Relationship Manager - Institutional Relationship Management

MFS; Toronto; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

A leading investment management firm located in Toronto seeks a Relationship Manager to enhance the client experience for institutional clients. The role involves building and maintaining strong relationships, leveraging technological solutions to optimize service delivery, and collaborating across various teams to meet client needs. Candidates should possess a Bachelor's degree, be fluent in French, and have at least five years of relevant industry experience.

Benefits

Diversity and inclusive workplace

Career development opportunities

Flexible working environment

Qualifications

• Fluent in French (written and spoken).
• Five or more years of experience in the institutional investment industry.
• Detail-oriented and organized.

Responsibilities

• Support relationship directors in managing client interactions.
• Analyze client data to enhance retention strategies.
• Prepare client meeting materials and communications.

Skills

Business Development

Sales Experience

Relationship Management

Customer Relationship Management

Analytical Thinking

Education

Bachelor's degree

Post-graduate education

Tools

Salesforce

Microsoft Suite

Job description

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

Bachelors 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.

LI-JN1

LI-HYBRID

At MFS we are dedicated to building a diverse inclusive and authentic workplace. If you are excited about this role but your past experience doesnt 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 Canadas 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 or email 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.

Required Experience :

Manager

Key Skills

Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

Employment Type : Full-Time

Experience : years

Vacancy : 1

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Relationship Manager • Toronto, Ontario, Canada