Investment Client Consultant

As a Director on the Client Consulting team, you will be responsible for leading consulting efforts to clients, while providing first class advice on a range of investment services to Defined Benefit and Defined Contribution plans. These services include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. You will liaise closely with clients, fund managers and other areas of the firm and take responsibility for client relationships (supported by other consultants and investment analysts as appropriate).

Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

• Lead Investment consulting client engagements, ensuring quality of work and timely delivery of advice and services
• Provide a wide range of services to pension and investment committees and sub-committees
• Develop leveraged teams that work together effectively
• Develop plans for execution of large-scale engagements
• Establish a trusted advisor role with clients and provide consistent, superior relationship management
• Introduce/partner with other internal lines of business and services to assist in better addressing the client’s need and objectives
• Manage financial profitability of the client’s investment mandate (e.g., team structure, billing, collection, additional resource utilization)
• Provide constructive feedback to junior associates, provide opportunities to those associates to prepare materials and lead portions of client meetings

The Requirements

• Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred
• Seven or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)
• Exceptional client focus and proven track record of attracting, building and managing client relationships
• Insight into practical issues of investment management organizations (governance and investment process, organizational structure and people, marketing, business management and strategy)
• Thorough understanding of the global institutional investment industry, its drivers and future direction
• Excellent oral and written communication skills and ability to liaise with internal and external constituencies
• Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action
• Team player comfortable in a professional services environment with the ability to effectively debate and subsequently influence internally & externally at all levels
• Track record of mentoring junior colleagues to deliver high quality
• Moderate traveling required

Compensation

The base salary compensation range being offered for this role is $125,000 CAD -$160,000 CAD per year.

This role is also eligible for an annual short-term incentive bonus.

Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel.

This job posting is an advertisement for an existing vacancy.

Equal Opportunity Employer