Senior Relationship Manager
Core
Manage and grow relationships with Canadian Asset Owner clients (pensions, endowments, foundations) to drive adoption of FTSE Russell index solutions and generate revenue.
Role type
Senior IC relationship manager (institutional sales)
Builds
Index products, ETFs, derivatives, and asset allocation solutions for buy-side and sell-side clients
Domain
Financial services / Investment management / Indexing
Deliverable
client delivery
Required skills
consultative selling, strategic growth planning, CRM management, new business development, complex stakeholder management, investment product knowledge, sales forecasting, cross-functional collaboration
Preferred skills
experience with large U.S. asset owners, navigating long sales cycles, assembling assets from institutional and retail investors
Technologies
Salesforce
Responsibilities
Achieve annual new business targets and quarterly YTD progress; coordinate regional and junior team members; develop and implement strategic growth plans for clients; deliver revenue alignment goals through benchmark adoption and AuM growth; forecast and plan new business development opportunities; record detailed client activity in CRM; leverage existing relationships to broaden global footprint; partner with Product and Marketing for market intelligence and ecosystem development; facilitate planning, reporting, and strategy development; partner with clients to launch new funds and support asset assembly.
Seniority
Manager, hands-on IC
