Experience

Fiera Capital

• Canada
• Financial Services
• 400 - 500 Employee

• Senior Associate, Private Wealth

  • Jan 2023 - Present

  Montreal, Quebec, Canada



Pembroke

• Canada
• Investment Management
• 1 - 100 Employee

• Associate, Client Services and Business Development

  • Apr 2022 - Dec 2022

  Montreal, Quebec, Canada



Computershare Canada

• Canada
• Financial Services
• 200 - 300 Employee

• Relationship Manager

  • Apr 2018 - Apr 2022

  Montreal, Quebec, Canada • Develop and maintain relationships with Senior-level management with both HR/Benefits and Financial Executives to better understand the client's day-to-day needs, short- and long-term strategic goals related to plans. • Introduction / identification of opportunities for solutions within the established client base. • Seek client feedback on product/service initiatives through formal and informal feedback to ensure service levels are appropriate and to determine opportunities for… Show more • Develop and maintain relationships with Senior-level management with both HR/Benefits and Financial Executives to better understand the client's day-to-day needs, short- and long-term strategic goals related to plans. • Introduction / identification of opportunities for solutions within the established client base. • Seek client feedback on product/service initiatives through formal and informal feedback to ensure service levels are appropriate and to determine opportunities for improvement. • Responsible for the pro-active resolution of client issues. • Responsible for the achievement of the budgeted revenue and profit per client. • Sales support for new prospective clients, develop / maintain a cross-sale strategy. • Negotiate legal documentation, contracts, service agreements, service enhancements and special requests. Show less



Manulife Investment Management

• Canada
• Investment Management
• 700 & Above Employee

• Relationship Manager

  • Feb 2012 - Feb 2017

  Montreal, Canada Area • Build and strengthen relationships with firm's clients through proactive in-person, verbal and written contact including on-site visits, with a focus on client retention, AUM preservation and customer satisfaction. Identify opportunities to grow and improve the relationship. • Serve as primary contact for assigned institutional clients with responsibility for coordinating various internal resources e.g. portfolio management teams, performance analytics, operations, compliance, legal etc… Show more • Build and strengthen relationships with firm's clients through proactive in-person, verbal and written contact including on-site visits, with a focus on client retention, AUM preservation and customer satisfaction. Identify opportunities to grow and improve the relationship. • Serve as primary contact for assigned institutional clients with responsibility for coordinating various internal resources e.g. portfolio management teams, performance analytics, operations, compliance, legal etc. required to deliver products, resolve operational issues and provide high quality service to the clients. • Arrange periodic due-diligence meetings and conference calls with clients and/or their investment consultants to review assigned portfolios, investment guidelines, fund objectives and investment process. Prepare and deliver presentations at these meetings along with the portfolio managers and/or other relevant internal teams e.g. Compliance, Operations. • Provide monthly, quarterly and ad-hoc client reports that are typically comprised of portfolio characteristics, performance data and performance attribution, as well as economic and mandate-specific commentary • Provide value-added analysis of portfolio performance to clients through the use of industry software e.g. Mercer MPA, Principia, Evestments • Provide support to the Portfolio Management Team via the assessment and analysis of assigned portfolios. This involves working with the managers to ensure that the client guidelines are relevant in the current economic environment, reviewing results to ensure they are in keeping with expectations. • Partner with the Sales and Consultant Relations teams in building relationships with prospective clients and consultants. Provide support in the acquisition of new clients and oversee the on-boarding and transition of new client accounts. • Document all client relationship activities including calls, emails, visits, meetings, conference calls and events via Salesforce.

• Institutional Sales Associate

  • Aug 2011 - Feb 2012

  Montreal, Canada Area • Developed expertise with Manulife Asset Management's (Manulife AM) retail and institutional investment products, with a primary focus on separately managed accounts. • Partnered with an external wholesaler to develop sales of Manulife Asset Management's (Manulife AM) retail and institutional investment products to financial advisors within a specific territory (northern Ontario, Quebec & Eastern Canada). • Assisted with the development and ongoing management of annual business… Show more • Developed expertise with Manulife Asset Management's (Manulife AM) retail and institutional investment products, with a primary focus on separately managed accounts. • Partnered with an external wholesaler to develop sales of Manulife Asset Management's (Manulife AM) retail and institutional investment products to financial advisors within a specific territory (northern Ontario, Quebec & Eastern Canada). • Assisted with the development and ongoing management of annual business region plans as well as territory management strategies to ensure proper coverage of territory. • Achieved activity targets through outbound telephone communication, including number of calls and contacts per day with Advisors, Consultants • Achieved regional sales targets by assisting Advisors to increase their business through the sale of (Manulife AM) products and increasing the share of Advisors' sales represented by Manulife AM products. • Developed strong relationships with Advisors, Manulife Regional Investment Funds Marketing Managers and Manulife Regional Production Managers, ensuring these clients' expectations are always exceeded. • Represented and promoted Manulife AM within the local region through phone and email contact. • Acted as a resource for Marketing and Product Development teams by sharing findings on sales opportunities, the competitive landscape and product ideas, based on client contact. • Acted as primary resource for product and services consultation support to advisors. • Updated daily call activities on Salesforce. • Developed a daily call plan to ensure activities are met. • Acted as Sales resource for External Wholesaler during vacation or other absences.



State Street

• United States
• Financial Services
• 700 & Above Employee

• Manager, Global Investment Operations

  • Aug 2007 - Oct 2010

  Montreal, Canada Area • Coordinated and monitored the operations sector of portfolio accounting, including organizing, planning operations in addition to tracking timelines. • Coordinated the production and updating of documentation of all the processes required by the sector. Identified the needs and tools to develop and implement the improvements needed to optimize the process. • Operational monitoring of mutual fund business by tracking tax compliance and the maintenance and validation of internal… Show more • Coordinated and monitored the operations sector of portfolio accounting, including organizing, planning operations in addition to tracking timelines. • Coordinated the production and updating of documentation of all the processes required by the sector. Identified the needs and tools to develop and implement the improvements needed to optimize the process. • Operational monitoring of mutual fund business by tracking tax compliance and the maintenance and validation of internal databases for the funds and the production of special reports • Participated in development and testing of systems and procedural enhancements and provided training to staff on those enhancements. • Supervision of team members of the portfolio accounting that included hiring, evaluating and developing their skills. • Reconciled accounting records for investment funds on a timely basis to safeguard the integrity of the financial information and resolved discrepancies: cash, asset and unit accounts to custodian and client system records. • Performed reasonability analyses and explained variances. • Validated the information required for the preparation of client reports, management reports, financial statements as well as other financial reports. • Processed cash transactions and performed cash forecasts. Show less



abrdn

• United Kingdom
• Financial Services
• 700 & Above Employee

• Management Associate, Group Savings & Retirement

  • May 2003 - Feb 2007

  Montreal, Canada Area • Identified, implemented and maintained controls and reviews to mitigate financial and operational risks and ensure compliance with regulatory requirements and internal policies. • Planned and monitored resources (human resources and budget) and established goals to meet these objectives. • Planned and managed all activities and resources required to achieve the goals, objectives and key results by maximizing and ensuring established service level agreements are consistently met or… Show more • Identified, implemented and maintained controls and reviews to mitigate financial and operational risks and ensure compliance with regulatory requirements and internal policies. • Planned and monitored resources (human resources and budget) and established goals to meet these objectives. • Planned and managed all activities and resources required to achieve the goals, objectives and key results by maximizing and ensuring established service level agreements are consistently met or exceeded. • Enhanced knowledge and shared expertise by keeping abreast of legislation (including international security legislation), compliance and administration issues impacting group savings & retirement programs to support and coach team members. • Developed team members' competencies according to personal and corporate objectives. • Ensured customer satisfaction by maintaining communication with the customer base (both internal and external). • Participated in the sales process, when required by the sales team, through client meetings/presentations. Show less



BMO

• Canada
• Financial Services
• 700 & Above Employee

• Supervisor, Client Relationship Team

  • 1997 - 2003

  Montreal, Canada Area