Relationship Manager - Canada

Wellington Management•Boston, MA

1d•$120,000 - $225,000•Hybrid

About The Position

Wellington Management is seeking an experienced professional to focus on building and maintaining strong business relationships with institutional clients in the Canadian market. Based in Toronto, this individual will partner with the Director of Canada and Business Development Manager on shared accounts. The role involves leading client engagements to understand their investment goals and servicing needs, addressing concerns, and driving client retention and cross-selling efforts. The Relationship Manager will also collaborate with internal teams for account onboarding and regulatory compliance.

Requirements

10+ years of relevant experience in the investment industry and have 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.
Candidates with broad asset management knowledge (asset allocation, risk-based capital analysis, etc.) and across all asset classes will be viewed favorably.
The individual should possess broad investment knowledge of the capital markets with the ability to communicate market insights to clients, and represent fixed income, equity, and asset allocation portfolios to institutional clients.
An entrepreneurial business builder, self-starting and motivated to build a business.
Capability to independently manage and lead client engagements, many with multiple asset management assignments with our firm.
Presence as a thought leader and with the ability to engage external audiences.
Ability to work under pressure in a fast-paced environment that requires exceptional teamwork.
Proactivity and willingness to learn and grow within the role.
Proficiency in written communication and strong presentation skills.
Completion of the Canadian Securities Course (CSC) or willingness to obtain the designation.

Nice To Haves

CFA/CAIA or advanced degree is strongly preferred.

Responsibilities

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.
Prepare for, lead/attend and provide follow-up on client meetings and inquiries.
Possess a deep understanding of the industry in which their clients operate, such as insurance companies, pension funds, endowments, sovereign wealth funds, and government bodies.
Understand client’s overall objectives that influence their investment and servicing requirements.
Work closely with subject matter experts firmwide to onboard new client accounts and process subsequent cash flows. Partner with other functional areas to address client issues, concerns, and opportunities.
Identify opportunities to create efficiencies and assist in internal initiatives to implement recommendation.
Foster an inclusive culture of collaboration and excellence and being a role model to the rest of the team.

Benefits

retirement plan
health and wellbeing
dental
vision
pharmacy coverage
health savings account
flexible spending accounts
commuter program
employee assistance program
life and disability insurance
adoption assistance
back-up childcare
tuition/CFA reimbursement
paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)