Director, Client Portfolio Management (Mid Market Sales & CCIO)
Job Description
- Master’s degree, CFA, or actuarial designation (FCIA/ACIA/ASA) preferred.
- Bilingualism and familiarity with Canadian regulatory frameworks are assets.
- Entrepreneurial mindset with high energy, sound judgment, and collaborative spirit.
- 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 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.
- 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.
- Act as a senior relationship manager for key institutional clients.
- Collaborate across internal teams to deliver unified client experiences.
- Maintain accurate CRM records and contribute to sales analytics and reporting.
- Bachelor’s degree in Finance, Economics, or related field.
- 10+ 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).
Business Unit:
North America Institutional
Job Description:
In this role, a successful candidate will support our Middle Market OCIO sales and OCIO client service functions. This role will work closely with our Head of Middle Market Institutional Sales, our Senior Director, Canada Institutional and the broader Institutional Canada 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
Business Development
- Partner with business development colleagues on the Institutional Canada 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 senior 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.
- 10+ 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.
About Us
Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Since 1936, Russell Investments has been building a legacy of continuous innovation to deliver exceptional value to clients, working every day to improve people’s financial security. The firm has $355 billion in assets under management (as of 6/30/2025) for clients in 30 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world.
Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.
