Relationship Manager - Canada

Wellington Management Company; Toronto; On-site; CAD 168,800 - 316,500; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing benefits

Flexible work arrangement

Commuter program

Job summary

Wellington Management in Toronto seeks an experienced Relationship Manager to build and maintain strong institutional client relationships across the Canadian market. You will partner with the Director of Canada and the Business Development Manager on shared accounts, lead client engagements, and ensure servicing aligns with client goals and regulatory requirements.

The role emphasizes growing existing relationships, driving retention, onboarding new accounts, and collaborating with internal

Qualifications

• 10+ years of experience in the investment industry serving institutional clients in Canada.
• Willingness to travel to meet clients and attend conferences.
• Broad asset-management knowledge across asset classes.
• Ability to communicate market insights to institutional clients.

Responsibilities

• Lead engagements with clients to understand investment and servicing needs and host client meetings.
• Analyze performance data, risk profiles, and conduct portfolio reviews with internal teams.
• Serve as central point of contact to ensure servicing needs are met.
• Onboard new client accounts and process cash flows.
• Collaborate with cross-functional teams to address issues and opportunities.
• Support client retention and cross-selling initiatives.

Skills

Relationship management

Client engagement

Strategic partnerships

Presentation skills

Written communication

Education

Canadian Securities Course (CSC)

CFA/CAIA or advanced degree

Job description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long‑term view that aligns our perspectives with those of our clients.

About the Role

We are seeking an experienced professional who is exceptional at relationship management to focus on building and maintaining a strong and mutually beneficial business relationship with institutional clients in the Canadian market. Based in our Toronto office, this individual will partner closely with the Director of Canada, Business Development Manager on shared accounts and lead engagements with clients to understand their investment goals and servicing needs, as well as addressing any issues, concerns or opportunities. The Relationship Manager will be focused on growing and maintaining existing relationships, play a key role in client retention efforts and cross‑selling. The individual will collaborate with internal teams to onboard new client accounts and ensure compliance with applicable regulations.

Responsibilities

• Independently and proactively lead engagements with clients to understand their investment and servicing needs, including discussing their portfolios with Wellington, providing high level service expertise and hosting client meetings as required.
• Act as a strategic thought partner to the Business Development Manager on shared accounts, analyze performance data, investment characteristics, and risk profiles of client portfolios and conduct portfolio reviews.
• Serve as a central point of contact internally and externally to ensure servicing needs are met.
• Prepare for, lead and attend client meetings and inquiries, and provide follow‑up.
• Possess a deep understanding of the industry in which clients operate, such as insurance companies, pension funds, endowments, sovereign wealth funds, and government bodies.
• Understand client’s overall objectives that influence their investment and servicing requirements.
• Work closely with firm‑wide subject matter experts to onboard new client accounts and process subsequent cash flows.
• Partner with other functional areas to address client issues, concerns, and opportunities.
• Identify opportunities to create efficiencies and assist in internal initiatives to implement recommendations.
• Foster an inclusive culture of collaboration and excellence and serve as a role model for the team.

Qualifications

• 10+ years of relevant experience in the investment industry and a solid understanding of institutional clients’ needs in Canada.
• Ability and willingness to travel as required to support client meetings, select conferences, and team initiatives.
• Broad asset‑management knowledge (asset allocation, risk‑based capital analysis, etc.) across all asset classes.
• Broad investment knowledge of the capital markets with the ability to communicate market insights and represent fixed‑income, equity, and asset‑allocation portfolios to institutional clients.
• An entrepreneurial business builder, self‑starting and motivated to build a business.
• Capability to independently manage and lead client engagements with multiple asset‑management assignments.
• Presence as a thought leader with the ability to engage external audiences.
• Ability to work under pressure in a fast‑paced environment that requires exceptional teamwork.
• Proactivity and willingness to learn and grow within the role.
• Proficiency in written communication and strong presentation skills.
• Completion of the Canadian Securities Course (CSC) or willingness to obtain the designation.
• CFA, CAIA or an advanced degree is strongly preferred.

Compensation

Base salary range: USD 120,000 – 225,000. The range reflects factors such as skill set, role, experience, certifications, and education. Other rewards may include a discretionary corporate bonus and/or incentives if eligible. All employees are eligible to receive salary, variable compensation, and benefits.

Benefits

• Retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts, and commuter program.
• Employee assistance program, life and disability insurance, adoption assistance, backup childcare, tuition/CFA reimbursement.
• Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).
• Flexible work environment: employees work from the office 4 days a week with the option to work remotely 1 day a week.

Equal Employment Opportunity

Wellington Management is an equal‑opportunity employer. Qualified applicants will receive consideration regardless of race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability, medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information, or any other characteristic protected by law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email [e-mail].

About the Company

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in more than 60 countries. Our innovative investment solutions are built on proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi‑asset, and alternative strategies.

Contact

For more information, please visit https://www.wellington.com/en/.