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Richter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success. Whether business, personal, or both, Richter is uniquely positioned to address the needs of Canada’s most successful entrepreneurs, private clients, business owners and business families and help them chart a clear path to shape their legacy for the future. Founded in 1926, Richter’s 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.

Position Summary

A Client Relationship and Development Manager is accountable to the partners for maintaining and growing existing client portfolios through exceptional client-management skills and financial acumen used to develop an individualized investment strategy for each client. Additionally, they are responsible for acquiring new clients by making direct contact with prospective business families, understanding their unique financial needs, and communicating the breadth of the Richter offering. In the course of their regular interactions with clients they are expected to promptly respond to client concerns or requests through active listening and knowledge of the financial industry. They must be capable of navigating the unique financial and personal challenges facing business families by adopting a collaborative mindset. They should understand how to leverage knowledge of the firm and the Richter Family Office (“RFO”) team to ensure a holistic client experience with regards to portfolio management, regulatory compliance and performance monitoring of their respective client accounts.

Key Responsibilities

• Acts as the primary point of contact for clients relating to account requests or problem resolution;
• Sources a list of prospective clients on a regular basis and develops a unique sales strategy to promote the Richter brand and services offered;
• Understands the distinct financial needs of each client and develops an investment strategy that is tailor made to their unique circumstances;
• Leverages knowledge of financial strategies to provide investment advice to clients as required;
• Conducts research to stay current on the latest news and information affecting financial markets and the investment landscape;
• Monitors client accounts for regulatory compliance and collaborates with members of the RFO team to ensure important statutory requirements and deadlines are met;
• Assists in the maintenance of client information by promptly communicating changes in a client’s circumstances to the relevant RFO team members involved;
• Leads and facilitates quarterly strategic meetings with clients, presenting comprehensive performance reviews and delivering actionable recommendations that drive portfolio growth, optimize investment outcomes, and strengthen client relationships
• Leverages strong interpersonal skills to navigate difficult conversations with extended client family and effectively communicates the wider range of services offered by the firm;
• Uses a variety of strategies and mediums to regularly communicate with prospective clients, either in person or through writing.
• Employs tact, clarity, transparency and good judgment in all communications with clients;

Knowledge, skills, abilities and other requirements for the role

• Bachelor of Commerce degree with Accounting or Finance major
• Must have at least 5-7 years of experience of portfolio management experience;
• Must possess a CFA or CIM and be registered as a Portfolio Manager
• CAIA, CPA or Financial Planner designation are desirable.
• Must have a strong knowledge of financial markets, strategies and the investment landscape.
• Knowledge of private markets and alternative assets an asset.
• Must have a strong knowledge of Canadian securities compliance and regulatory requirements;
• Must have strong interpersonal skills and the ability to communicate complex and technical financial information in easy-to-understand terms;
• Must be bilingual and have strong verbal and written language skills;
• Must be able to effectively manage a personal schedule and prioritize multiple deadlines and deliverables;
• Must be able to leverage centres of influence and local business community to prospect new clients;
• Must be able to demonstrate active listening skills and leverage financial knowledge to recommend solutions;
• Should understand the unique complexities inherent with business family dynamics;
• Should be able to manage personal stress and maintain a calm demeanour when communicating with clients;

What’s in it for you?

• Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution Matching
• Employee and Family access to virtual healthcare network
• Employee and Family Assistance Programs, including consultations with mental health professionals
• Annual Health & Well-being Program
• Hybrid work Environment
• Competitive Performance Bonus
• Tuition Reimbursement
• Professional Dues Reimbursement
• CFE leave financial support
• Academic Incentives
• Talent referral bonus
• Client referral bonus
• Access to an on-demand concierge nannying, babysitting, and tutoring service
• Annual employee rewards and recognition

Your application

We are excited to meet motivated professionals who are looking for career growth in a mid-sized family minded firm and have a strong background in building and fostering relationships.

Sounds like you? Apply today!