Hybrid AVP, Relationship Management

Posted last week

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About the role

  • AVP, Client Relations responsible for managing National/Corporate Accounts within Canada Retirement segment. Focused on client relationship management, strategic growth, and operational leadership.

Responsibilities

  • Serve as the leader of the Client Relationship Managers/Client Relationship Executive teams focusing on National/Corporate Accounts and large/jumbo plan sponsors, consultants, and key intermediaries
  • Build and maintain strong, trusted partnerships with senior client stakeholders to understand their business objectives, challenges, and evolving needs
  • Act as a strategic advisor, providing insights and solutions that align with client goals and organizational capabilities
  • Collaborate with internal teams (Operations, Product, Distribution, Risk) to ensure seamless service delivery and resolution of complex issues
  • Represent Canada Retirement in client governance meetings, quarterly business reviews, and strategic planning sessions
  • Develop and execute account strategies to drive client satisfaction, retention, and growth opportunities
  • Identify and pursue opportunities for cross-selling and upselling products and services within the retirement solutions portfolio
  • Ensure service standards and contractual obligations are met for all assigned accounts
  • Monitor key performance indicators (KPIs and OKRs) and client satisfaction metrics; proactively address service gaps and escalate issues as needed
  • Maintain strong awareness of operational and regulatory risks impacting client accounts
  • Ensure compliance with internal policies and external regulations; participate in audits and governance reviews as required
  • Mentor and develop Client Relationship Managers / Executives to provide support across the Client Relations teams and Canada Retirement

Requirements

  • 10+ years of experience in client relationship management within retirement, wealth management, or financial services
  • Proven track record of managing large, complex client relationships and delivering exceptional service
  • Strong understanding of Canada Retirement products, plan design, and industry trends
  • Excellent interpersonal, negotiation, and influencing skills with the ability to engage senior stakeholders
  • Demonstrated ability to manage multiple priorities in a fast-paced, matrixed environment
  • Strong analytical and problem-solving skills; ability to anticipate issues and develop proactive solutions
  • Proficiency in Microsoft Office Suite (Teams, Outlook, Excel, PowerPoint) and familiarity with CRM tools
  • Bachelor’s degree in Business, Finance, or related field; advanced designation (e.g., CFA, CEBS) considered an asset

Benefits

  • Health insurance
  • Dental
  • Mental health support
  • Vision coverage
  • Short- and long-term disability
  • Life and AD&D insurance
  • Adoption/surrogacy and wellness benefits
  • Employee/family assistance plans
  • Retirement savings plans including pension and global share ownership plan with employer matching contributions
  • Financial education and counseling resources
  • Generous paid time off including holidays, vacation, personal, and sick days

Job title

AVP, Relationship Management

Job type

Experience level

Lead

Salary

CA$129,800 - CA$241,200 per year

Degree requirement

Bachelor's Degree

Location requirements

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