Director, Institutional Relationship Management

Job Description

Grade:Level 9
Referral Level: Level 2
Division: Institutional Sales & Service

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $290 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Mackenzie Investments, founded in 1967, is a key part of IGM's business model. We are committed to delivering strong investment performance and offering innovative portfolio solutions to our clients. Our institutional relationships are built on the experience and unique perspectives gained through more than 40 years working with clients. Headquartered in Toronto, Mackenzie Investments operates with a global footprint that includes offices in Boston, Vancouver, Winnipeg, Dublin, Beijing, and Hong Kong.

At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive year and one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.

Join our team to engage in continuous learning and skill development in a supportive environment. Our Values:
Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.

The Role:

As a member of the Institutional Distribution
team, you will join a high-performing, collaborative group responsible for strengthening institutional client relationships and developing meaningful partnerships with prospects and consultants to support long‑term growth. The Director, Institutional Relationship Management provides strategic and operational leadership for the team supporting Mackenzie’s global institutional business, while maintaining direct relationship accountability for a select group of institutional clients.

Key accountabilities supporting the growth, efficiency, and governance of the global institutional business include leading the delivery of institutional client reporting; overseeing consultant database management; directing client onboarding and offboarding process; and ensuring the development, implementation, and continuous improvement of procedural frameworks across core functions.

This role partners extensively with teams across the organization, including Portfolio Management, Sales, Marketing, Product, Compliance, Operations, and Legal, among others.

Key Responsibilities:

• Provide leadership and development for the Client Services team supporting Mackenzie’s global institutional business.
• Lead relationship management activities for a select group of institutional clients, acting as the senior point of contact and ensuring a high standard of service and strategic engagement.
• Deliver timely, relevant, and tailored client communications, including investment performance updates, portfolio manager insights, strategy developments, and market commentary.
• Coordinate and facilitate periodic client reviews, independently or in partnership with portfolio managers, investment directors, and relevant investment teams, ensuring high‑quality interactions that reinforce the firm’s value proposition.
• Proactively manage client retention and growth by identifying at‑risk relationships, executing targeted retention strategies, and advancing cross‑selling opportunities that deepen and broaden client partnerships.
• Oversee the end‑to‑end institutional client reporting function, ensuring strong risk controls, governance, operational effectiveness, and the accurate and timely delivery of monthly and quarterly reports aligned with firm standards.
• Provide oversight of client service activities, ensuring client, prospect, consultant, and internal stakeholder inquiries are addressed promptly, accurately, and professionally.
• Maintain overall accountability, directly or through delegates, for serving as the point of coordination for institutional clients and internal stakeholders throughout the full onboarding and offboarding…