Principal – Client Relationship Management

At IMCO, our talent is among the best!  IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career. 

We offer a culture of collaboration and passion, creating unwavering value for the clients we serve.  Our vision is to be the partner of choice for Ontario’s public sector funds and build a high-performing, value-based Asset Management firm in the heart of downtown Toronto.  

If you are ready to drive best-in-class service, and join a collaborative, motivated, and fun team of professionals, we’re ready to offer you a great place to work with exciting opportunities for growth and development.

If you want to use your expertise to drive strategic business outcomes, then we want you at IMCO!
 

The Client Relationship Management (CRM) team serves as the primary relationship leads for IMCO’s institutional clients and prospect relationships. Given the critical importance of our client at IMCO, the CRM team also leads strategic initiatives that support organizational objectives of delivering client success and enhancing the client experience. The CRM team also serves as the client voice and ambassador across IMCO.

Reporting to the Director, Client Experience, this role will play a critical role in managing relationships, providing superior service across the spectrum of IMCO’s offering and strengthening long-term partnerships with our clients,

As part of the Client Experience pillar within the CRM team, this role will be responsible for leading client relationships and plays a central role in engagement with management, senior executives and Board committees at IMCO’s client organizations. The role will also lead or serve as a major contributor to driving forward strategic projects and key initiatives, bringing forward a client lens. The role will require strong client-facing experience and relationship management skills, solid project management and communication skills, and an ability to collaborate well across functional teams and stakeholder groups within IMCO to deliver on IMCO’s client success objectives and ensure a strong client focus across key business decisions.

As a Member of Our Team, You Will be Responsible To:

• Lead client relationships and ensure superior client service and engagement. Accountable to the end-to-end client experience across all IMCO services and capabilities.  

• Develop and maintain a solid understanding of IMCO's range of investment advisory, investment management and operational offerings and solutions, while also staying on top of market developments to clearly and concisely articulate market views, strategy characteristics and performance to institutional clients including senior management teams and Boards and related governance committees.

• Prepare and lead client meeting discussions and presentations on various investment topics including investment performance, investment strategy updates and risk reporting., while proactively developing solutions to meet client needs in a timely and efficient manner.

• Foster strong relationships with IMCO Investment teams and other internal partners to coordinate, create workplans and prepare high-quality client materials related to strategic asset allocation advisory and related services

• Actively contribute to IMCO strategic initiatives, offering client-focused perspectives and input on various internal projects that serve to support the growth of IMCO as a best-in-class asset manager. 

• Prepare and deliver materials for client engagement on client experience updates and/or strategic initiatives, where needed.

• Conducting research, conceptualizing and preparing materials to highlight IMCO capabilities and sharing information and updates with clients on investment strategies and other relevant content. This may be utilized for client knowledge sessions, client events or webcasts, e-communications or other forums that support enhancing client engagement.

• Work collaboratively with partners within IMCO to solve potentially complex client issues and challenges that may arise.

• Collaboratively work within the Client Relationship Management team to establish long-standing trusted advisor partnerships with IMCO’s institutional clients.

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

• Provide guidance, mentoring and support to colleagues and project teams, ensuring high standards of service throughout project delivery.

What do you need to succeed?

• Bachelor’s degree in Finance, Economics or a related discipline.

• 10+ years’ of relevant experience within institutional asset management or other relevant field.

• Demonstrated experience within institutional client-facing roles or investment consulting/advisory, with a track record of building strong client relationships and being viewed as a “trusted advisor” preferred. 

• Strong communication skills with the ability to clearly and concisely communicate with investment related topics to sophisticated institutional clients both in written work and presentations to various audiences (management, senior executives, Investment Committees, etc.).

• Strong intellectual ability and interpersonal skills to establish his/her credibility with clients and the senior leaders throughout the organization.

• In depth knowledge of institutional investment issues and trends within Canada and globally. 

• Strong proficiency across a wide range of traditional and alternative investment products, and board knowledge of investment performance and risk concepts is required.

• Investments industry-related designations such as CFA, FRM, CIPM, CAIA etc. are considered an asset.

• Technical skills must include a strong background and advanced knowledge of MS PowerPoint, Word and Excel. Experience with other applications including project management tools would also be considered an asset.

• Strong leadership and team management skills, with the ability to motivate and inspire others to achieve team goals within a multi-stakeholder environment.

• Exceptional work ethic and strong attention to detail, with the ability to work well under pressure and tight deadlines.

• Ability to collaborate across diverse internal teams and within a multi-stakeholder environment.

• Self-motivated, proactive and able to change directions quickly.

What IMCO Can Offer You:

We thrive on the challenge to be our best, to deliver an unparalleled employee experience and to work as one team to continuously improve the management of broader public-sector investment funds. In addition to offering a competitive salary and comprehensive benefit package, we pride ourselves on helping you reach your potential, making a difference in our communities, and achieving success that is mutual.

We thank all applicants, however, only those selected for an interview will be contacted.

Our hybrid work model offers flexibility and provides our employees with the opportunity to lead a well-balanced life. Our Corporation’s offices located at 16 York Street, Suite 2400, Toronto, ON M5J 0E6 provide a welcoming space for employees to gather, work collaboratively, and grow together.

IMCO is committed to providing accommodation for people with disabilities in its recruitment process. Please advise IMCO if you require an accommodation and we will work with you to meet your needs. Candidates being considered for this position will be required to submit to a background screening.