Discover your potential as a Senior Relationship Manager with Wellington Management in Toronto. Engage with institutional clients, focusing on service excellence and strategic growth in investment management.In this role, you will utilize your 10+ years of experience to build and maintain critical client relationships. Work closely with both external clients and internal teams to address investment objectives and ensure compliance. Your expertise will facilitate client retention and promote cross-selling of investment services.Key Responsibilities:Independently lead engagement processes with institutional clientsConduct portfolio reviews and performance analysisOrganize and lead follow-up client meetingsPartner with experts for onboarding new client accountsCultivate a cooperative environment across teamsRequirements:Extensive experience in the investment industryFamiliarity with the needs of institutional clients in CanadaStrong proficiency in written and verbal communicationAbility to manage multiple projects simultaneouslyCompletion of the Canadian Securities Course preferredEnhance your career with impactful client engagement at Wellington Management in Toronto.#J-18808-Ljbffr

📌 Senior Relationship Manager At Wellington Management (Toronto)
🏢 Wellington Management
📍 Toronto