Client Portfolio Manager

Empire Life; Quebec; On-site; CAD 100,000 - 150,000; Full time

Job summary

Empire Life seeks a Client Portfolio Manager to lead and engage with sales partners and investment strategies. This role emphasizes relationship building, performance analytics, and team collaboration. Ideal candidates will possess over 10 years of related experience and bilingual capabilities, contributing to a dynamic investment management team.

Benefits

Competitive salaries with annual pay increases

Annual bonus program

Employer-funded benefits starting from day one

Flexible work arrangements

Four weeks annual vacation

Defined contribution pension plan

Top-up programs for parental leave

Employee wellness and recognition programs

Cash employee referral program

Qualifications

• 10+ years of experience as a Portfolio Manager or in similar roles.
• Strong understanding of bonds, equities, money markets, and currencies.
• Proven ability to engage with investors.

Responsibilities

• Collaborate with sales teams and distribution partners.
• Present market data research and competitive analysis.
• Supervise and mentor team members.

Skills

Bilingualism

Investment Management

Communication

Negotiation

Persuasion

Strategic Planning

Education

University degree

Job description

1 week ago Be among the first 25 applicants

Direct message the job poster from Empire Life

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
• A cash employee referral program

To learn more about working at Empire Life, visit https : / / www.empire.ca / workatempire .

Get to know us

Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact [e-mail] .

Seniority level

Seniority level

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

Other

Investment Management

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