Relationship Manager - Canada (Investment Management)

Location: Toronto, Canada; hybrid work with four days in the office and one day remotely per week

Base salary: USD 120,000–225,000 annually, plus potential bonus, incentives, and benefits.

Company

hirify.global provides investment management solutions and proprietary research for institutional clients across global capital markets in more than 60 countries.

What you will do

• Build and maintain mutually beneficial relationships with institutional clients in the Canadian market.
• Lead client engagements, meetings, portfolio discussions, inquiries, and follow-up activities.
• Partner with the Business Development Manager on shared accounts and conduct portfolio reviews.
• Analyze portfolio performance, investment characteristics, and client risk profiles.
• Coordinate account onboarding, cash flows, and responses to client issues with internal subject-matter experts.
• Support client retention, defense strategies, cross-selling, efficiency initiatives, and internal collaboration.

Requirements

• 10+ years of relevant investment industry experience with a strong understanding of institutional clients in Canada.
• Broad knowledge of asset management, asset allocation, risk-based capital analysis, capital markets, and multiple asset classes.
• Ability to represent fixed income, equity, and asset allocation portfolios and communicate market insights to institutional clients.
• Ability to independently lead client engagements, manage multiple asset management assignments, and work effectively under pressure.
• Strong written communication, presentation, relationship management, business development, and teamwork skills.
• Completion of the Canadian Securities Course or willingness to obtain the designation.

Nice to have

• CFA, CAIA, or an advanced degree.
• Experience with insurance companies, pension funds, endowments, sovereign wealth funds, or government bodies.

Culture & Benefits

• Private-partnership ownership structure supporting a long-term client perspective.
• Collaborative culture focused on independent thought, healthy debate, inclusion, and excellence.
• Comprehensive benefits including retirement, health, dental, vision, pharmacy, life and disability insurance, and health and flexible spending accounts.
• Paid holidays, sick and vacation time, volunteer leave, tuition and CFA reimbursement, commuter support, adoption assistance, and backup childcare.
• Travel is required as needed for client meetings, selected conferences, and team initiatives.