Relationship Manager - Ottawa, Canada - First Nations Financial Management Board

Sophia Lee

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Sophia Lee

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Description

Position Overview


Reporting to the Senior Relationship Manager ("SRM"), the Relationship Manager ("RM") is accountable for supporting _existing_ and _potential_ clients of the First Nations Financial Management Board ("FMB").

The RM coordinates and collaborates with all FMB business lines and contributes to a high performing and engaged relationship building team.


Accountabilities
Outreach / Engagement with prospective clients

  • Work with the SRM to identify prospective clients within a specific region and develop a client engagement strategy and work plan;
  • Conduct ongoing scans of the economic landscape in region to identify potential opportunities;
  • Implement the marketing and outreach strategy designed to generate interest and promote the _First Nations_ _Fiscal Management Act _("FMA") and FMB services and certification processes to prospective First Nation clients;
  • Develop a rapport with potential clients and provide support to continually improve the relationship continue to grow, maintain, and leverage networks;
  • Take steps to ensure and/or actively manage key relationships, outreach initiatives and engagement strategies with the objective of supporting potential clients;
  • Develop and deliver customized presentations and FAL/FAB workshops to First Nations;
  • Support First Nations to develop their Financial Administration Law ("FAL") or Financial Administration By-Law ("FAB");
  • Liaise with clients, their legal counsel, to support the development their FAL or FAB;
  • Engage with the MLS Legal and Paralegal to ensure the clients FAL or FAB is in compliance with FAL Standards;
  • Lead the client management process from initial engagement through to FAL compliance approval or FAB compliance opinion;
  • Act as the point of contact for all inquiries related to FAL Standards and the Sample Law templates related to law compliance approvals/opinions, and FP and FMS Certification; and
  • Prospective client segments include but are not limited to:
  • First Nations on FMA schedule: support these First Nations in reviewing and enacting a FAL and seeking Financial Performance ("FP") and Financial Management System ("FMS") Certification
  • First Nations not on FMA schedule: bring awareness of opportunities of the FMA, FMB services and benefits of a FAL, FP and FMS Certification
  • First Nations that wish to remain under the _Indian Act_: Provide awareness of FMB services and benefits of a FAB
  • First Nations seeking 10Year Grant eligibility: Provide awareness of the pathways and requirements
  • New Client Segment FMB Standards 141.1 NPO, Modern Treaty, SG,

Tribal Councils:
Maintain engagement and value proposition during development of Standards and legislation

The Relationship Manager performs other related duties as requested.


Qualifications

  • A Bachelor's degree in Business Administration or related field;
  • Minimum 5 years' experience in a business development related role, ideally working with First Nations;
  • Previous experience working with First Nations is required;
  • Indigenous cultural awareness essential;
  • Intermediate to advanced working knowledge of MS Suite;
  • Working knowledge of Customer Relationship Management software;
  • Ability to follow through and complete overlapping projects;
  • Superior communication skills and an excellent command of written and spoken English; French language skills an asset;
  • Ability to attend and conduct presentations virtual and eventually in person; and
  • Equivalent or relevant education and/or experience may be considered.

Work Conditions

  • Based in Ottawa, Ontario or Thunder Bay, Ontario; Hybrid or Remote work may be considered.
  • Requires extensive regional and sometimes national travel.
  • Evening and weekend work may be required occasionally.

What We Offer

  • Salary and annual bonus eligibility;
  • Flexible 37.5hour work week
  • Employer paid extended benefits;
  • Matching group RPP contributions;
  • Annual vacation allowance and generous paid stat & nonstat days;
  • Worklife balance;
  • Professional development & career growth opportunities.

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