Job Specifications
Business Unit:
North America Institutional
Salary Range:
$145,000 CAD - $165,000 CAD
Specific compensation will be based on candidate’s experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs.
This posting is for an existing position vacancy.
Job Description:
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
Business Development
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.
Artificial Intelligence Statement:
Russell Investments does not use artificial intelligence (AI) to screen or shortlist candidates at any stage of the application review process for publicly advertised job postings or associated application forms. Consistent with the requirements of the Ontario Employment Standards Act, 2000 (as amended effective January 1 2026), this statement is provided for full transparency in our recruitment practices.
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 resear...
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