Senior Relationship Manager

hybrid
Calgary, Alberta, Canada .
full-time . September 11, 2024

Description

WORKING WITH US

At Grayhawk, relationships are not just talked about, they are our core business. Genuine relationships drive everything we do, as we believe they are essential to helping our clients manage their wealth, not just their money. We understand that significant wealth requires stewardship from a whole-person, whole-life, whole-family perspective. Our approach involves asking tough, yet transformative, questions about our clients’ wishes, fears, and aspirations. These human-centric interactions form the foundation of real, caring relationships. We recognize that the word “relationship” means different things to different people and adapt accordingly. Everyone in our team and our partners are committed to making these relationships work by upholding our guiding values.

We are guided by our values all the time, especially when the choices are the hardest:
Never let anything get in the way of being your authentic self.
Collaborate willingly across boundaries to keep the client at the center.
Take the time to be thoughtful with each other and with our families.
We see our clients as people; not rich people.
We have the courage and confidence to challenge our clients and each other, to question old beliefs, face reality, and dream of possibility.

4. We value intimacy over luxury. People don’t come here to be pampered or have their egos stroked. They come here to be themselves.

If there was one idea we carry around to bring us back to relationships it is this: If I’m more in tune with my client families and my team, we can go to incredible places others can’t.

THE ROLE

Reporting to the Head of Western Canada, the ideal candidate will be passionate about partnering with successful families and foundations and providing them with independent and objective investment advice. Responsibilities include but are not limited to:

Growth:

In partnership with Head of Western Canada, stewards the business development and client service process across the region.
Partners with other members of the team to identify prospects and move them through the pipeline, ultimately closing them as clients as per Grayhawk’s high standard as outlined in our Growth Playbook.
Actively participates in the regional market to nurture and grow Grayhawk’s brand awareness through COI connections, attending events, identifying philanthropic opportunities, speaking at conferences, and actively engaging with a local network.
Actively pursues share-of-wallet growth by understanding our client’s total investable wealth, and making strategic recommendations for how Grayhawk can continue to support their wealth objectives

Client Service & Portfolio Management:

Determine the needs of client families and develop specific tailor-made investment plans that would suit their current and multi-generational financial conditions and long-term family and investment goals and ensure that market transactions are executed in an appropriate timely manner, all in accordance with applicable securities laws and regulations as well as firm policies and procedures.
Discuss, gather, and compile all the information from the client including their income, insurance coverage, current status of the taxes, their expenses, risk tolerance levels, etc., and guide them in gathering all the related records.
Develop comprehensive investment strategies and asset allocation proposals appropriate to each client and engage in client presentations to deliver the same to families.
Manage client portfolios and service existing clients to maintain and grow portfolios.
Monitor client portfolios for performance, appropriateness, and opportunity.
Partner with the Western Canadian team to help develop, implement, review, and revise a 3-12 month rolling plan per family focusing on identifying family needs and opportunities.
Meet with clients, together with the team, on a regular basis to discuss/update on the progress of their plan and amend as necessary.
Effectively communicate Grayhawk’s investment philosophy and our risk management approach to current and prospective clients, as well as Centers of Influence.
Provide investment support, education and guidance to clients and prospects.
Monitor and manage portfolios in compliance with an Investment Policy Statement prepared for each client in accordance with firm practice.
Take a proactive, disciplined approach to rebalancing client portfolios.
Ensure the investment management process and client portfolios adhere to all internal and compliance policies and procedures as well as all applicable securities laws and regulations.
Maintain current knowledge of competitor investment capabilities, product offering and pricing policies and engage in knowledge-sharing with the Relationship Management Team.
Establish and enhance the Grayhawk’s profile by participating in meaningful and focused business and community activities and seeking out and creating opportunities to create meaningful experiences for families.
Participate in industry forums and conferences to keep apprised of all industry trends, competitive insights, products, and services.

QUALIFICATIONS

Given the role this individual will play in Grayhawk’s continued growth and success, it is essential that the successful candidate possess the following education, experience, and personal characteristics:

Education:

Advanced degree in Finance, or a related discipline;
Registered in good standing in the category of Advising Representative;
Completion of the CFA and/or Canadian Investment Manager (“CIM”) accreditations.

Experience:

Excellent understanding of financial markets and ability to communicate same with clients;
Experience conducting research that involves the financial analysis of investments;
Experience servicing private clients is preferred;
Technologically savvy and have advanced-level skills in data manipulation and processing including Microsoft Excel; and
Industry experience across multiple asset classes preferred or a focus on one single asset class.

Personal / Professional Attributes:

Self-starter who understands how to balance taking initiative with leveraging the strengths of the team around you;
Resourceful, agile, and able to pivot in a different direction smoothly and calmly when circumstances change unexpectedly;
Exceptional communicator. Confident and poised verbal communication, with exceptional writing skills;
Positive, enthusiastic, self-motivated, and confident. Endless supply of energy, a team player with strong problem-solving skills;
Steadfast in your integrity and have exceptional attention to detail, you are highly organized with the ability to translate and execute tasks in an efficient and effective manner and maintain strict confidentiality in all manners of your role;
Balance of analytical and inter-personal skills;
Driven by the opportunity to build meaningful relationships and of course love the world of investments; and,
Desire to learn the ins and outs of the company and be able to navigate a highly dynamic and fast-paced environment.

ABOUT GRAYHAWK

Grayhawk Wealth was founded in 2015 to empower our client’s wealth purpose and accelerate impact. We act as the Chief Investment Office (CIO) for Canada’s successful families and foundations.

Today we serve our clientele nationally, offering institutional quality investment portfolio curation with a relationship-first mindset. Our work is most meaningful when our clients feel how different it is to partner with us, and we support a path of purposeful wealth stewardship with profound impact across generations.

We designed Grayhawk to be a different kind of Chief Investment Office (CIO). One that delivers the experience clients were asking for. As a CIO, we offer our clients independent expertise and advice, with access to investment opportunities not typically available to private investors. We aim to provide a superior, long-term, risk-adjusted return for our clients based on their wealth goals. And we fundamentally believe that it all starts with relationships built on trust.

Our team of professionals are all here because they believe in what we do – each with their own story about why our purpose matters to them. We value diversity and inclusion as an organization and are dedicated to growing our team with individuals who have varied perspectives and experiences.

Know someone who would be a perfect fit? Let them know!