Client Portfolio Manager- Global Growth Equities
12 hours ago
An exciting opportunity for an experienced and results-driven client facing investment professional to drive retail & institutional distribution efforts across Canada within a thriving global funds management business.
- Global Exposure
: join a high-performing Global Funds Management business with a strong growth trajectory. - Empowered Team Environment:
Based in Toronto while working closely with our Melbourne head office as part of a seamlessly connected global team. - Purpose Driven Culture:
Thrive in a values-aligned environment where behaviours, accountability, and curiosity drive success.
About Us
Munro Partners is a global investment manager with a core focus on growth equities. Established in 2016 by an award-winning investment team with a 20-year proven track record of strong returns, the business has over $7 billion in AUM and is owned and controlled by key staff.
Munro Partners thrives on diversity and inclusion, with a collaborative team-based approach to decision-making. We invest in the personal and professional development of our people, and we invest in our culture – behaviours are just as important as performance. Our values and the way we work at Munro mean we are consistently:
- Turning Over Stones: We display curiosity, innovation & inquisitiveness about each other and dig deeper to find the best solutions.
- Doing What It Says on The Tin: We live with authenticity, are comfortable in the uncomfortable and foster respect to build trust.
- Acting Like an Owner: Accountability with an ownership mentality.
We are passionate about being conscious corporate citizens and are a signatory to the UNPRI, in addition to associations with the Responsible Investment Association of Canada and Investor Group on Climate Change, while The Munro Foundation enables us to drive positive impactful change for our community through fundraising, volunteering and grants to charitable organizations.
The Role
Reporting to the Head of Institutional & Strategic Partnerships, the Client Portfolio Manager will be instrumental in further strengthening our external distribution partnership with CI Global Asset Management, ensuring Munro Partners is positioned as a manager of choice across their investor client base.
Based in Toronto, you will collaborate closely with both the Canadian front-office team and the global headquarters in Melbourne.
Responsibilities
Sales Enablement & Relationship Management
- Equip CI's sales teams with high-quality training, materials, talking points, and product insights.
- Provide ongoing coaching to CI wholesalers to support confident, effective client conversations.
- Participate in joint adviser meetings, roadshows, conferences, and webcasts.
- Build strong, trust-based relationships with the Munro Canada team and key Melbourne stakeholders.
Product & Market Expertise
- Translate complex global equity themes, portfolio updates, and market dynamics into clear, client-friendly narratives.
- Monitor global equity markets, competitor offerings, regulatory shifts, and adviser behaviour trends.
- Identify market changes and emerging opportunities relevant to Munro's product suite.
Data-Driven Insights & Reporting
- Track client facing activity, pipeline trends, wholesaler engagement, and adoption across CI's network.
- Prepare regular reporting for internal stakeholders and CI counterparts.
- Use insights and analytics to refine distribution strategies and prioritise adviser segments.
- Provide strategic recommendations to inform product positioning and distribution tactics.
About You
This is an exciting opportunity for a driven, high-performing client facing investment professional with a deep understanding of and passion for global equities and investment management.
To be successful in this role you will have:
- 5 to 10 years' experience in investment management, primarily focused on sales, marketing, client portfolio management or product support across public equities.
- Proven experience meeting and exceeding AUM growth targets.
- Bachelor's degree in finance, economics, business, or a related field. Advanced degrees or designations (MBA, CFA, CAIA or equivalent) are highly desirable.
- Deep knowledge of global investment markets, including equities, and understanding of investment processes and decision-making.
- Excellent communication and presentation skills, with the ability to effectively articulate complex investment concepts and strategies to a diverse audience.
- Strong analytical skills to assess data and market trends.
- A proactive, ownership mindset with a commitment to continuous learning and development.
- The ability to work autonomously in a satellite office while staying connected to a global team.
- Willingness to travel up to 50% of the time across Canada
- Bilingual (English and French) preferred
Please do not apply to this role via LinkedIn,
for more information about this exciting role and to put forth your candidacy please email your CV and covering letter to Irene Gilligan -
Gilligan & Associates Inc.
120 Adelaide St. W. Suite 2500,
Toronto, On
M5H 1T1
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