Director, Institutional Relationship Management

Grade:Level 9
Referral Level: Level 2
Division: Institutional Sales & Service

IGM Financial Inc. is a leading wealth and asset management company in Canada managing approximately $290 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Mackenzie Investments founded in 1967 is a key part of IGMs business model. We are committed to delivering strong investment performance and offering innovative portfolio solutions to our clients. Our institutional relationships are built on the experience and unique perspectives gained through more than 40 years working with clients. Headquartered in Toronto Mackenzie Investments operates with a global footprint that includes offices in Boston Vancouver Winnipeg Dublin Beijing and Hong Kong.

At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canadas Top 100 Employers for the fourth consecutive year and one of Canadas Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.

Join our team to engage in continuous learning and skill development in a supportive environment. Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.

The Role:

As a member of the Institutional Distributionteam you will join a high-performing collaborative group responsible for strengthening institutional client relationships and developing meaningful partnerships with prospects and consultants to support long-term growth. The Director Institutional Relationship Management provides strategic and operational leadership for the team supporting Mackenzies global institutional business while maintaining direct relationship accountability for a select group of institutional clients.

Key accountabilities supporting the growth efficiency and governance of the global institutional business include leading the delivery of institutional client reporting; overseeing consultant database management; directing client onboarding and offboarding process; and ensuring the development implementation and continuous improvement of procedural frameworks across core functions.

This role partners extensively with teams across the organization including Portfolio Management Sales Marketing Product Compliance Operations and Legal among others.

Key Responsibilities:

• Provide leadership and development for the Client Services team supporting Mackenzies global institutional business.
• Lead relationship management activities for a select group of institutional clients acting as the senior point of contact and ensuring a high standard of service and strategic engagement.
• Deliver timely relevant and tailored client communications including investment performance updates portfolio manager insights strategy developments and market commentary.
• Coordinate and facilitate periodic client reviews independently or in partnership with portfolio managers investment directors and relevant investment teams ensuring high-quality interactions that reinforce the firms value proposition.
• Proactively manage client retention and growth by identifying at-risk relationships executing targeted retention strategies and advancing cross-selling opportunities that deepen and broaden client partnerships.
• Oversee the end-to-end institutional client reporting function ensuring strong risk controls governance operational effectiveness and the accurate and timely delivery of monthly and quarterly reports aligned with firm standards.
• Provide oversight of client service activities ensuring client prospect consultant and internal stakeholder inquiries are addressed promptly accurately and professionally.
• Maintain overall accountability directly or through delegates for serving as the point of coordination for institutional clients and internal stakeholders throughout the full onboarding and offboarding lifecycle ensuring seamless cross-functional execution and adherence to regulatory and internal requirements.
• Oversee and approve institutional client transaction activity ensuring alignment with client mandates KYC and suitability requirements and applicable regulatory standards.
• Provide oversight of Mackenzie Greenchip client servicing activities including transaction approvals onboarding/offboarding coordination and regulatory adherence.
• Identify assess and mitigate operational regulatory and client-specific risks ensuring appropriate controls documentation standards and governance practices are consistently applied.
• Lead strategic and operational initiatives that enhance business effectiveness scalability efficiency and risk management driving continuous improvement across systems workflows and governance frameworks.

Required Qualifications:

• Prior leadership experience within an institutional asset management firm including managing and developing high performing teams
• Strong relationship management experience with a solid understanding of portfolio management investment products and investment operations
• Working knowledge of regulatory and compliance requirements; experience applying these in a client-facing or operational context is an asset
• Ability to perform effectively under pressure and manage multiple complex deadline-driven priorities simultaneously with sound judgement
• Excellent interpersonal verbal and written communication skills with the ability to engage across all organizational levels
• Demonstrated ability to work independently as well as collaboratively with professionals across multiple organizational levels
• Strong team orientation with a collaborative solutions-focused mindset
• Highly detail-oriented self-starter with the ability to maintain accuracy and quality in a fast-paced environment with minimal supervision
• Strong analytical and problem-solving capabilities coupled with initiative and the ability to anticipate and address issues proactively
• Strong organizational and prioritization skills with the ability to coordinate multiple concurrent initiatives
• Demonstrated knowledge of institutional client onboarding and offboarding processes
• Willingness to travel as required
• Post-secondary degree required; specialization in business finance or a related discipline considered an asset
• Successful completion of the Canadian Securities Course (CSC) or an equivalent industry-recognized investment designation (e.g. IFIC CFA CIM)

Preferred Qualifications:

• Completion of or progress toward the Chartered Financial Analyst (CFA) designation and/or Chartered Investment Manager (CIM) designation considered an asset
• Experience with Salesforce and eVestment platforms preferred
• Advanced proficiency in Microsoft Office applications including Word Excel and PowerPoint

Benefits:

• COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary performance-weighted bonus education/career support option to join Employee Share Purchase Plan with employer matching component.
• EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage flexible plan for you and your family and short-term & long-term disability plans.
• RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component.
• WORK LIFE BALANCE: paid volunteer days competitive time off including 10 wellness days off WorkPerks discount program hybrid & flex work arrangements.
• INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team Be Accountable Be Better engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest identity or background).

The expected annual base salary range for this role is ($150000- $192000) which is determined based on skills knowledge and experience and geographic addition to base salary this role is eligible for annual short-term incentive health and well-being benefits retirement and savings plan paid time off and career development.

IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates thatrepresentthe diversity present across Canada including racialized persons women Indigenous persons persons with disabilities 2SLGBTQIA community gender diverse and neurodiverse individuals as well as all who may contribute to the further diversification of ideas.

Mackenzie Investments is an accessible employer committed to providingbarrier-free recruitment you require accommodation or this information in an alternate format at any stage of the recruitment process please reach out to the Talent Acquisition team who will work with you to meet your needs.

How to Apply:Interested candidates are invited tosubmittheir resume and a cover letter detailing their qualifications and experience to thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

Please apply by March 9 2026.