Strategic Institutional Relationship Manager (Hybrid/Remote)

Posted 10 days ago

wellington managementEast Boston (MA)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Senior

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About 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.

Before you apply

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Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.