Manager, Client Relations

Closing Date: December 17, 2024

THE OPPORTUNITY

Reporting to the Senior Manager of Client Relations, the Manager, Client Experience is responsible for managing and implementing client engagement strategies, communications, and related investment initiatives. This role includes advising on and coordinating Investment Policy Statements (IPS) for all of BCI’s clients. The Manager works closely with a diverse range of investment professionals and relationship managers to ensure that BCI’s clients receive the highest level of service and support.

WHAT YOU BRING- Bachelor’s degree in communication, public relations, journalism, legal affairs or equivalent- Minimum eight years of client relations or equivalent experience in the investment industry- Experience developing investment policy or other legal contracts- Strong knowledge of institutional investing and related investment products- Superior writing and editing skills with excellent attention to detail- Excellent presentation skills, capable of effectively influencing decision making- Strong project management skills and ability to work under pressure in a deadline-driven and complex environment- Ability to work collaboratively and provide constructive feedback to team members related to written communication materials and suggest edits and refinements that are consistent with BCI’s style guide and the Canadian Press Stylebook

Preferred:
- Completion of the CFA, CFA Institute Investment Foundations® Program, or Canadian Securities Course (CSC®)- Knowledge of Environmental, Social and Governance (ESG) principles and relevant frameworks would be a benefit, as well as ESG credentials, including the CFA Institute Certificate in ESG Investing or experience in the ESG sector- Completion of coursework in legal writing or equivalent experience

WHO YOU WILL WORK WITH

The Client Experience team is accountable for supporting client satisfaction and retention, including representing clients’ interests, implementing communication strategies and advising on investment policy decisions.

WHAT YOU GET TO DO

Strategic Client Engagement- Assists the Senior Manager in developing and implementing a new shared-service model to enhance client relations and satisfaction- Plans and project manages client engagement strategies for BCI’s corporate and investment initiatives- Creates collateral materials to support relationship managers in client engagements, including briefing notes, speaking notes, presentations and client correspondence- Reviews, edits, and provides feedback on written materials to ensure they align with client messaging and BCI’s editorial standards- Supports the planning and delivery of client knowledge-building events and initiatives

Client Investment Policy Statement and Legal Agreements Coordination- Drafts legally binding language for the IPS of our institutional clients in collaboration with BCI’s policy and compliance teams- Works closely with Legal Affairs, Investment Strategy and Risk, and investment teams to gather necessary information and approvals- Conducts regular reviews of IPS to reflect changes in investment strategies or client objectives- Provides guidance and consultation support to Client Relations team members and clients regarding their IPS- Ensures consistency across multiple legal & BCI policy documents- Manages record-keeping for final IPS and Funds Investment Management Agreement (FIMA) documentation

Planning and Engagement- Oversees operational initiatives, ensuring seamless coordination and execution across various projects- Collaborates with Client Operations to effectively manage ad-hoc client and internal requests. This includes prioritizing tasks, delegating responsibilities, and tracking progress to meet both client and internal stakeholder requirements and deadlines- Contributes to integrated communication plans with the Strategic Communications and Corporate & Brand Communications teams. This involves developing messages that respond to clients’ needs, assessing potential reputational risks, describing investment value, and incorporating client key messages- Participates in annual stakeholder/client analysis to better understand client issues and provide support

Corporate Responsibilities
- Functions as Senior Manager, Client Relations as and when needed
- Leads the responsibility of coordinating of any client documentary requirements or updates

DEPARTMENT DESCRIPTION

The Corporate & Investor Relations (CIR) department plays a crucial role in maintaining and enhancing BCI's relationships with its clients and stakeholders through world-class engagement and has three core functions: Client Partnerships, Strategic Communications and Corporate & Brand Communications. CIR is responsible for understanding the clients' needs and representing their interests within the organization, helping them develop investment strategies and policies, and communicating effectively with both internal and external audie