Description
As a Senior Director on the Client Service team you will be responsible for leading and coordinating consulting efforts to clients while providing first class advice on a range of investment services to institutional investors including Defined Benefit Defined Contribution plans and Endowment & Foundations. These services include setting of investment objectives and beliefs strategic asset allocation investment management structures manager selection performance measurement and evaluation investment manager monitoring custodian and recordkeeper selection transition advice and statements of investment policy. You will liaise closely with other senior consultants clients fund managers and other areas of the firm and take increasing responsibility for client relationships and intellectual capital development (and gaining support from investment analysts as appropriate). You will also have a role to play in the growth of our Canadian investment business including business development and marketing.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specificjob opportunity.
The Role
Responsibilities
-
Qualifications
The Requirements
Artificial Intelligence (AI) tools may be used in the process to screen assess or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel.
This job posting is an advertisement for an existing vacancy.
Equal Opportunity Employer
Required Experience:
Contract
Employment Type : Full-Time
Experience: years
Vacancy: 1
Client Investment Consultant • Montreal, Quebec, Canada
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