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Fintech
The Client Relationship Manager will manage client relationships, support client needs, deliver client service, and contribute to strategic projects for a Canadian client base.
Fintech
The Client Relationship Manager will manage client relationships, ensure client satisfaction, and collaborate cross-functionally, focusing on complex client needs and engagement initiatives.
Fintech
Lead consultant engagement to secure buy ratings, OCIO allocations, and institutional mandates. Build and maintain consultant relationships, coordinate research agendas, partner with Taft Hartley sales, collaborate with investment and sales teams, and deliver due diligence to drive AUM and revenue growth.
