Associate Director, Client Portfolio Management - (Mid Market Sales & CCIO)

This hybrid role supports Middle Market OCIO sales and client service functions at Russell Investments, working closely with the Canada Institutional team. The Associate Director will combine institutional business development with strategic portfolio advisory, cultivating new relationships across various pension plans, healthcare systems, and non-profits, while also supporting existing OCIO clients. Key responsibilities include delivering high-impact investment solutions, driving client engagement, and expanding the firm's presence in the Canadian institutional market.

Must Have

• Partner with business development colleagues to develop territory plans and execute OCIO sales strategies.
• Identify, research, and qualify new OCIO prospects.
• Prepare and deliver presentations, strategic RFP responses, and finalist meeting materials.
• Serve as a primary resource for strategic investment advice, including asset allocation, portfolio implementation, and LDI.
• Lead asset-liability modeling for pension plans and spending studies for endowments and foundations.
• Ensure regulatory and compliance reporting requirements are met for Canadian institutional clients.
• Act as a relationship manager for key institutional clients.
• Bachelor’s degree in Finance, Economics, or related field.
• 5-8+ years of experience in institutional investment advisory, client management, or sales.
• Deep knowledge of capital markets, investment policy, strategic asset allocation, and portfolio construction.
• Registration as an advising representative (portfolio manager).

Good to Have

• Master’s degree, CFA, or actuarial designation (FCIA/ACIA/ASA).
• Bilingualism.
• Familiarity with Canadian regulatory frameworks.
• Entrepreneurial mindset with high energy, sound judgment, and collaborative spirit.

Business Unit:

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North America Institutional

Job Description:

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In this role, you will support our Middle Market OCIO sales and OCIO client service functions. You will work closely with our Head of Middle Market Institutional Sales, our Senior Director of Canada Institutional and the broader Canada Institutional team.

This hybrid role combines institutional business development with strategic portfolio advisory, cultivating new relationships across corporate, multi-employer, public pension plans, healthcare systems, and non-profits while supporting existing OCIO clients. The candidate will partner closely with the team to deliver high-impact investment solutions, drive client engagement, and expand Russell Investments’ presence in the Canadian institutional market.

Key Responsibilities

• Partner with business development colleagues on the Canada Institutional team to develop territory plans and execute OCIO sales strategies aligned with growth objectives.
• Identify, research, and qualify new OCIO prospects using data-driven targeting and market insights.
• Prepare and deliver presentations, strategic RFP responses, and finalist meeting materials.
• Build and maintain a robust pipeline of OCIO prospects and contribute to firm-wide sales goals.
• Support marketing and positioning efforts through thought leadership and industry engagement.

Client Strategy & Portfolio Management

• Serve as a primary resource for strategic investment advice, including asset allocation studies, portfolio implementation, and liability-driven investing (LDI).
• Lead asset-liability modeling for pension plans and spending studies for endowments and foundations.
• Promote Russell’s investment products, positioning strategies, and enhanced solutions (e.g., LDI, Sustainable Investments).
• Ensure regulatory and compliance reporting requirements are met for Canadian institutional clients.
• Enhance the OCIO client service model and maximize retention through proactive relationship management.

Relationship Management & Collaboration

• Act as a relationship manager for key institutional clients, ensuring exceptional service and strategic alignment.
• Collaborate across internal teams to deliver unified client experiences and leverage cross-functional expertise.
• Maintain accurate CRM records and contribute to sales analytics and reporting.

Qualifications & Experience

• Bachelor’s degree in Finance, Economics, or related field required; Master’s degree, CFA, or actuarial designation (FCIA/ACIA/ASA) preferred.
• 5-8+ years of experience in institutional investment advisory, client management, or sales.
• Proven success with retirement plans, endowments, foundations, and other institutional investors.
• Deep knowledge of capital markets, investment policy, strategic asset allocation, and portfolio construction.
• Strong communication, presentation, and consensus-building skills.
• Registration as an advising representative (portfolio manager).
• Bilingualism and familiarity with Canadian regulatory frameworks are assets.
• Entrepreneurial mindset with high energy, sound judgment, and collaborative spirit.