Russell Investments

About the Company

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. For the last 90 years, 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. We believe all investors deserve more than one way to invest, so we build customized portfolios using data-driven research and top managers to perform across markets.

We work tirelessly and ask the right questions to stay ahead of the curve, anticipating market shifts and palpable risks to meet ever-changing client needs. We’ve been in business 90 years and we’re still climbing. The firm has $370 billion in assets under management (as of 9/30/2025) for clients in 30 countries.

Headquarters: 401 Union St, Seattle, WA 98101
Russell Investments has offices in 17 cities around the world.

Listed Jobs

Company Name

Russell Investments

Job Title

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

Job Description

**Job Title:** Associate Director, Client Portfolio Management (Mid Market Sales) **Role Summary:** Hybrid institutional sales and portfolio advisory role focused on Canada’s corporate, pension, and nonprofit sectors. Combines business development with client service to expand Russell Investments’ institutional market presence. **Expectations:** - Drive growth through strategic OCIO sales and client relationship management in Canada. - Deliver tailored portfolio solutions and enhance client retention. - Execute sales strategies aligned with growth objectives while supporting cross-functional collaboration. **Key Responsibilities:** 1. Develop territory plans, identify new OCIO prospects using data-driven insights, and execute sales strategies. 2. Advise on asset allocation, liability-driven investing (LDI), and sustainable investment strategies. 3. Manage key institutional client accounts, ensuring strategic alignment and exceptional service. 4. Collaborate with internal teams to deliver unified client solutions and maintain CRM records. 5. Ensure compliance with Canadian regulatory requirements for institutional clients. **Required Skills:** - 5–8+ years in institutional investment sales, client management, or advisory roles. - Expertise in capital markets, investment policy, strategic asset allocation, and portfolio construction. - Proven success engaging retirement plans, endowments, and foundations. - Strong presentation, communication, and consensus-building abilities. - Registration as an advising representative (portfolio manager). **Required Education & Certifications:** - Bachelor’s degree in Finance, Economics, or related field; Master’s, CFA, or actuarial designation (FCIA/ACIA/ASA) preferred. - Familiarity with Canadian regulatory frameworks and bilingualism considered an asset.

Toronto, Canada

Hybrid

02-02-2026