Relationship Manager

**Position Overview**

Reporting to the Senior Relationship Manager (“SRM”), the Relationship Manager (“RM”) is accountable for supporting _existing_ and _potential_ clients of the First Nations Financial Management Board (“FMB”). The RM coordinates and collaborates with all FMB business lines and contributes to a high performing and engaged relationship building team.

**Accountabilities**

**Outreach / Engagement with prospective clients**
- Work with the SRM to identify prospective clients within a specific region and develop a client engagement strategy and work plan;
- Conduct ongoing scans of the economic landscape in region to identify potential opportunities;
- Implement the marketing and outreach strategy designed to generate interest and promote the _First Nations_ _Fiscal Management Act _(“FMA”) and FMB services and certification processes to prospective First Nation clients;
- Develop a rapport with potential clients and provide support to continually improve the relationship -continue to grow, maintain, and leverage networks;
- Take steps to ensure and/or actively manage key relationships, outreach initiatives and engagement strategies with the objective of supporting potential clients;
- Develop and deliver customized presentations and FAL/FAB workshops to First Nations;
- Support First Nations to develop their Financial Administration Law (“FAL”) or Financial Administration By-Law (“FAB”);
- Liaise with clients, their legal counsel, to support the development their FAL or FAB;
- Engage with the IELR Legal and Paralegal to ensure the clients FAL or FAB is in compliance with FAL Standards;
- Lead the client management process from initial engagement through to FAL compliance approval or FAB compliance opinion;
- Act as the point of contact for all inquiries related to FAL Standards and the Sample Law templates related to law compliance approvals/opinions, and FP and FMS Certification; and
- Prospective client segments include but are not limited to:

- **First Nations on FMA schedule**: support these First Nations in reviewing and enacting a FAL and seeking Financial Performance (“FP”) and Financial Management System (“FMS”) Certification
- **First Nations not on FMA schedule**: bring awareness of opportunities of the FMA, FMB services and benefits of a FAL, FP and FMS Certification
- **First Nations that wish to remain under the **_Indian Act_**: Provide awareness of FMB services and benefits of a FAB
- **First Nations seeking 10-Year Grant eligibility**: Provide awareness of the pathways and requirements
- **New Client Segment FMB Standards 141.1 NPO, Modern Treaty, SG, Tribal Councils**: Maintain engagement and value proposition during development of Standards and legislation

**Relationship Management**
- Provide thorough reporting on qualifiable metrics that meet IELR and FMB corporate goals, strategic goals, and objectives;
- Complete quality assurance for all material, including legal documentation, provided to the IELR Legal team on behalf of a First Nation.

**Supporting the Journey to FP & FMS Certification**
- Remains the primary point of contact with Chief & Council;
- Develop rapport and remain engaged with the Chief & Council to maintain an understanding of the Nations’ needs, objectives, and timeframes;
- As needed, provides additional presentations to re-engage Chief & Council and senior staff to reinforce the benefits of capacity development services and FP and/or FMS Certification;
- In collaboration with Capacity Development and Intervention (“CDI”) support First Nations with a FAL in re-engaging workplans towards FMS certification;
- In collaboration with Standards and Certification (“SAC”) business Line, support First Nations in evaluating the benefits of FP Certification and obtain financial information required;
- Client segments currently include but are not limited to:

- First Nations on FMA schedule, with a FAL.
- First Nations not on FMA schedule and wish to currently remain under Section 83 of the _Indian Act_ and have a FAB.

**Supporting clients’ journey to 10-Year Grant**
- First Nations with a FAL or FAB seeking eligibility for the 10-Year Grant. Guide clients thought the eligibility requirements.

**Supporting clients in the DMPPP**
- Default Management Prevention Pilot Program. Support clients with a Law that are in DMPPP program as they move towards enacting a FAL and obtaining certifications.

**Stakeholder Relations & Engagement**
- As directed by the SRM:

- develop, and implement an FMB stakeholder relationship strategy for assigned region to promote the FMA and FMB;
- attend regional conferences, events, and industry functions to promote the FMA and FMB
- coordinate with the other FMA Institutions - First Nations Financial Authority (FNFA), First Nations Tax Commission (FNTC); and
- establish relationships and partnerships with Indigenous organizations, agencies, institutions, including but not limited: Indigen