Senior Client Relationship Manager, Investment Lifecycle

We are adding a Senior Client Relationship Manager, Investment Lifecycle to our Investment and Financial Operations division. In this role, you will build strong business relationships with clients and senior leaders across the organization.

Toronto, ON

Ontario Teachers' Pension Plan

Our employees make a difference by providing a secure retirement for 327,000 working and retired Ontario teachers. They&rsquo;re the reason for our success and talent development is one of the most important tenets of our strategy.<br /><br />We look for people who are willing to truly embrace the three cornerstones of our culture: innovation, agility and partnership. We provide our employees with the tools, resources and learning opportunities they need to be the best at what they do &ndash; so together we can support our mandate to deliver outstanding service and retirement security to our members &ndash; today and tomorrow.<br /><br />Ontario Teachers&rsquo; is headquartered in Toronto with offices in London and Hong Kong. With $191.1 billion in net assets as of December 31, 2018, we are responsible for providing immediate, personalized services to our members along with investing across a variety of asset classes in virtually every corner of the world.

keywords: who we are,the opportunity,who you'll work with,what's in it for you,strategy,delivery oversight,client engagement,the knowledge,the experience,the initiative,the people skills


Overview: <h2><strong>The opportunity</strong></h2> <p dir="LTR">We are adding a Senior Client Relationship Manager, Investment Lifecycle to our Investment and Financial Operations division. In this role, you will build strong business relationships with clients and senior leaders across the organization. You will lead the execution and delivery of diverse technical projects; establishing cooperation and alignment between cross-functional teams. Your focus will be on effective strategic planning, obtaining client satisfaction, and achieving business goals. This is an opportunity to define solutions, collaborate on technical and business strategies, and to join a group of seasoned, industry experts.</p> <p dir="DEFAULT"><strong>Who you'll work with</strong></p> <p dir="LTR">Reporting to the Director, Client Relationship Management, Investment Lifecycle you will be part of a small, dynamic team with a breadth of technical knowledge and business expertise. Together, you will own a portfolio of clients and initiatives while collaborating with your team to leverage collective strengths and expertise. You will oversee the work of teams in project delivery, information technology, business analysis &amp; quality assurance; driving focus and high-quality deliverables. You will work closely with clients to understand their needs; developing solutions and ensuring the successful delivery of business outcomes enabled by technology.</p>
Responsibilities: <h2><strong>What you'll do</strong></h2> <p dir="DEFAULT"><strong><u>Strategy.</u></strong> You will:</p> <ul> <li>Establish action plans to enhance the partnerships with internal divisions</li> <li>Evaluate the benefits, costs, and risks associated with the delivery of IT solutions and services</li> <li>Consider and incorporate future anticipated organizational needs into new and existing strategies</li> <li>Define delivery approaches to execute technology strategy, including release strategy, minimum viable product definition, team structure, and performance metrics.</li> </ul> <p dir="DEFAULT"><strong><u>Delivery Oversight.</u></strong> You will:</p> <ul> <li>Prioritize and focus delivery teams on business value and outcomes</li> <li>Oversee initiatives that align with your client portfolio</li> <li>Be a source of business and technical guidance to delivery teams</li> <li>Anticipate delivery risks and potential business outcomes; implementing protocols to mitigate risk</li> <li>Ensure responsive and &lsquo;right touch&rsquo; communication with clients during delivery including priorities, decisions, change impacts, challenges, etc.</li> </ul> <p dir="DEFAULT">&nbsp;<strong><u>Client Engagement. </u></strong>You will:</p> <ul> <li>Collaborate closely with clients to understand their business objectives, <span class="WL21">challenges/opportunities,</span> as well as which technology strategy will deliver optimal value.</li> <li>Meet with clients regularly; providing them with meaningful information on active work and discuss new/emerging opportunities</li> <li>Be the point of contact for any client issues and requests; accommodating their needs quickly</li> <li>Communicate with clients in a manner that&rsquo;s poised and professional</li> </ul>
Requirements: <h2><strong>What you'll need</strong></h2> <ul> <li>The knowledge. You have a bachelor&rsquo;s degree in Computer Science, Math, Engineering, Business or Finance. You have a deep knowledge of capital markets and investments as well as some exposure to technology systems. Ideally, you are in the process of or have achieved your CFA Level 1.</li> <li>The experience. You have 10+ years of experience in capital markets and/or asset management at a major financial institution or consulting firm. You have 8+ years of experience leading the implementation of complex technology solutions at the enterprise level; you have demonstrated success directing projects across multiple product lines and business units.</li> <li>The initiative. You&rsquo;re an outcomes-focused self-starter willing to do what it takes to achieve business goals and meet client needs. You&rsquo;re a continuous learner who&rsquo;s constantly looking for new ways to develop your skillset.</li> <li>The people skills. An outstanding written and verbal communicator, you excel when working with others. You effectively articulate your point and always meet the needs of your clients. You have experience working within a matrix environment, can build strong cross-functional relationships and always go the extra mile to satisfy your clients.</li> </ul> <p dir="DEFAULT"><strong>What we're offering</strong></p> <ul> <li>Pay for performance environment that offers competitive salary and incentives</li> <li>Numerous opportunities for professional growth and development</li> <li>Comprehensive employer paid benefits coverage, including a Health Spending Account</li> <li>Guaranteed retirement income through a defined benefit pension plan</li> <li>Competitive time off</li> <li>Discount programs including Edvantage and Perkopolis</li> </ul> <p dir="DEFAULT">At Ontario Teachers', diversity is one of our core strengths. We are a globally minded organization and take pride ensuring that the people we hire and the culture we create reflect and celebrate diversity of thought, background and experience.</p> <p dir="DEFAULT">Accommodations are available upon request for candidates with a disability taking part in the recruitment process and once hired.</p> <p dir="DEFAULT"><strong>How to apply</strong></p> <p dir="DEFAULT">Are you ready to pursue new challenges and take your career to the next level? Apply today!</p> <p dir="DEFAULT">We thank you for applying, however, only those selected to continue will be contacted. <em>Note that candidates must be legally entitled to work in the country where this role is located.</em></p>