Director, Client Coverage, Canada
HybridToronto, Ontario, Canada
Job Summary
Manage a portfolio of 30 to 50 institutional pension fund clients across Canada by building long-term relationships with senior stakeholders and delivering annual benchmarking presentations to executive leadership and Boards. Develop account plans and growth strategies for each client while identifying opportunities to expand engagement through consultative cross-selling of research and advisory solutions. Partner closely with Research, Product Development, Marketing, and Production teams to influence future products based on client feedback. Represent the company at industry conferences and network events. Travel approximately 10%.
Required Qualifications
- Strategic experience managing and growing strategic client relationships
- A consultative, commercially minded approach with a track record of identifying growth opportunities while building long-term client partnerships
- Confidence in engaging senior executives and Boards, with the ability to communicate complex insights in a clear and compelling way
- Strong strategic thinking, including experience developing account plans, prioritizing opportunities, and driving measurable outcomes
- An analytical mindset with the ability to translate client needs into actionable business and product insights
- Proficiency with CRM platforms (e.g., HubSpot) and Microsoft Office
- A degree in Business, Commerce, Economics, Finance, or related fields
- Willingness to travel approximately 10%
Desired Qualifications
- Experience within pensions, institutional investments, financial services, consulting, or a related industry
- An MBA, CFA, or similar designation
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