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RM Director (Toronto)

Information About This Job

Job Title: RM Director (Toronto)
Contract Type: Permanent
Location: Toronto
Contact Name: Max Heppleston
Contact Email:
Job Published: 25 days ago

Job Description

A globally-known investment management company is currently looking to appoint a Director, to join their Toronto based team.

This role is based in Toronto, with potential flexibility to be based in Montreal.


The Role

Reporting to the Head of Canada Institutional Client Business, the Director will be responsible for developing and maintaining key institutional relationships across Canada to grow the business and assets under management. Additionally, the individual will provide client service to existing clients delivering best in class thought leadership and investment solutions to maintain and grow the share of wallet.

The firm’s Canada Institutional business is a growing business, offering institutional clients access to global leading investment solutions across active, passive, alternatives, multi-asset, cash management, and technology. This position offers the opportunity to join one of the world’s leading asset management firms and be an important part of future growth.


Key Responsibilities

  • Manage key client relationships at a senior level with CIOs and portfolio managers to identify and diligently pursue new potential business, and retain existing business. Develop and execute strategy to cross sell to existing client base.

  • Drive new revenue and new mandate generation across products and client types.

  • Lead robust client and prospect meeting and engagement activity.

  • Initiate brand building and sales activity with investors not currently engaged in discussions the firm. Develop and execute strategy to uncover and develop mandates that will have the most commercial impact.

  • Develop product fluency across product offerings – including fixed income, equities, alternatives and risk systems.

  • Clearly and concisely articulate multiple market narratives and product characteristics to sophisticated institutional investors.

  • Work collaboratively with partners to drive new business opportunities and solve complex client issues and challenges.

  • Lead support staff on assigned client relationships to provide client service and implement sales strategy.

  • Mentor junior team members and contribute to the team’s overall development.


Skills & Experience

  • Substantial experience in institutional fundraising with deep relationships across range of institutional investor clients and strong understanding of the asset management sales process as it relates to institutional investors. (Track record of success selling to public and corporate pension plans and/or family offices highly beneficial).

  • Proven sales background – ability to drive results in an autonomous working environment and in close collaboration with colleagues across business units.

  • Track record of building strong client relationships and being viewed as a “trusted advisor”. Experience in raising capital for institutional products.

  • Strong communication skills – ability to clearly and concisely articulate market views and product or platform characteristics to sophisticated institutional investors both in written work and presentations to large and small audiences.

  • Deep industry and investment knowledge. Strong proficiency across a wide range of traditional and alternative investment products. Clear awareness of key issues affecting institutional investors.

  • Strong intellectual ability and interpersonal skills to establish his/her credibility with the senior leaders throughout the Firm and throughout the institutional investor community.

  • Collaborative and cooperative approach to a team based sales model.

  • Passion for the financial markets and business development.

  • Ability to lead by example – high ethical standards and strong work ethic.

  • Minimum 10-years’ experience.

  • Significant travel expected.

  • Relevant regulatory licenses. Graduate degree or CFA Preferred.

Ref: | Published: 28 Jun 2019