wide subject matter experts to onboard new client accounts and process subsequent cash flows. Identify opportunities to create efficiencies and assist in internal initiatives to implement recommendations. 10+ years of relevant experience in the investment industry and a solid understanding of institutional clients’ needs in Canada. ~ Ability and willingness to travel as required to support client meetings, select conferences, and team initiatives. ~ Broad asset‑management knowledge (asset allocation, risk‑based capital analysis, etc.) across all asset classes. ~ Broad investment knowledge of the capital markets with the ability to communicate market insights and represent fixed‑income, equity, and asset‑allocation portfolios to institutional clients. ~ Capability to independently manage and lead client engagements with multiple asset‑management assignments.



~ CFA, CAIA or an advanced degree is strongly preferred. Other rewards may include a discretionary corporate bonus and/or incentives if eligible.

Retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts, and commuter program. Employee assistance program, life and disability insurance, adoption assistance, backup childcare, tuition/CFA reimbursement. Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).

Adaptable work environment: employees work from the office 4 days a week with the option to work remotely 1 day a week.

Wellington

Management is an equal‑opportunity employer. Qualified applicants will receive consideration regardless of race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability, medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information, or any other characteristic protected by 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 [email protected] our history to 1928, Wellington Management is one of the world’s largest independent investment management firms.

Our innovative investment solutions are built on proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi‑asset, and alternative strategies.

📌 Labour Relations Manager - Remote (Toronto)
🏢 Wellington Management
📍 Toronto