Relationship Manager - Institutional Relationship Management

MFS Investment Management; Montreal; Hybrid; CAD 150,000 - 200,000; Full time

Job summary

MFS Investment Management seeks a Relationship Manager to enhance client experience by building strong relationships and leveraging digital tools. The role demands a proactive mindset and at least five years of experience in the investment industry. Fluency in French is essential as you will engage with a diverse client base.

Qualifications

• 5+ years in institutional investment or similar.
• Fluent in French, written and spoken.
• Experience with CRM software and analytical tools.

Responsibilities

• Support relationship directors for premier clients.
• Serve as contact for client inquiries and service.
• Analyze client data for retention strategies.

Skills

Analytical thinking

Client relationship development

Technology utilization

Fluency in French

Education

Bachelor’s degree

Post-graduate education in related area

Tools

Salesforce

Microsoft Suite

Excel

PowerPoint

Job description

Relationship Manager - Institutional Relationship Management

Join to apply for the Relationship Manager - Institutional Relationship Management role at MFS Investment Management

Relationship Manager - Institutional Relationship Management

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Join to apply for the Relationship Manager - Institutional Relationship Management role at MFS Investment Management

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.

THE ROLE

The Relationship Manager will support the Canadian institutional relationship management team on all aspects of the client experience, including, but not limited to building relationships with internal and external partners, leveraging tools and technology to support delivering excellence to our clients, and communicating client requirements within MFS to proactively anticipate client needs through thoughtful dialogue and engagement. The ideal candidate brings a solutions-focused, client-first mindset with a keen interest in using technology to enhance service delivery as well as demonstrated experience working collaboratively in a team environment. The candidate should be fluent in French (written and spoken) and will be expected to actively contribute to external and internal client relationship management strategies.

What You Will Do

• Support relationship directors in delivering excellence to our premier institutional clients.
• Serve as a key point of contact for day-to-day client inquiries and service requests, ensuring timely and accurate responses.
• Leverage digital solutions tools such as Salesforce, Seismic, Excel, PowerPoint, etc. to manage client data, automate reporting, track engagement, and identify opportunities for proactive outreach.
• Partner with internal teams (investment, product, operations, compliance, client service, sales enablement) to coordinate responses to client needs and ensure seamless communication.
• Analyze client data and behavior to generate insights that drive retention strategies and deepen relationships.
• Assist in the preparation of client meeting materials, RFP responses, and other communications.
• Stay current on industry trends, client portfolio activity, and firm-wide updates to provide relevant and timely information to clients.
• Develop a solid understanding of MFS' range of investment strategies.
• Anticipate and develop opportunities to expand and strengthen the client relationship.
• Educate clients through relevant MFS thought leadership pieces and multi-disciplinary capabilities of MFS; keep clients informed of product/organizational enhancements, and relevant industry information and developments in financial markets.
• Assist with client meeting preparation with internal teams, execution, and follow-up.
• Keep appropriate parties (i.e., Sales, Marketing, Portfolio Management, MFSI Management) abreast of client needs and developments to ensure that goals are met.
• Work with the Investment Team to ensure investment presentations meet client needs.
• Work with the transition team to smoothly establish new relationships.
• Support initiatives associated with client conferences and firm sponsored events.
• Assume additional responsibilities as requested.
  
  

What We Are Looking For

• Bachelor’s degree and/or post-graduate education in a related area. Five or more years of work experience in the institutional investment industry or other professional field.
• Fluent in French (written and spoken).
• Advanced competencies with technological tools and/or digital solutions (i.e., CRM software, Microsoft Suite, programming languages, etc.).
• Analytical thinker with a proactive approach to problem-solving and continuous improvement.
• Interest in and/or experience with developing and nurturing client relationships.
• Passion for the financial markets, including knowledge of domestic and foreign financial markets.
• Interest in and understanding of the sustainable investing landscape.
• Ability to work in a team environment across a variety of operating functions globally at MFS, and to travel as required.
• Detail-oriented, organized, and capable of managing multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills as well as presentation skills.
  
  

Preferred Skills, Qualifications & Experience

• Appropriate Canadian Registration (Advising Representative or Associate Advising Representative) an asset; will facilitate with registration process, if not.
• Interest in pursuing Chartered Financial Analyst (CFA) designation encouraged.
  
  

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

What We Offer

MFS Investment Management Canada is committed to an inclusive and equitable workplace. We value the diversity of people, culture and ideas. MFS Investment Management Canada’s equal opportunity and diversity practices draw upon highly talented and skilled people whose individual competencies and creativity are recognized and appreciated. We believe we must attract, develop, and retain the best and brightest individuals from all segments of the population in order to attain business objectives. We are dedicated to providing accommodations for applicants with disabilities during the recruitment process. If you are contacted for an interview, please advise if you require accommodations, so your accessibility needs are met during the recruitment process. We thank all applicants for their interest, however, only candidates selected for interviews will be contacted.

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email [e-mail] for assistance.

MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Investment Management

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