Application Deadline: 07/15/2026 Address: 100 King Street West Job Family Group: Asset Mgmt Sales & Service Strengthens the firm's relationships with intermediaries, and drives continuous service improvements with ultimate focus on business retention. Develops the strategy, processes, and delivery measurement for service among all functional areas responsible for delivering to clients. Develops and executes proactive, creative, and ongoing contact initiatives to identify and satisfy client needs. Coordinates relationship management activities with Sales, Product Management, Marketing, Product Specialist, and other stakeholders. Provides input to product development. - Assists marketing with new business opportunities; delivers presentations to potential clients. - Proactively participates in finalist presentations. - Generally covers large-sized and/or moderately complex clients, issues and relationships. - Manages the profitability and pricing dynamics of existing relationships to ensure the retention of clients beyond the 5 year time frame and to understand profitability dynamics in relation to industry standards. - Discusses process, portfolio construction risk management and issuer selection with existing clients. - Provides written and oral reports to clients on performance of account, the market, and performance of individual securities. - Manages multiple facets of relationship with clients - including presentations of investment manager strategies, styles, current views, and outlooks. - Acts as a subject matter expert for all client interactions. - Reviews & approves written client and consultant communications including Requests for Proposals, Quarterly reports, surveys and presentations. - Influences and negotiates to achieve business objectives. - Recommends and implements solutions based on analysis of issues and implications for the business. - Assists in the development of strategic plans. - Identifies emerging issues and trends to inform decision-making. - Acts as a subject matter expert on relevant regulations and policies. - Conducts independent analysis and assessment to resolve strategic issues. - Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. - Acts as the prime subject matter expert for internal/external stakeholders. - Defines business requirements for analytics & reporting to ensure data insights inform business decision making. - Breaks down strategic problems, and analyses data and information to provide insights and recommendations. - Monitors and tracks performance, and addresses any issues. - Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. - Manages day to day operational tasks to ensure necessary compliance activities are being completed according to established policies and procedures and mitigating risk appropriately. - Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. - Develops, maintains and executes a business plan, including relationship management strategies, to achieve retention objectives. - Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager. - Develops and executes contact initiatives to identify and satisfy client needs. - Prepares client and market summaries as required. - Participates in industry and prospect events to grow presence in the marketplace. - Provides input to product development and marketing to grow the overall business. - Provide timely responses to all client questions and issues. - Demonstrates effective and timely use of the customer relationship management system and expense reporting system. - Adheres to all compliance, regulatory, and legal guidelines. - Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. - Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. - Implements changes in response to shifting trends. - Broader work or accountabilities may be assigned as needed. - Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: - Typically 7+ years of relevant experience and a post-secondary degree in related field of study or an equivalent combination of education and experience. - Advanced understanding of relationship management and the market. - Seasoned professional with a combination of education, experience and industry knowledge. - Verbal & written communication skills - In-depth / Expert. - Analytical and problem solving skills - In-depth / Expert. - Influence skills - In-depth / Expert. - Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. - Able to manage ambiguity. - Data driven decision making - In-depth / Expert. Salary: $86,000.00 - $160,000.00 Pay Type: Salaried