Associate Director, Investments

  • 34659
  • Life - Investments
  • |
  • Ontario, Canada
  • |
  • Jan 31, 2019
  • Increase the practice’s penetration in the Canadian institutional investment market.
  • Identify and deliver on appropriate cross-selling opportunities where clients can benefit from a variety of products and services that we have to offer.
  • Coordinate with existing sales and Client Relationship Management teams to identify, develop and win strategic sales opportunities.
  • Lead and expand client engagements, including delegated relationships, scope projects and ensure proper resourcing and delivery.
  • Develop leveraged teams that work together effectively and provide a large range of solutions.
  • Develop cooperative relationships with senior client contacts, colleagues and providers.
  • Identify and engage specialist advice within the firm, as appropriate.
  • Operational Excellence & Innovation.
  • Provide advice on the design, implementation and monitoring of investment strategies.
  • Perform final high level review of work prior to delivery.
  • Identify opportunities in the market to develop new tools and solutions.
  • Client focus and proven track record of building trust in an investment context.
  • Demonstrated capability to bring solutions and ability to understand the needs of a client and translating that into action.
  • Team player comfortable in a professional services environment.
  • Proven experience successfully managing multiple projects and teams.
  • Undergraduate degree required; relevant professional qualifications such as FSA, CFA, MSc and MBA are preferred.
  • At least 8+ years of experience in the investment industry.
  • Fluency in English.