Institutional Relationship Manager

Job Overview

Institutional Business Development & Relationship Manager (Canada)

We are hiring a senior-level professional based in Toronto to grow and manage relationships with institutional investors across Ontario and other central & western provinces of Canada.

This is a remote role, starting from a home office, with a chance to help open a Toronto office in the future.

You will be a key face of PineStone in Canada.

Key Responsibilities

Client Development & Relationships

• Build strong relationships with institutional investors

• Create a healthy pipeline of new business opportunities

• Turn prospects into long-term clients

• Understand client goals and support them fully

Client Communication & Support

• Share updates about firm strategies and performance

• Deliver excellent service that creates “servicing alpha”

• Answer client and consultant questions clearly and on time

Presentations & Reporting

• Give strategy presentations to clients

• Conduct detailed portfolio and performance reviews

• Help write investment commentaries and thought leadership content

Industry & Team Work

• Attend industry events, conferences, and meetings

• Work closely with investment and client relations teams

• Maintain strong relationships with investment consultants

Operations & Systems

• Complete RFPs, DDQs, and client questionnaires

• Update and manage client data in the CRM system

• Work independently and manage priorities confidently

  Required Qualifications

  Education

  • Bachelor’s degree in Finance, Economics, or related field

  • CFA or MBA is preferred

  Experience

  • 12+ years of experience in:

    • Asset Management or

    • Investment Consulting

  • Strong network with institutional investors in Canada

  • Proven success in winning and managing clients

  Skills

  • Excellent communication and presentation skills

  • Strong understanding of capital markets

  • Detail-oriented with good analytical thinking

  • Comfortable working independently

  • Flexible and adaptable in a fast-paced environment

  • Willing to travel (25–50% or more when needed)

    Why Join PineStone?

    • Competitive salary and benefits

    • Supportive and collaborative culture

    • High-impact senior role

    • Opportunity to grow with an employee-owned firm

    • Long-term career potential in Canada

Location & Work Style

• Location: Toronto, Canada

• Work Style: Remote (Home Office)

• Future Opportunity: Toronto office setup possible

Apply Now

If you are passionate about institutional investing, relationship building, and long-term growth, we would love to hear from you.

Apply Now