VP, Institutional Growth & Client Partnerships

Nicola Wealth; Toronto; Hybrid; CAD 150,000 - 210,000; Full time

Job summary

Nicola Wealth seeks a Vice President, Institutional Sales and Client Relationship Manager to drive business development and deepen client relationships within Canada. Located in our Toronto office, this hybrid role partners with investment teams to deliver tailored portfolios and exceptional service to institutional clients.

The incumbent will lead strategy, manage a strong sales pipeline, and ensure compliance while representing Nicola Institutional at industry events and conferences.

Qualifications

• Bachelor's in business, finance, economics or related field required.
• CFA or CIM Certification required; MBA is an asset.
• Registration in an advising role with a provincial securities commission is required.
• 10+ years in business development and institutional asset management with a proven sales track record.
• Strong market knowledge across Canadian institutions and multi-asset strategies.

Responsibilities

• Drive business development and expand Nicola’s institutional client base in Canada.
• Build and manage a robust sales pipeline, using strategic plans and targeted outreach.
• Lead client relationships with institutions, foundations, endowments, and pensions.
• Collaborate with investment teams to tailor institutional portfolios and solutions.
• Ensure compliance, reporting, and best-practice in sales operations.
• Represent Nicola Institutional at conferences and client events.

Skills

Strategic execution

Relationship management

Presentation skills

Entrepreneurial mindset

Communication skills

Client service

Negotiation

Education

Bachelor’s degree in business/finance/economics

MBA (asset)

CFA or CIM

Registration in provincial securities commission advising

Tools

Salesforce CRM

Job description

Nicola Wealth seeks a Vice President, Institutional Sales and Client Relationship Manager to drive business development and deepen client relationships within Canada. Located in our Toronto office, this hybrid role partners with investment teams to deliver tailored portfolios and exceptional service to institutional clients.

The incumbent will lead strategy, manage a strong sales pipeline, and ensure compliance while representing Nicola Institutional at industry events and conferences.