Institutional Sales and Relationship Manager
Job in
Calgary, Alberta, D3J, Canada
Listed on 2026-09-27
Listing for:
CFA Institute
Full Time
position Listed on 2026-09-27
Job specializations:
-
Sales
Client Relationship Management, Business Development, Financial Sales -
Business
Client Relationship Management, Business Development, BD Manager
Job Description & How to Apply Below
Your primary responsibility as the Institutional Sales and Relationship Manager is to establish and nurture relationships with institutional investors, family offices, and consultants. Leveraging your extensive experience in asset management, you will develop tailored business strategies, lead impactful presentations, and ensure client satisfaction. You will also maintain compliance and oversee documentation to uphold the firm’s high standards.
Key Responsibilities:
• Build and execute comprehensive business development plans for institutions
• Foster relationships with consultants and institutional investors
• Present QV’s investment philosophy at meetings and workshops
• Track and report on business development and client engagement activities
• Participate in networking events to represent QV Investors
Requirements:
• 7 to 10 years of experience in business development or client management
• Strong network with institutional clients and consultants
• Proven ability to convert prospects into business
• Knowledge of investment strategies and compliance requirements
• Bachelor’s degree required; progress in CFA or MBA beneficial
Combine your relationship-building skills and investment expertise to enhance QV Investors’ institutional business.
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