Relationship Executive, Relationship Management

2 weeks ago

Toronto, Canada CIBC Mellon Full time

**Company Information**:
CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work.

We are a diverse and dynamic workplace where employees take an active role in delivering on strategic objectives while advancing their individual career goals. We encourage innovative thinking and give our employees the support and resources they need to turn great ideas into actions.

**Position Overview**:
The Relationship Executive is responsible for developing, sustaining and growing the relationship for a select group of CIBC Mellon’s large/complex clients within asset owner/manager segment. As the primary client lead, the focus of the RE is to identify cross-sell and up-sell opportunities to increase wallet share based on an understanding of the client’s priorities and initiatives. Clients are complex and generally require customized solutions. The RE also partners with the Business Executive (where applicable) and the Service Director to enhance client satisfaction and protect profitability while ensuring excellent service delivery across the assigned client base.

**Responsibilities**:
Account Planning
- Develops an account profile and annual account plan for each client that includes share of wallet details and profitability, revenue opportunities, client priorities, and potential risks.
- Establishes Call Plan based on review of client profile, priorities and opportunities to expand wallet share and/or profitability.

Relationship Management
- Partners with the Service Director to oversee delivery of service and obtain broad insights into service performance and opportunities.
- Leads client reviews to discuss service performance and SLAs, trends, priorities and upcoming initiatives.
- Advocates for the client by leveraging internal experts within CIBC Mellon’s operational functions to ensure client service expectations are met, resolving and assessing identified issues/concerns, and championing efficiency opportunities within the client’s organization.
- Identifies industry trends and issues and monitors the competitive landscape to proactively anticipate potential needs, issues or concerns based on knowledge of the client.
- Monitors client service delivery to ensure adherence to CIBC Mellon’s policies and manage risk.

Business Growth and Profitability
- Supports the Business Executive in managing the client P&L by tracking revenue and profitability and negotiating fees.
- Frequently engages in meetings with key client leaders and conducts presentations to persuasively present new products and services.
- Executes on strategic account plans including identifying and closing opportunities to achieve target profitability and grow the business through cross-selling and up-selling.

**Qualifications**:
Specific Knowledge & Skills
- 10 years industry experience preferably in a relationship management capacity
- In-depth industry knowledge and understanding of market issues, trends, and competitive environment
- Proven interpersonal and communication skills to rapidly develop rapport with senior client leaders and develop and conduct client presentations
- Analytical abilities to distill industry, product, market and client knowledge into prioritized action plans based on client needs
- Relationship management and negotiation skills to help gain client buy-in to policy, product, pricing and technology changes.
- Action-oriented to executive on action plans and ensure delivery of excellent client service.

Working Conditions Unique to Job (i.e. Standard Office Environment)
- Standard office environment
- Travel is regularly required

**CIBC Mellon's Values**:
Get it Right Every Day: Deliver service excellence while always acting with the highest ethical standards
Put Clients at the Centre: Advocate for clients by listening, sharing knowledge, and bringing the right solutions forward
Be One Family: Challenge, empower and recognize your colleagues
Take Ownership: Speak up, speak out, and make things better

  • Relationship Executive, Relationship Management

    7 days ago

    Toronto, Canada CIBC Mellon Full time

    **Company Information**: CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee...

  • Relationship Manager, Relationship Management

    4 weeks ago

    Toronto, Canada CIBC Mellon Full time

    **Company Information**: CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee...

  • Relationship Manager

    4 weeks ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Relationship Manager to join our Correspondence and Institutional team. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office...

  • Relationship Manager

    3 weeks ago

    Toronto, Canada PayMyTuition Full time

    Use Website In a Screen-Reader Mode Skip to Content ↵ ENTER Careers Position title Relationship Manager Location Toronto - ON Unit Manager Role Function and Purpose:PayMyTuition’s sales team is composed of product experts and leaders who bring solutions to educational institutions across North America.Imagine a...

  • Relationship Manager

    3 weeks ago

    Toronto, Canada PayMyTuition Full time

    Use Website In a Screen-Reader Mode Skip to Content ↵ ENTER Careers Position title Relationship Manager Location Toronto - ON Unit Manager Role Function and Purpose:PayMyTuition’s sales team is composed of product experts and leaders who bring solutions to educational institutions across North America.Imagine a...

  • Relationship Manager

    4 weeks ago

    Toronto, Canada PayMyTuition Full time

    Use Website In a Screen-Reader Mode Skip to Content ↵ ENTER Careers Position title Relationship Manager Location Toronto - ON Unit Manager Role Function and Purpose:PayMyTuition’s sales team is composed of product experts and leaders who bring solutions to educational institutions across North America.Imagine a...

  • Relationship Manager

    3 weeks ago

    Toronto, ON, Canada PayMyTuition Full time

    Use Website In a Screen-Reader Mode Skip to Content ↵ ENTER Careers Position title Relationship Manager Location Toronto - ON Unit Manager Role Function and Purpose: PayMyTuition’s sales team is composed of product experts and leaders who bring solutions to educational institutions across North America. Imagine a working environment where success...

  • Client Relationship Executive

    4 weeks ago

    Toronto, Canada Canada Life Assurance Company Full time

    **Job Description**: This position oversees the pro-active client experience for large complex and strategic Group Retirement Services customers in the National Account Space. You will oversee targeted communications, implementations, project management and overall service delivery. This role encompasses a National Service Plan (NSP) to the customer by...

  • Broker Relationship Manager

    3 weeks ago

    Toronto, Canada Aviva Full time

    Individually we are people, but together we are Aviva. Individually these are just words, but together they are our Values – Care, Commitment, Community, and Confidence. We are currently looking for a Broker Relationship Manager for the GTA region whose primary purpose in this role is to drive all aspects of the business relationship (a comprehensive...

  • Client Relationship Executive

    4 weeks ago

    Toronto, Canada Manulife Full time

    **_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you....

  • Relationship Manager

    4 weeks ago

    Toronto, Canada Scotiabank Full time

    A comprehensive Business Continuity Program is imperative for an organization to maintain critical operations, prepare for emerging risk and minimize customer and employee impact of a disruptive business event. The Relationship Manager-BCMU acts as the liaison between the Business Continuity Management Unit and key stakeholders across the bank guiding the...

  • Supplier Relationship Manager

    3 days ago

    Toronto, Canada BMO Financial Group Full time

    4100 Gordon Baker Road Toronto Ontario,M1W 3E8 **Accountable for the relationship management for a portfolio of Engineering & Platforms technology suppliers, and is the focal point for all planning, reporting, execution/delivery and governance for that portfolio. In particular, she/he oversees the creation, alignment and ongoing management of engagement...

  • Relationship Manager/Senior Relationship Manager, Commercial Banking

    2 weeks ago

    Toronto, ON, Canada Canadian Imperial Bank of Commerce Full time

    Senior Relationship Manager, Commercial Banking page is loaded Senior Relationship Manager, Commercial Banking Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2406561 We’re building a relationship-oriented bank for the modern world. As a member of the Commercial Banking team, you’ll work with our clients...

  • Senior Relationship Manager

    3 weeks ago

    Toronto, ON, Canada TMX Group Full time

    TMX Group - TSX Trust, 200 University Ave, Suite 300, Toronto, Ontario, Canada Req #681 The Senior Relationship Manager, Client Management develops solid, long-term professional relationships with clients and prospects. He/she will identify, and refer new business opportunities to Senior Manager, Client Management and will follow-up with existing customers...

  • Intern, Client Relationship Management

    4 weeks ago

    Toronto, Canada IMCO Full time

    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...

  • Client Relationship Manager

    5 days ago

    Toronto, Canada Egniol Group of Companies Full time

    **Client Relationship Manager - Sales** **Company Address**: - 200 Bay St, North Tower Suite 1200 Toronto, Ontario, M5J 2J2, Canada **Job Overview**: **Key Responsibilities**: - Sales and Business Development: - Actively engage with potential clients to understand their business requirements. - Promote and sell services. - Develop and maintain a...

  • Customer Relationship Manager

    4 weeks ago

    Toronto, Canada Kotn Full time

    **What You’ll Be Working On**: **Customer Lifecycle and Retention (40%)** - Drive customer retention and cohort strategy to increase customer lifetime value, repurchase rates and our active customer base **Customer Experience Improvement and Operations (20%)** - Building and nurturing strong customer relationships to develop a holistic and deep...

  • Senior Relationship Manager

    3 weeks ago

    Toronto, ON, Canada TMX Group Full time

    TMX Group - TSX Trust, 200 University Ave, Suite 300, Toronto, Ontario, Canada Req #681 The Senior Relationship Manager, Client Management develops solid, long-term professional relationships with clients and prospects. He/she will identify, and refer new business opportunities to Senior Manager, Client Management and will follow-up with existing customers...

  • Manager, Client Relationship

    3 weeks ago

    Toronto, ON, Canada Live Assets Full time

    Success Manager Jobs in Canada Job Description Live Assets | IT Staffing Solutions is hiring a Client Relationship and Service Manager for our client. The Client Relationship and Service Manager will be required to facilitate the successful deployment of Newport to new clients and maintain ongoing high-level real-time coverage, which will be key to...

  • Manager, Client Relationship

    3 weeks ago

    Old Toronto, Canada Live Assets Full time

    Success Manager Jobs in Canada Job Description Live Assets | IT Staffing Solutions is hiring a Client Relationship and Service Manager for our client. The Client Relationship and Service Manager will be required to facilitate the successful deployment of Newport to new clients and maintain ongoing high-level real-time coverage, which will be key to building...