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