Client Investment Consultant

Job summary

The Senior Director will lead investment consulting engagements for institutional clients, providing expert advice on asset allocation, manager selection, and investment policy. They are also responsible for business development, relationship management, and mentoring junior associates to support the firm's growth.

Job details

As a Senior Director on the Client Service team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to institutional investors including Defined Benefit, Defined Contribution plans and Endowment & Foundations. These services include setting of investment objectives and beliefs, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian and recordkeeper selection, transition advice and statements of investment policy. You will liaise closely with other senior consultants, clients, fund managers and other areas of the firm and take increasing responsibility for client relationships and intellectual capital development (and gaining support from investment analysts as appropriate). You will also have a role to play in the growth of our Canadian investment business, including business development and marketing. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Lead Investment consulting client engagements (for both advisor and delegated/OCIO clients), ensuring quality of work and timely delivery of advice and services Participate in providing a wide range of services to investment and pension committees Lead client teams that work together effectively in delivering services to clients Support the execution of large-scale engagements Establish a trusted advisor role with clients and provide consistent, superior relationship management Producing work in accordance with Professional Excellence requirements Complete project deliverables through effective resource utilization Partner with internal lines of business to assist in better addressing the client’s need and objectives Provide constructive feedback to junior associates, assist in the development of those associates’ skills and capabilities Manage project and financials of the services conducted for clients. Responsibilities - Qualifications The Requirements Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred 15 or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management) Exceptional client focus and a record of supporting the management of client relationships Project management skills and experience Understanding of investment management organizations and their role in client solutions Excellent oral and written French and English communication skills and ability to liaise with internal and external constituencies Team player comfortable in a professional services environment with the ability to communicate effectively internally & externally at appropriate levels Willingness to mentor junior colleagues to assist in developing our talent pool Moderate travel required Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel. This job posting is an advertisement for an existing vacancy. Equal Opportunity Employer

What you’ll do

The Senior Director will lead investment consulting engagements for institutional clients, providing expert advice on asset allocation, manager selection, and investment policy. They are also responsible for business development, relationship management, and mentoring junior associates to support the firm's growth.

Requirements

Candidates must possess an undergraduate degree and at least 15 years of progressive investment experience, preferably in a consulting or portfolio management environment. Professional qualifications such as CFA, FSA, MSc, or MBA are highly preferred, along with excellent communication skills in both English and French.

Listed skills

• Communication · Preferred
• Team Leadership · Preferred
• Financial analysis · Preferred
• Project management · Preferred
• Client Relationship Management · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Investment consulting
• Strategic asset allocation
• Investment management
• Client relationship management
• Portfolio management
• Project management
• Business development
• Marketing
• Financial analysis
• Mentoring
• Communication
• Team leadership
• Institutional investing
• Pension committees
• Investment policy
• Performance measurement
• Relationship Management
• Constructive Feedback
• Asset Allocation
• Business Development
• Investments
• Customer Service
• Consulting
• Investment Management
• Institutional Investing
• Intellectual Capital
• Project Management
• Performance Measurement
• Resource Utilization

Job areas

• Consulting
• Finance & Accounting
• Management & Leadership
• Customer Service & Support
• Investment Consultant
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

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