Manager, Client Relationship Management

Investment Management Corporation of Ontario; Toronto; Hybrid; CAD 105,000 - 138,000; Full time

Benefits offered by this job

Hybrid work model

Pension plan

Benefits package

Job summary

Investment Management Corporation of Ontario (IMCO) is seeking a Manager, Client Relationship Management to steward institutional client relationships and drive engagement on investment strategies and service matters. You will work with internal teams to deliver high-quality materials and insights that support informed decision-making.

The role requires 6–8 years in investment, consulting, or related client-facing environments.

Qualifications

• Undergraduate degree in Finance, Economics, or related discipline.
• Demonstrated investment knowledge and ability to translate complex concepts.
• Strong communication and client-facing skills.

Responsibilities

• Manage assigned client relationships and engage regularly on investment, asset allocation, and service matters.
• Lead client interactions, identify needs, and deliver tailored, value-added responses.
• Coordinate cross-functional efforts to improve client experience and engagement.

Skills

Client relationships

Investment knowledge

Communication skills

Relationship management

Strategic thinking

Education

Bachelor's degree in Finance, Economics or Business

Tools

CRM software

Job description

At IMCO, our talent is among the best! IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career. Our culture is built on collaboration and passion, with a shared commitment to delivering lasting value to the clients we serve. Located in downtown Toronto, our vision is to be the partner of choice for Ontario’s public sector funds and to build a high‑performing, value‑driven asset management firm. This job posting is for an existing vacancy. If you are ready to deliver best‑in‑class service and join a collaborative, motivated and fun team of professionals, IMCO offers the opportunity to do impactful work and broaden your expertise. If you’re looking to use your expertise to drive strategic outcomes, we’d love to hear from you. We are looking for a highly motivated Manager to join our Client Relationship Management team! Reporting to the Managing Director, Head of Client Experience and Relationship Management, the Manager, Client Relationship Management is accountable for assigned client relationships and client interactions, delivering thoughtful, value‑added engagement that strengthens IMCO’s client experience. The role works closely with institutional clients and internal teams to understand client priorities, apply sound judgment, and coordinate high‑quality materials, insights, and deliverables that support informed decision‑making. The Manager also develops client‑facing materials, insights, and engagement approaches that reinforce IMCO’s value proposition and enable clear, effective client conversations. Working through influence in a matrixed organization, the role coordinates across functions, exercises independent judgment, and ensures assigned initiatives are delivered with quality, consistency, and a client‑first focus.

As a Member of Our Team You Will be Responsible For:

Client Strategy & Relationship Management

• Manage assigned client relationships, building credibility and maintaining regular engagement on investment, asset allocation, and service matters.
• Lead assigned client interactions, both virtual and in-person, identifying needs, coordinating follow-up, and delivering tailored, value‑added responses within established relationship strategies.
• Identify and advance improvements to CRM practices for assigned clients, helping deepen engagement and strengthen long‑term partnerships.

Client Experience & Strategic Initiatives

• Lead assigned client‑focused initiatives aligned with IMCO’s client success priorities, bringing a practical client perspective to cross‑functional projects.
• Manage assigned client experience initiatives, including strategic asset allocation advisory work, investment strategy updates, and policy‑related engagement.
• Coordinate implementation and refinement of the client segmentation framework to enhance service delivery and prioritization.

Investment Communication & Advisory Support

• Partner with internal partners to develop high‑quality materials and insights for client discussions.
• Translate investment concepts, strategies, and policy considerations into clear, accessible messaging for a range of audiences.
• Maintain current knowledge of IMCO’s investment capabilities, asset classes, and market trends and apply that knowledge to client discussions and deliverables.

Client Insights, Research & Education

• Support the annual client survey process, synthesizing insights to inform continuous improvement in client experience and service delivery.
• Develop and enhance client‑facing content that advances IMCO’s client education efforts and highlights organizational capabilities.
• Conduct research and prepare materials that support client engagement, assigned initiatives, and broader relationship management priorities.

Internal Collaboration & Enterprise Contribution

• Coordinate client‑related initiatives across functional teams, using influence and sound judgment to align stakeholders, manage execution, and deliver high‑quality outcomes.
• Develop materials that improve internal visibility of client initiatives, including town halls, offsites, and related leadership updates.
• Bring a client perspective to broader organizational priorities and growth initiatives within the scope of assigned relationships and projects.
• Provide coaching, guidance, and quality review to team members and project teams, contributing to a collaborative, high‑performing team environment without formal people‑management accountability.
• Reinforce strong execution standards, accountability, and quality across assigned deliverables and stakeholder engagement.

What do you need to succeed?

• Undergraduate degree in Finance, Economics, Business, or a related discipline; advanced degree considered an asset.
• 6–8 years of relevant experience within the investment industry, investment consulting, or a related client‑facing environment.
• Demonstrated experience engaging institutional clients or stakeholders on investment‑related matters.
• Strong understanding of institutional investment strategies, asset allocation, and portfolio construction concepts.
• Broad knowledge of public and private market asset classes and evolving industry trends.
• Professional designations (e.g., CFA, CAIA, CIPM, FRM) are considered an asset.
• Strong ability to build credibility and establish effective working relationships with senior stakeholders.
• Strong communication skills, with the ability to translate complex investment concepts into clear, compelling messaging for diverse audiences.
• Highly effective at navigating and influencing within a multi‑stakeholder, matrixed environment.
• Experience contributing to initiatives that improve client experience and support business priorities.
• Strong analytical and problem‑solving skills, with sound judgment and attention to detail.
• Ability to manage multiple priorities, operate under pressure, and deliver high‑quality outputs within tight timelines.
• Strong team orientation, with the ability to collaborate across functions and build alignment toward shared objectives.
• Experience supporting team members and contributing to a high‑performance, accountable culture.
• Strong writing and presentation skills, with experience developing executive‑level materials.
• High level of professionalism, discretion, and adaptability in a dynamic environment.

Compensation & Benefits

The base salary range for this position is CAD $105,000.00 - $138,000.00. The placement within the range is determined by the range of market pay for the specific position, as well as the candidate's knowledge, skillset and experience relative to the requirements of the position and to internal peers.

In addition to base salary, this position is eligible to participate in IMCO's annual incentive plan. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you with the specific details for this position, as well as the total rewards offering at IMCO including our comprehensive benefits package and defined benefit pension plan.

Location & Work Model

Our hybrid work model prioritizes an office‑first approach, encouraging employees to make the most of our collaborative workspace at 16 York Street, Suite 2400, Toronto, ON M5J 0E6. This welcoming environment fosters teamwork, connection, and professional growth. While flexibility remains a key component of our model, we believe that regular in‑office engagement enhances productivity and strengthens our culture. Our approach supports a fulfilling lifestyle that balances professional ambition with personal wellbeing.

Accommodation & Compliance

IMCO is committed to providing accommodation for people with disabilities throughout the recruitment process. If you require support, please let us know and we will work with you to meet your needs. Artificial intelligence (AI) tools may be used to support parts of our recruitment process, such as screening and assessments. However, all hiring decisions are made by our recruitment team. Candidates being considered for this position will be required to undergo background screening.

About IMCO

The Investment Management Corporation of Ontario (IMCO) is Ontario’s professional asset manager, investing on behalf of our public sector clients so they can care for beneficiaries and secure retirement futures. With approximately $90.7 billion in assets under management, we are one of the largest institutional investment managers in Canada and around the globe. Our mandate is to provide broader public sector clients with exceptional investment management services, including best‑in‑class advice around portfolio construction, efficient access to a diverse range of asset classes and superior reporting on risks and returns. Our vision is to rank among the world’s leading public‑sector asset managers. We will achieve this through an unwavering focus on creating client value. That means ensuring that we deliver the returns required for our clients to meet their long‑term financial obligations.

We thank all applicants for their interest. Only those selected for an interview will be contacted.