Strategic Institutional Relationship Manager (Hybrid/Remote)
wellington managementEast Boston, MA
Strategic Institutional Relationship Manager (Hybrid/Remote)
wellington managementEast Boston, MA
9 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdviceInvestment Banking and Securities IntermediationMiscellaneous Financial Investment ActivitiesAbout the role
Wellington Management in Toronto seeks an experienced Relationship Manager to build and maintain strong client relationships with institutional clients in Canada. You will partner with the Director of Canada and BD Manager on shared accounts, lead engagements, and address investment goals and servicing needs.
You will drive client retention, defend key relationships, and support cross-selling efforts while onboarding new accounts and ensuring regulatory compliance.
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JOB OVERVIEW
Experience level
Senior
Location
East Boston, MA
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
9 days ago
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