Excel in relationship management with Wellington Management as a Senior Client Relationship Manager focused on the Canadian market. Enhance client interactions and support investment objectives effectively.Based in Toronto, Wellington Management is looking for an experienced Relationship Manager to foster and deepen relationships with institutional clients in Canada. This role emphasizes proactive engagement, understanding of client portfolios, and strategic collaboration with internal teams to meet compliance and servicing needs.
You will play a vital role in client retention and identifying cross-selling opportunities.Key Responsibilities:Proactively engage clients about their investment portfoliosCollaborate with the Business Development Manager on account strategiesProvide a central contact point for client servicingPrepare and lead meaningful client meetingsWork with internal teams to facilitate current account onboardingRequirements:Over 10 years of relevant investment experienceBroad asset management knowledge is a plusAbility to communicate insights to institutional clientsEntrepreneurial mindset with a proactive approachCFA/CAIA or advanced degree preferredLeverage your expertise with Wellington Management and build impactful client relationships in the institutional sector.#J-18808-Ljbffr