Senior Institutional Relationship Manager - Canada

Wellington Management; Toronto; On-site; CAD 166,000 - 312,000; Full time

Job summary

Wellington Management in Toronto seeks an experienced Relationship Manager to build and maintain strong institutional client relationships across Canada. You will partner with the Director of Canada and the Business Development Manager to understand client goals, service needs, and opportunities for cross-selling.

The role focuses on high-level client engagements, portfolio reviews, and collaboration with internal teams to onboard new accounts while ensuring regulatory compliance.

Qualifications

• 10+ years in the investment industry with solid understanding of institutional Canada client needs.
• Willingness to travel for client meetings and conferences.
• Broad asset management knowledge across asset classes is preferred.
• Ability to communicate market insights to clients and represent fixed income, equity, and asset allocation portfolios.
• Entrepreneurial, self-starting mindset capable of building a business.
• Ability to independently manage and lead client engagements with multiple assignments.
• Strong thought leadership and ability to engage external audiences.
• Able to work under pressure in a fast-paced, collaborative environment.
• Proactive learner with strong written communication and presentation skills.
• CSC completion or willingness to obtain; CFA/CAIA or advanced degree preferred.

Responsibilities

• Lead engagements with clients to understand investment and servicing needs and host client meetings.
• Partner with the Business Development Manager on shared accounts; analyze performance, risk, and investment characteristics.
• Serve as the central contact to satisfy servicing needs for clients and internal teams.
• Prepare for and follow up on client meetings and inquiries.
• Understand clients' objectives and how they influence investment requirements.
• Work with subject matter experts to onboard new client accounts and process cash flows.
• Identify opportunities to create efficiencies and support internal initiatives.

Skills

Relationship management

Canada institutional clients

Asset management knowledge

Communication & presentation

Entrepreneurial mindset

Proactivity & learning

Teamwork under pressure

Willingness to travel

External engagement

Independent client engagements

Education

Canadian Securities Course (CSC)

CFA/CAIA or advanced degree

Job description

Wellington Management in Toronto seeks an experienced Relationship Manager to build and maintain strong institutional client relationships across Canada. You will partner with the Director of Canada and the Business Development Manager to understand client goals, service needs, and opportunities for cross-selling.

The role focuses on high-level client engagements, portfolio reviews, and collaboration with internal teams to onboard new accounts while ensuring regulatory compliance.