Manager, Client Relationship Management

Overview

• Manage assigned client relationships, building credibility and maintaining regular engagement on investment, asset allocation, and service matters.
• Lead assigned client interactions, both virtual and in-person, identifying needs, coordinating follow-up, and delivering tailored, value-added responses within established relationship strategies.
• Identify and advance improvements to CRM practices for assigned clients, helping deepen engagement and strengthen long-term partnerships.
• Lead assigned client-focused initiatives aligned with IMCO’s client success priorities, bringing a practical client perspective to cross-functional projects.
• Manage assigned client experience initiatives, including strategic asset allocation advisory work, investment strategy updates, and policy-related engagement.
• Coordinate implementation and refinement of the client segmentation framework to enhance service delivery and prioritization.
• Partner with internal partners to develop high-quality materials and insights for client discussions.
• Translate investment concepts, strategies, and policy considerations into clear, accessible messaging for a range of audiences.
• Maintain current knowledge of IMCO’s investment capabilities, asset classes, and market trends and apply that knowledge to client discussions and deliverables.
• Support the annual client survey process, synthesizing insights to inform continuous improvement in client experience and service delivery.
• Develop and enhance client-facing content that advances IMCO’s client education efforts and highlights organizational capabilities.
• Conduct research and prepare materials that support client engagement, assigned initiatives, and broader relationship management priorities.
• Coordinate client-related initiatives across functional teams, using influence and sound judgment to align stakeholders, manage execution, and deliver high-quality outcomes.
• Develop materials that improve internal visibility of client initiatives, including town halls, offsites, and related leadership updates.
• Bring a client perspective to broader organizational priorities and growth initiatives within the scope of assigned relationships and projects.
• Provide coaching, guidance, and quality review to team members and project teams, contributing to a collaborative, high-performing team environment without formal people-management accountability.
• Reinforce strong execution standards, accountability, and quality across assigned deliverables and stakeholder engagement.
• Undergraduate degree in Finance, Economics, Business, or a related discipline; advanced degree considered an asset.
• 6–8 years of relevant experience within the investment industry, investment consulting, or a related client-facin

At IMCO, our talent is among the best! IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career.

Our culture is built on collaboration and passion, with a shared commitment to delivering lasting value to the clients we serve. Located in downtown Toronto, our vision is to be the partner of choice for Ontario’s public sector funds and to build a high-performing, value-driven asset management firm.

This job posting is for an existing vacancy. If you are ready to deliver best-in-class service and join a collaborative, motivated and fun team of professionals, IMCO offers the opportunity to do impactful work and broaden your expertise.

If you’re looking to use your expertise to drive strategic outcomes, we’d love to hear from you.

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We are looking for a highly motivated Manager to join our Client Relationship Management team!

Reporting to the Managing Director, Head of Client Experience and Relationship Management, the Manager, Client Relationship Management is accountable for assigned client relationships and client interactions, delivering thoughtful, value-added engagement that strengthens IMCO’s client experience. The role works closely with institutional clients and internal teams to understand client priorities, apply sound judgment, and coordinate high-quality materials, insights, and deliverables that support informed decision-making.

The Manager also develops client-facing materials, insights, and engagement approaches that reinforce IMCO’s value proposition and enable clear, effective client conversations. Working through influence in a matrixed organization, the role coordinates across functions, exercises independent judgment, and ensures assigned initiatives are delivered with quality, consistency, and a client-first focus.

As a Member of Our Team You Will be Responsible For:

Client Strategy & Relationship Management

Client Experience & Strategic Initiatives

Investment Communication & Advisory Support

Client Insights, Research & Education

Internal Collaboration & Enterprise Contribution

What do you need to succeed?