Client Portfolio Manager

Empire Life; Montreal; On-site; CAD 90,000 - 130,000; Full time

Job summary

A leading Canadian financial services provider is looking for a Client Portfolio Manager to join their Investments team in Montreal. This new role will be instrumental in enhancing client engagement and investment performance, while the selected candidate will enjoy a competitive salary and comprehensive benefits package. Empire Life fosters a collaborative environment that encourages skill development, ensuring its professionals remain at the forefront of industry trends and client needs.

Benefits

Comprehensive total rewards package

Annual bonus program

Employer-funded benefits package

Flexible work arrangements

Four weeks annual vacation

Defined contribution pension plan

Top up programs for parental leave

Employer-sponsored wellness programs

Qualifications

• 10+ years work experience as a Portfolio Manager or Representing Portfolio Managers.
• Knowledge of bonds, equities, money market, and currencies.
• Demonstrated experience effectively engaging Investors.

Responsibilities

• Collaborate with sales and distribution partners on portfolio management.
• Provide leadership and insights on investment strategies.
• Mentor team members and manage performance.

Skills

Bilingualism (French & English)

Communication skills

Negotiation skills

Presentation skills

Strategic planning

Relationship building

Investment management principles

Education

University degree

Job description

Empire Life is looking to hire a Client Portfolio Manager to join our Investments team!

Why pursue this opportunity

Our mission -Provide expertise and intelligent solutions to help Canadians navigate life with confidence.

The role -this is a new position and your chance to join a growing team, while being provided the opportunity to make an impact.

Play an integral role- this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.

What you’ll be working on

Provide leadership and insight by effectively collaborating with our Distribution Partners and our sales team on Empire Life funds and performance

Represent the investment strategies by maintaining a strong understanding of the team holdings, portfolio activity, performance analytics and positioning

Ensure Empire Life’s Investment strategies are effectively represented in the marketplace

Proactively partner with Empire’s sales team to ensure a high degree of engagement with our most significant clients

Collaborate with Product Managers and the Investment Management team to maintain brand integrity across all channels

Develop and deliver presentations, market data research, and competitive analysis; provide guidance and feedback to the Investment Team members on presentations including content, positioning, tone and audience factors

Reconcile and measure returns against benchmarks and third party performance

Conduct due diligence and monitor activities of the Empire Life portfolio to determine performance and make recommendations to the Investment Team

Monitor significant events such as changes in market conditions, government regulations, etc. and develop a risk assessment plan

Build and maintain strong relationships with Sales Leadership and Sales teams

Act as the primary contact for Investment Team requests, such as information and speaking engagements; ensure resources, information and messages are communicated in an efficient and effective manner

Ensure that relevant investment insights of the portfolio management team are delivered internally and externally in a timely manner via national conference calls, sales team meetings, videos, blogs and other media

Partner with the Marketing team to ensure the correct editorial approach is taken

Provide leadership, in conjunction with the CIO with respect to business plans for the team’s investment disciplines

Share the responsibility with the Investment Analytics team to effectively oversee brand integrity across all channels and geographies

Respond to investment-related questions from internal and external sources

Supervise, coach and mentor team members; identify employee training and development needs; participate in the hiring and employment processes for team members; set employee goals and objectives, manage employee performance

What we’re looking for you to have

Bilingualism (French & English) is required

10+ years work experience as a Portfolio Manager or Representing Portfolio Managers

Demonstrated experience effectively engaging Investors

Knowledge of bonds, equities, money market and currencies

Strong understanding of industry, competitors, investment management principles

Completion of a University degree

Ability to build and maintain strong relationships

Well-developed ability to deliver presentations to a diverse audience

Well-developed communication, negotiation, and persuasion skills

Well-developed strategic planning capability

Ability to translate research and data into sales ideas

English is required for communicating with English speaking customers, advisors, or employees across Canada.

Beyond the salary

For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes :

Competitive salaries with annual pay increases

Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions

A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account

Flexible work arrangements and an annual allotment of personal health days.

Four weeks annual vacation from hire date

A defined contribution pension plan with generous employer matching

Top up programs for parental leave and compassionate leave

Employer-sponsored wellness and recognition programs