Relationship Manager - Canada

Wellington Management; Toronto; Hybrid; CAD 169,038 - 316,946; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental

Vision

Pharmacy coverage

Health savings account

Flexible spending accounts and commute

Employee assistance program

Life and disability insurance

Adoption assistance

Back-up childcare

CFA reimbursement

Paid time off

Job summary

Wellington Management in Toronto seeks an experienced Relationship Manager to build and maintain institutional client relationships in Canada. You will partner with the Director of Canada and the Business Development Manager on shared accounts, leading engagements to understand investment goals and servicing needs while addressing issues and opportunities.

The role emphasizes client retention, defense strategies, cross-selling, onboarding new accounts, and ensuring regulatory compliance across

Qualifications

• 10+ years of experience in the investment industry with deep understanding of institutional clients' needs in Canada.
• Willingness to travel to support client meetings and conferences.
• Broad asset management knowledge across asset classes (fixed income, equity, etc.).
• Ability to communicate market insights and present portfolios to clients.
• Entrepreneurial self-starter with a drive to build a business.
• Capable of independently leading client engagements with multiple assignments.
• Proficiency in written communication and strong presentation skills.
• Completion of the Canadian Securities Course (CSC) or willingness to obtain.
• CFA/CAIA or advanced degree is strongly preferred.

Responsibilities

• Independently lead engagements with clients to understand investment and servicing needs and host client meetings.
• Partner with the Business Development Manager on shared accounts and portfolio reviews.
• Serve as a central point of contact to ensure servicing needs are met.
• Prepare for, lead, attend and follow up on client meetings and inquiries.
• Understand client objectives and investment requirements across asset classes.
• Onboard new client accounts and process cash flows with internal teams.
• Identify opportunities to create efficiencies and drive internal initiatives.
• Foster collaboration and excellence within the team.

Education

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. They will play a key role in client retention efforts, including defense strategies, as well as cross-selling efforts. 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/attend and provide follow-up on client meetings and inquiries.
• Possess a deep understanding of the industry in which their 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 subject matter experts firmwide 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 recommendation.
• Foster an inclusive culture of collaboration and excellence and being a role model to the rest of the team.

Qualifications

• 10+ years of relevant experience in the investment industry and have 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.
• Candidates with broad asset management knowledge (asset allocation, risk-based capital analysis, etc.) and across all asset classes will be viewed favorably.
• The individual should possess broad investment knowledge of the capital markets with the ability to communicate market insights to clients, 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, many with multiple asset management assignments with our firm.
• Presence as a thought leader and 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 advanced degree is strongly preferred.

Benefits

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 120,000 - 225,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.

Examples of our benefits include:

• retirement plan
• health and wellbeing
• dental
• vision
• pharmacy coverage
• health savings account
• flexible spending accounts and commuter program
• employee assistance program
• life and disability insurance
• adoption assistance
• back-up childcare
• tuition/CFA reimbursement
• paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable 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 us at [e-mail]