Team Leader, Client Solutions Team - Vancouver, Canada - Connor, Clark & Lunn Financial Group

Connor, Clark & Lunn Financial Group

Verified Company

Vancouver, Canada

1 week ago

Posted by:

Sophia Lee

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Description

Team Leader, Client Solutions Team

Connor, Clark & Lunn Investment Management Ltd.

Vancouver, BC
Connor, Clark & Lunn Investment Management ("CC&LIM") is a global institutional money manager based in Vancouver. It is the largest affiliate business of Connor, Clark & Lunn Financial Group.

Having provided investment management services to institutional clients for 40 years, CC&LIM is one of the largest independently owned investment management firms in Canada, with approximately $58 billion in assets under management and over 100 investment professionals.

CC&LIM is structured as a partnership, with key decision makers across all teams and functions serving as partners. This group of entrepreneurial investment professionals is focused on delivering both traditional and innovative solutions to its clients.

With clients domiciled globally, they manage a broad range of investment solutions that span traditional asset classes, such as Canadian equities (fundamental and quantitative styles), foreign equities (quantitative style), fixed income and balanced mandates as well as alternative strategies, including portable alpha, market neutral (fundamental and quantitative styles) and absolute return strategies.

The primary objective of CC&L's Client Solutions Team ("CS Team") is to manage the relationships and communication with the firms' clients to create goodwill and build value for the firm.

This is accomplished primarily by building trust with all stakeholders to promote the retention and expansion of client relationships.

The development of strong relationships allows the CS Team to better understand client needs in order to deliver solutions that are tailored to each client's unique needs.

The CS Team has built and maintains a first-class reputation in client relationship management through a disciplined approach that is thoughtful, proactive, responsive and flexible.

What You Will Do
The CS Team Leader is a key executive role at CC&LIM and will be part of the leadership team of the firm and will:

Develop client strategy (product, messaging and tactics)
Handle team management (budgeting, resourcing and career development)
Operations strategy and management (processes, workflow, and integration with back and middle office)
Act as an important spokesperson for the firm with clients, consultants and prospects

What You Bring

An entrepreneurial builder with a business owner mindset
A background that includes strategy development and implementation along with interpersonal and leadership skills
Investment management experience and an indepth understanding of financial markets, investment processes, strategy and concepts
A deep understanding of various client groups and client relationship experience.
At least 15 years of experience; with a deep understanding of financial markets, investment processes and strategies and the ability to communicate investment concepts at every level of client sophistication
Experience with and a deep understanding of the needs of a wide range of institutional clients including, corporate and multiemployer pensions, foundation, insurance, corporate, government, and First Nations
Experience collaborating with internal stakeholders to develop client management and communication strategies along with marketing and investment messaging which present clear and unique insights applicable to a wide range of clients
Possess strategic budgeting and business planning skills
The willingness to dive deep into processes, along with the ability to understand, develop and enhance operational processes, workflow and systems.

Who We Are

Connor, Clark & Lunn Investment Management ("CC&L"), an affiliate of the Connor, Clark & Lunn Financial Group, manages in approximately $58 billion for a variety of client types from institutional pension plans to retail mutual funds across a number of investment strategies including quantitative and fundamental equity, fixed income, and balanced fund mandates.

Connor, Clark & Lunn Financial Group ("CC&LFG") provides investment management services to individuals, advisors, pension plans, institutional investors and foundations.

The firm has offices across Canada and in New York and London and through its affiliated investment managers is responsible for the investment of over $96 billion in financial assets.

As we look forward, we can see both opportunities and challenges for further growth that only reinforce our commitment to attracting, retaining and motivating the most talented people in our industry.

This is best achieved by the delivery of:

A High-Quality Environment: To work with people who we hold in high regard; to enjoy the time that we spend at work; to focus on productive activities without the distraction of politics and bureaucracy; to treat each other with respect.

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An Opportunity to Succeed:To do work that has value and which presents the opportunity for professional