Associate Director, Client Portfolio Management - (Mid Market Sales & CCIO)
Russell Investments(1 month ago)
About this role
This role supports Middle Market OCIO sales and OCIO client service for the Canada institutional market, combining business development with strategic portfolio advisory. The position partners with senior regional leaders to cultivate new institutional relationships and support existing OCIO clients, helping expand Russell Investments’ presence in Canada. The role is client-facing and involves delivering investment solutions and engaging with pension plans, endowments, foundations, healthcare systems, and non-profits.
Required Skills
- Business Development
- OCIO
- Client Service
- Asset Allocation
- Portfolio Construction
- Liability Modeling
- LDI
- Relationship Management
- RFP Preparation
- CRM
Qualifications
- Bachelor's Degree in Finance or Economics
- Master's Degree
- CFA
- FCIA
- ACIA
- ASA
- Advising Representative (Portfolio Manager) Registration
- Bilingualism
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