Relationship Manager - Red Deer, Canada - First Nations Financial Management Board

First Nations Financial Management Board
First Nations Financial Management Board
Verified Company
Red Deer, Canada

1 week ago

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 IELR 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
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First Nations not on FMA schedule: bring awareness of opportunities of the FMA, FMB services and benefits of a FAL, FP and FMS Certification
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First Nations that wish to remain under the _Indian Act_**: Provide awareness of FMB services and benefits of a FAB
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First Nations seeking 10-Year Grant eligibility: Provide awareness of the pathways and requirements
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New Client Segment FMB Standards 141.1 NPO, Modern Treaty, SG, Tribal Councils: Maintain engagement and value proposition during development of Standards and legislation


Relationship Management

  • Provide thorough reporting on qualifiable metrics that meet IELR and FMB corporate goals, strategic goals, and objectives;
  • Complete quality assurance for all material, including legal documentation, provided to the IELR Legal team on behalf of a First Nation.

Supporting the Journey to FP & FMS Certification

  • Remains the primary point of contact with Chief & Council;
  • Develop rapport and remain engaged with the Chief & Council to maintain an understanding of the Nations' needs, objectives, and timeframes;
  • As needed, provides additional presentations to reengage Chief & Council and senior staff to reinforce the benefits of capacity development services and FP and/or FMS Certification;
  • In collaboration with Capacity Development and Intervention ("CDI") support First Nations with a FAL in reengaging workplans towards FMS certification;
  • In collaboration with Standards and Certification ("SAC") business Line, support First Nations in evaluating the benefits of FP Certification and obtain financial information required;
  • Client segments currently include but are not limited to:
  • First Nations on FMA schedule, with a FAL.
  • First Nations not on FMA schedule and wish to currently remain under Section 83 of the _Indian Act_ and have a FAB.

Supporting clients' journey to 10-Year Grant

  • First Nations with a FAL or FAB seeking eligibility for the 10Year Grant. Guide clients thought the eligibility requirements.

Supporting clients in the DMPPP

  • Default Management Prevention Pilot Program. Support clients with a Law that are in DMPPP program as they move towards enacting a FAL and obtaining certifications.

Stakeholder Relations & Engagement

  • As directed by the SRM:
  • develop, and implement an FMB stakeholder relationship strategy for assigned region to promote the FMA and FMB;
- attend regional conferences, events, and industry functions to promote the FMA and FMB
- coordinate with the other FMA Institutions
  • First Nations Financial Authority (FNFA), First Nations Tax Commission (FNTC); and
- establish relationships and partnerships with Indigenous organizations, agencies, institutions, including but not limited: Indigen
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