Senior Client Relationship Lead, Workplace Retirement

The Canada Life Assurance Company; Regina; Hybrid; CAD 66,000 - 110,000; Full time

Benefits offered by this job

Education reimbursement

Mental health benefit

Volunteer day

Pension plan

Share ownership

Employee discounts

Job summary

The Canada Life Assurance Company is seeking an experienced relationship manager to own the relationship strategy for a portfolio of Workplace Retirement clients. You will align service delivery with client objectives and lead complex initiatives through cross-functional collaboration.

Responsibilities include advising on plan design, governance and investments, leveraging data to identify opportunities, and maintaining high-quality client experiences.

Qualifications

• 6-9 years of experience in workplace retirement or related financial services
• Creative and strategic thinker with ability to develop innovative solutions
• Strong understanding of client strategy and relationship building
• Demonstrated ability to manage complex client relationships and influence decisions
• Strong business acumen with ability to translate client needs into practical solutions
• Analytical mindset with experience using data to identify insights and inform recommendations
• Excellent communication and presentation skills with ability to engage senior stakeholders
• Proven ability to manage priorities and lead initiatives across teams
• Willingness to travel as required

Responsibilities

• Own the relationship strategy for a portfolio of Workplace Retirement clients
• Build and maintain strong relationships with key stakeholders
• Provide guidance on plan design, governance, investments, and regulatory considerations
• Leverage data and client insights to identify opportunities, manage risk, and recommend solutions
• Lead complex client initiatives coordinating cross-functional partners
• Contribute to finalist presentations to support retention and new business opportunities
• Act as the voice of the client internally to ensure quality client experience
• Manage issues and escalations with accountability
• Contribute to client retention and growth through service excellence and strategic advice

Skills

Relationship management

Strategic thinking

Communication

Presentation skills

Analytical mindset

Data-driven insights

Project leadership

Travel willingness

Education

Post-secondary education in a related field

CEBS/RPA/CSC designations asset

Job description

The Canada Life Assurance Company is seeking an experienced relationship manager to own the relationship strategy for a portfolio of Workplace Retirement clients. You will align service delivery with client objectives and lead complex initiatives through cross-functional collaboration.

Responsibilities include advising on plan design, governance and investments, leveraging data to identify opportunities, and maintaining high-quality client experiences.