Manager, Client Relations

To explore this opportunity, please contact _
- Boyden_
- . _

Closing Date: Date OR Open Until Filled

POSITION DESCRIPTION

BCI is a client-centric institutional investor, continuing to strengthen the ways in which we create sustainable value for our clients. Within CIR, as part of the Client Partnerships team, Client Relations is committed to the valued partnerships BCI has built with clients to ensure they achieve their long-term financial goals in a rapidly changing world. Their commitment to continually improve client engagement keeps us responsive to clients’ evolving needs. Reporting to the Director, Client Relations, the Manager, Client Relations plays a key role in maintaining and strengthening BCI’s client partnerships.

The Manager, Client Relations leads the firm’s business relationships with their assigned clients and supports the Director for relationships with BCI’s large institutional investment funds, and the firm’s client engagement activities. The Manager, Client Relations plays an important role as a client expert responsible for in-depth “know your client” requirements. The position fosters a client-centric focus throughout the corporation, where their collective objective is to consistently exceed the performance and service expectations of their clients.

The Manager, Client Relations strives to be proactive in initiating contact and building relationships with clients. Responsibilities also include providing broad advice and presentations on investment products and policies, strategies, fund performance, compliance to client investment policies (SIPP’s), and generally serving as a client advocate to further client interests within BCI.

PRIMARY RESPONSIBILITIES- Champions BCI’s client-centric culture across the firm- Manages the firm’s client engagement efforts for assigned institutional client portfolios and delivers BCI’s world class client experience, striving to maintain and build client satisfaction and retention for strategic and complex client partnerships- Builds a close consultative relationship with clients and internal/external stakeholders- Remains proactive and highly responsive to client’s needs, to become the client’s primary advocate and to maintain BCI’s trusted advisor role- Supports the development of individual strategic client service and communication plans, tailored to their specific needs, for BCI’s key client relationships- Directs internal resources’ participation in client engagement activities- Supports client visits to review performance metrics/scorecards, to identify opportunities for improvements, as well as areas of success- Advises on client investment policy statements and pursuing recommended changes- Supporting client engagement on new/revised pooled fund products, as well as verifying compatibility of these products with the clients’ investment objectives- Supports the development and execution of retention strategies for vulnerable client relationships, leveraging the firm’s internal resources and organization- Conceptualizes and delivers presentations on a wide range of investment topics at various Investment Committee meetings, Board meetings, stakeholder meetings, webcasts and industry events- Writes, reviews and directs the development of client reports and briefings on a wide range of investment topics under tight timeframes to meet deadlines- Develops and maintains in-depth knowledge of each client’s individual circumstances (“know your client”) including investment objectives, return expectations, risk tolerance, time horizon, liquidity constraints, liability obligations (actuarial funding status, legislative constraints, stakeholder interests, etc.)- Ensures clients’ investment strategies and policies are appropriate and prudent given the nature of the funds, their underlying liabilities and any legal constraints- Collaborates with clients and their agents to gather information on needs and opportunities- Shares client relationship insights within the firm and provide actionable recommendations- Supports client investment education programs developed by CIR’s Client Experience team, including leading presentations, participating in client webcasts, etc.- Substitutes for the Director, Client Relations as required, and as such, must be generally knowledgeable in all areas of the department