Senior Client Relationship Lead - Workplace Retirement

Canada Life Group; Winnipeg; On-site; CAD 66,000 - 110,000; Full time

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Financial Security

Rewards and Recognition

Community Engagement

Job summary

Canada Life is seeking a Client Relationship Executive to lead the relationship strategy for a portfolio of Workplace Retirement clients. You will guide plan design, governance, and investments while leveraging data to identify opportunities and manage risk.

You will collaborate across teams, coordinate complex initiatives, and contribute to presentations to retain and win business, acting as the voice of the client to ensure a high-quality experience.

Qualifications

• 6–9 years of experience in workplace retirement or related financial services industry.
• Creative and strategic thinker with the ability to develop innovative solutions aligned to client objectives.
• Strong understanding of client strategy and relationship building.
• Demonstrated ability to manage complex client relationships and influence decision-making.
• Strong business acumen, with the 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 the ability to engage senior stakeholders.
• Proven ability to manage priorities, lead initiatives, and work effectively across teams.
• Highly driven, adaptable, and accountable, with a strong sense of ownership.
• Strong relationship-building skills with clients, consultants, and internal partners.
• Willingness to travel as required

Responsibilities

• Own the relationship strategy for a portfolio of Workplace Retirement clients, aligning service delivery with client objectives.
• Build and maintain strong relationships with key stakeholders, influencing decisions through effective communication and insight.
• 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 (e.g., plan changes, implementations), coordinating cross-functional partners to deliver results.
• Contribute to finalist presentations to support retention and new business opportunities by effectively articulating our value proposition and service model.
• Act as the voice of the client internally, ensuring a high-quality and consistent client experience.
• Manage issues and escalations with accountability and sound judgment.
• Contribute to client retention and growth through service excellence, strategic advice, and support for sales activities.

Skills

Relationship management

Strategic thinking

Client strategy

Stakeholder influence

Business acumen

Data analysis

Communication skills

Presentation skills

Prioritization

Accountability

Travel willingness

Industry knowledge

Education

Post-secondary education

CEBS designation

RPA designation

CSC designation

Job description

Canada Life is seeking a Client Relationship Executive to lead the relationship strategy for a portfolio of Workplace Retirement clients. You will guide plan design, governance, and investments while leveraging data to identify opportunities and manage risk.

You will collaborate across teams, coordinate complex initiatives, and contribute to presentations to retain and win business, acting as the voice of the client to ensure a high-quality experience.