Relationship Manager, Client Relations

Closing Date: January 5, 2025

If you have ESG experience and are comfortable actively engaging with a portfolio of clients, this impactful opportunity could be for you.

THE OPPORTUNITY

The Relationship Manager, Client Relations leads the firm’s business relationships with their assigned clients and supports the Director for relationships with BCI’s large institutional investment funds, and the firm’s client engagement activities. The Relationship Manager, Client Relations plays an important role as a client expert responsible for in-depth “know your client” requirements. The position fosters a client-centric focus throughout the corporation, where our collective objective is to consistently exceed the performance and service expectations of our clients.

The Relationship Manager, Client Relations strives to be proactive in initiating contact and building relationships with clients. Responsibilities also include providing broad advice and presentations on investment products and policies, strategies, fund performance, compliance to client investment policies (SIPP’s), and generally serving as a client advocate to further client interests within BCI.

WHAT YOU BRING

• At least 5 years of client relationship management and/or investment consulting experience and/or business development

• An undergraduate degree in commerce, business, finance or economics

• A high client-service orientation with demonstrated success in driving resolution of complex issues and consistently exceeding clients’ expectations

• A successful track record building and maintaining relationships with institutional clients within an asset management organization

• Ability to influence and negotiate outcomes that are mutually beneficial to clients and BCI

• A strong conceptual and technical understanding of investment principles and practices spanning all asset classes (Fixed Income; Public Equities, Mortgages, Real Estate, Infrastructure and Private Equity)

• Outstanding verbal and written communication skills at both the technical and strategic level, with high attention to detail

• Proven ability to work collaboratively across departments to build credibility and strong relationships

• Strong project management skills, with proven oversight of complex corporate projects/initiatives involving both internal and external stakeholders

• Ability to work independently, in a fast-paced and team-oriented environment, where priorities change frequently, and deadlines are often under significant time pressure

Preferred:

• A Chartered Financial Analyst (CFA) designation or MBA

WHO YOU WILL WORK WITH

BCI is a client-centric institutional investor, continuing to strengthen the ways in which we create sustainable value for our clients. The Corporate & Investor Relations (CIR) department champions world-class engagement with all of BCI’s stakeholders through transparency, trust and brand loyalty, and delivering on outcomes. Within CIR, as part of the Client Partnerships team, Client Relations is committed to the valued partnerships BCI has built with clients to ensure they achieve their long-term financial goals in a rapidly changing world.

WHAT YOU GET TO DO

• Champions BCI’s client-centric culture across the firm

• Manages the firm’s client engagement efforts for assigned institutional client portfolios and delivers BCI’s world class client experience, striving to maintain and build client satisfaction and retention for strategic and complex client partnerships

• Builds a close consultative relationship with clients and internal/external stakeholders

• Remains proactive and highly responsive to client’s needs, to become the client’s primary advocate and to maintain BCI’s trusted advisor role

• Supports the development of individual strategic client service and communication plans, tailored to their specific needs, for BCI’s key client relationships

• Directs internal resources’ participation in client engagement activities

• Supports client visits to review performance metrics/scorecards, to identify opportunities for improvements, as well as areas of success

• Advises on client investment policy statements and pursuing recommended changes

• Supporting client engagement on new/revised pooled fund products, as well as verifying compatibility of these products with the clients’ investment objectives

• Supports the development and execution of retention strategies for vulnerable client relationships, leveraging the firm’s internal resources and organization

• Conceptualizes and delivers presentations on a wide range of investment topics at various Investment Committee meetings, Board meetings, stakeholder meetings, webcasts and industry events

• Writes, reviews and directs the development of client reports and briefings on a wide range of investment topics under tight timeframes to meet deadlines

• Develops and maintains in-depth knowledge of each client’s individual circumstances (“know your client”) including investment objectives, return expectations, risk tolerance, time horizon, liquidity constraints, liability obligations (actuarial funding status, legislative constraints, stakeholder interests, etc.)

•  Ensures clients’ investment strategies and policies are appropriate and prudent given the nature of the funds, their underlying liabilities and any legal constraints

• Collaborates with clients and their agents to gather information on needs and opportunities.

WHERE YOU WILL WORK

Work from our downtown Victoria or Vancouver office.

SALARY RANGE

BCI offers a competitive total rewards package which includes a performance-based incentive plan, comprehensive health & dental benefits, a defined benefit pension plan and paid time off.

The annualized base salary range for this Victoria-based role is CAD $120,000 to $140,000.

The base salary offered to the successful candidate will consider a wide array of factors including but not limited to the individual’s skill set, level of experience applicable to the role they are being offered and consideration to internal equity.

We pay our people competitively in the markets in which we compete for talent and with consideration to internal equity and job structure. We aim for actual pay to be around the median of the market for target or expected levels of performance, and around the upper quartile of the market for excellent performance.

Actual salaries may vary and may be above or below the range based on various factors, including, but not limited to, experience and expertise.

WHY APPLY TO JOIN BCI

With our values as our anchor, it’s our people that help shape employee-focused initiatives and who create the environment we work in each day – all of which further strengthens our culture. BCI has been recognized as one of Canada’s Top 100 Employers – for the sixth consecutive year - and has built programs and benefits to support all our employees, including;

• Extended health and dental coverage, start on your first day of work. We have you covered!

• Our telehealth provider Dialogue connects you and your family to virtual healthcare appointments.

• Eligibility to the defined benefit BC Public Service Pension Plan providing you with a secure retirement income.

• Time off includes: 20 days vacation, 6 paid sick days, 6 paid personal days, and 2 paid days for volunteering – to support physical, mental, and community health.

• Four days in office, with the option to work from home once a week, promoting both a collaborative work culture and a healthy work-life balance.

• Annual wellness allowance to support an active lifestyle as well as physical well-being when working at home.

• On-going learning through our in-house mentoring program, professional dues support, tuition reimbursement and online and in-house learning.

• Relocation support is available if a move to Victoria, BC is required.

TO APPLY

Apply online with a copy of your resume and brief cover letter. We encourage timely submissions of applications as candidates will be actively reviewed and the interview process may advance earlier.

We welcome applications from all qualified candidates who are interested in applying for this role. You will need to be legally authorized to work in the country where this job is located. If you currently do not have authorization, or if your work permit has restrictions, or is due to expire in 12 months or less, please ensure to flag this to our recruitment team if your application is shortlisted.

At BCI, we value diversity and believe in fostering an inclusive culture where all employees can be successful.

We are performance and client focused and value integrity; if you share these values, we want to know you. 

We recognize that some skills can be learned on the job and encourage all to apply.

If you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations), contact us at [email protected].

We would like to hear from you!