Shape investment strategies as a Relationship Manager at Wellington Management in Toronto. Focus on strategic partnerships with institutional clients and enhance their investment experiences.
Wellington Management seeks an experienced qualified to serve as a Relationship Manager dedicated to institutional clients in Canada. Working closely with the Director and Business Development Manager, you will engage with clients to understand their objectives and contribute to client retention and service excellence. Your role will involve significant client interaction to analyze portfolios and identify improvement opportunities.
Key Responsibilities:
• Lead client interactions to discover investment requirements
• Act as a thought partner for portfolio analysis and reviews




• Ensure that servicing needs are effectively met
• Organize and lead client meetings, ensuring follow-up
• Collaborate firmwide to onboard accounts efficiently
Requirements:
• 10+ years in investment relationship management
• Extensive knowledge of institutional client needs
• Capacity to travel for client engagement
• Strong presentational and communication skills
• Completion of Canadian Securities Course (CSC) is essential
Elevate your career with Wellington Management by utilizing your relationship management skills to drive success for institutional clients.
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📌 Toronto-Based Relationship Manager Role
🏢 Wellington Management
📍 Toronto