Principal, Client Relationship Management

Investment Management Corporation of Ontario (IMCO); Toronto; Hybrid; CAD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a Principal for Client Relationship Management to enhance client satisfaction and drive strategic initiatives. This role is pivotal in managing relationships with institutional clients, ensuring superior service, and strengthening partnerships. The ideal candidate will have extensive experience in asset management, excellent communication skills, and a deep understanding of investment trends. With a commitment to collaboration and growth, this position offers a dynamic work environment where your expertise will contribute to impactful outcomes for clients. Join a forward-thinking team dedicated to excellence in public-sector investment management.

Benefits

Competitive Salary

Flexible Work Model

Professional Development Opportunities

Community Impact Initiatives

Qualifications

• 10+ years of experience in institutional asset management or related fields.
• Proven track record of building strong client relationships.

Responsibilities

• Leading client relationships and ensuring high client satisfaction.
• Collaborating with internal teams to create high-quality client materials.

Skills

Client Relationship Management

Communication Skills

Investment Knowledge

Leadership Skills

Project Management

Education

Bachelor’s degree in Finance

CFA, FRM, CIPM, CAIA

Tools

MS PowerPoint

MS Excel

MS Word

Project Management Tools

Job description

Principal, Client Relationship Management

Join to apply for the Principal, Client Relationship Management role at Investment Management Corporation of Ontario (IMCO)

Principal, Client Relationship Management

1 week ago Be among the first 25 applicants

Join to apply for the Principal, Client Relationship Management role at Investment Management Corporation of Ontario (IMCO)

At IMCO, our talent is among the best! IMCO offers a stimulating and rewarding environment where you can help build and drive organizational transformation, while seeking to challenge yourself, learn, and grow your career.

We foster a culture of collaboration and passion, creating value for our clients. Our vision is to be the partner of choice for Ontario’s public sector funds and to build a high-performing, value-based asset management firm in downtown Toronto.

If you are ready to deliver best-in-class service and join a motivated, collaborative, and dynamic team, we offer a great workplace with opportunities for growth and development.

We want your expertise to drive strategic business outcomes at IMCO!

The CRM team serves as the primary relationship lead for IMCO’s institutional clients and prospects. The team also leads strategic initiatives supporting client success and experience, acting as the client voice and ambassador within IMCO.

Reporting to the Director, Client Experience, this role is vital in managing relationships, providing superior service, and strengthening long-term partnerships. It involves engaging with management, senior executives, and Board committees, leading or contributing to strategic projects, and collaborating across teams to meet client success objectives.

Responsibilities include:

• Leading client relationships and ensuring high client satisfaction across all IMCO services.
• Maintaining a deep understanding of IMCO’s investment and operational offerings and staying informed on market trends to communicate effectively with clients and stakeholders.
• Preparing and leading discussions and presentations on investment topics, performance, and strategies.
• Collaborating with internal teams to coordinate workplans and create high-quality client materials.
• Contributing to IMCO’s strategic initiatives by providing client-focused insights.
• Developing materials for client engagement and updates on strategic initiatives.
• Conducting research and preparing content to showcase IMCO’s capabilities and updates for clients, including sessions, events, and communications.
• Working with internal teams to resolve complex client issues.
• Building trusted advisor relationships with clients and mentoring junior team members.

Qualifications for success:

• Bachelor’s degree in Finance, Economics, or related field.
• 10+ years of relevant experience in institutional asset management or related fields.
• Experience in client-facing roles or investment advisory, with a proven track record of building strong client relationships.
• Excellent communication skills, capable of articulating investment topics clearly to sophisticated clients and senior audiences.
• Strong understanding of investment issues, trends, and products, including risk and performance concepts.
• Designations such as CFA, FRM, CIPM, CAIA are assets.
• Proficiency in MS PowerPoint, Word, Excel; experience with project management tools is a plus.
• Leadership skills with the ability to motivate teams and work collaboratively in a multi-stakeholder environment.
• Strong work ethic, attention to detail, and ability to work under pressure.
• Self-motivated and proactive with adaptability to changing priorities.

What IMCO offers:

We strive to be our best, providing an excellent employee experience and working as one team to improve public-sector investment management. Alongside a competitive salary and benefits, we support your growth, community impact, and mutual success.

Our hybrid work model offers flexibility, with offices located at 16 York Street, Toronto, ON. We are committed to accessibility and will provide accommodations during the recruitment process upon request. Candidates will undergo background screening.