Join QV Investors as an Institutional Sales and Relationship Manager focused on strengthening ties with key institutional clients in Canada. This role blends business development with client service expertise.
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. #J-18808-Ljbffr
Institutional Sales and Relationship Manager in Calgary employer: Cim
Marsh in Toronto is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for professionals looking to make a significant impact. As the National Growth Leader, you will benefit from extensive employee growth opportunities, including leadership development and strategic involvement in shaping national initiatives. With a focus on teamwork and client engagement, Marsh offers a dynamic environment where your contributions directly influence the company's success and market presence across Canada.
