Asset Management Advisor Relationship Lead

Shape asset management strategies by leading advisor relationships as an Advisor Relationship Lead. Focus on expanding business through strategic advisor engagement in the Canadian market.

In this pivotal role, you will cultivate connections with advisors and drive asset growth initiatives. You’ll work closely with various internal teams to ensure cohesive messaging and effective outreach. Your proactive approach will be crucial for optimizing the firm’s presence in public markets.

Key Responsibilities:

• Nurture relationships to generate new AUM

• Proactively engage through various channels

• Maintain a segmented database of advisors

• Collaborate with sales and investment teams

• Attend industry conferences to represent the firm

Requirements:

• Relevant undergraduate degree required

• 5+ years in investment management client roles

• CFA or CIM preferred

• Deep knowledge of the Canadian advisor landscape

• Strong organizational and communication skills in French and English

Leverage your expertise in relationship management to enhance advisor connections and drive strategic growth in the investment landscape.
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