OCIO Portfolio Strategy Director — Institutional Canada

Russell Investments; Quebec; Hybrid; CAD 100,000 - 140,000; Full time

Job summary

A leading investment management firm in Canada is looking for a Senior Relationship Manager to support its Middle Market OCIO sales and client service functions. This hybrid position involves business development and portfolio advisory while maintaining relationships with institutional clients. The ideal candidate will have over 10 years of experience in investment advisory and a strong educational background in finance or economics.

Qualifications

• 10+ years of experience in institutional investment advisory or client management.
• Proven success with retirement plans and institutional investors.
• Strong communication and presentation skills.

Responsibilities

• Support OCIO sales and client service functions.
• Develop territory plans and execute OCIO sales strategies.
• Serve as a primary resource for strategic investment advice.

Skills

Strategic investment advice

Client management

Market insights

Financial analysis

Bilingual communication

Education

Bachelor's degree in Finance or Economics

Master's degree or CFA preferred

Tools

CRM systems

Job description

A leading investment management firm in Canada is looking for a Senior Relationship Manager to support its Middle Market OCIO sales and client service functions. This hybrid position involves business development and portfolio advisory while maintaining relationships with institutional clients. The ideal candidate will have over 10 years of experience in investment advisory and a strong educational background in finance or economics.