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 prospects.
Key Responsibilities:
• Proactively engage clients about their investment portfolios
• Collaborate with the Business Development Manager on account strategies
• Provide a central contact point for client servicing
• Prepare and lead meaningful client meetings
• Work with internal teams to facilitate current account onboarding
Requirements:
• Over 10 years of relevant investment experience
• Broad asset management knowledge is a plus
• Ability to communicate insights to institutional clients
• Entrepreneurial mindset with a proactive approach
• CFA/CAIA or advanced degree preferred
Leverage your expertise with Wellington Management and build impactful client relationships in the institutional sector.
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