Vice President, Marketing & Client Services

  • Competitive
  • Toronto, ON, Canada
  • Permanent, Full time
  • Sprucegrove Investment Management
  • 16 Oct 17 2017-10-16

We are currently recruiting for a Vice President, Institutional Investments and Client Services for our Toronto office. As part of the Marketing & Client Services team, the individual will focus on proactively establishing and maintaining business relationships with institutional investors and consultants in Canada and the U.S., work with internal and external marketing and client service professionals and also interact with portfolio managers, research and compliance teams. This position will be based out of Toronto, Canada, and will require travel in Canada and the U.S.

Job Description

  • Build a deep understanding of Sprucegrove’s mandates to plan and execute meetings with current and potential institutional clients and consultants.
  • Conveys extensive knowledge of our firm and products to sophisticated investors.
  • Develops strong relationships by proactively identifying and cultivating prospective clients, and building long-term relationships through introductory calls and meetings.
  • Stays current on the market to engage in topical conversations in the institutional markets environment. 
  • Ensures CRM is accurately updated to support all marketing and client servicing activities.
  • Provides regular pipeline reports, client feedback, and market research knowledge to management.
  • Demonstrates principled leadership and sound business ethics; shows consistency of values and behavior

Candidate Profile

  • Bachelor’s degree is required; an advanced degree or relevant qualification such as an MBA, is preferred
  • CFA designation
  • Minimum 10 years of successful experience in the Institutional marketplace, client service, consultant relations and marketing experience
  • Comprehensive understanding of the institutional investment management industry, particularly with a client services focus
  • Excellent verbal and written communication skills with ability to convey information to internal and external clients with sophisticated investment knowledge in a clear, focused and concise manner
  • Self-starter who can work independently but also collaboratively within a team environment
  • Superior organizational skills with meticulous attention to detail