Client Transitions Manager (Institutional Investments)

Location: Flexible hybrid schedule; work location at 483 Bay Street in Toronto until approximately late 2026, then 3 Robert Speck Parkway in Mississauga. Current work authorization for Canada is required.

Annual cash compensation, including base salary and target bonus: $127,000–$164,000, based on experience and qualifications.

Company

hirify.global Institutional develops investment solutions for Canadian institutional investors, including pension plans, endowments, foundations, corporate plans, and other institutions.

What you will do

• Lead institutional client onboarding, mandate implementations, asset transitions, funding events, and account restructuring initiatives from award through implementation and handoff.
• Develop and execute internal and client-facing project plans covering milestones, risks, communications, account setup, investment structures, and operational readiness.
• Coordinate Investment Management, Operations, Fund Treasury, Fund Accounting, Legal, Compliance, Product, Technology, Client Service, and other internal partners.
• Act as the primary contact for clients, custodians, consultants, record keepers, transition managers, legal counsel, and other external stakeholders.
• Manage trading and funding logistics, cash movements, settlements, account openings, implementation risks, compliance communications, and ongoing account maintenance.
• Support Salesforce and workflow enhancements by gathering requirements, coordinating training, representing the team in cross-functional projects, and driving process improvements.

Requirements

• Proven experience leading end-to-end institutional client onboarding, implementation, and transition projects from mandate award through funding, implementation, and handoff.
• Hands-on experience with account setup, legal and compliance coordination, funding events, operational readiness, trading implementation, stakeholder communications, and post-implementation support.
• 5–7 years of experience in financial services, asset management, institutional investments, client onboarding, transition management, operations, or a related field.
• Bachelor’s degree in Business, Finance, Economics, or a related discipline.
• Strong understanding of the Canadian institutional investment industry, including pension plans, endowments, foundations, insurance clients, and other institutional investors.
• Solid knowledge of pooled funds, separate accounts, and alternative investment structures.
• Project management experience with the ability to manage concurrent initiatives, competing deadlines, and complex stakeholder groups in large, matrixed organizations.
• Strong cross-functional leadership, organizational, analytical, problem-solving, decision-making, communication, and stakeholder-influencing skills.
• Ability to synthesize complex information, work proactively and independently in a fast-paced environment, and maintain a high-quality client experience.

Nice to have

• Canadian Securities Course (CSC).
• Bilingualism in English and French.
• Experience with institutional account restructurings, benchmark changes, manager transitions, fund mergers, Salesforce, CRM platforms, workflow tools, process improvement, custodians, consultants, record keepers, transition managers, and institutional governance structures.

Culture & Benefits

• Flexible working arrangements, including remote, hybrid, and in-office options within the role’s Canadian work-location requirements.
• Company RRSP contributions after six months, with no employee matching required.
• Employer-paid health benefits from the first day, including up to $6,000 annually for mental health services and therapy.
• Parental leave top-up to 100% of salary for 25 weeks and generous time off, including two paid annual volunteer days.
• Up to $650 for home office equipment, professional development courses, tuition reimbursement, and rewards for completing a required designation.
• Diversity and inclusion programs, including Employee Resource Groups.

Hiring process

• Applications are reviewed for the existing vacancy; only selected candidates will be contacted for an interview.
• Accommodation is available during the application process upon request. No telephone inquiries or agency submissions are accepted.