Regional Director, Client Relations

The Regional Director, Client Relations will lead the Client Relationship Managers (CRM) team in Ontario, managing and deepening relationships with National/Corporate Accounts and retirement plans within the Canada Retirement segment. This role serves as a strategic partner to clients and advisors, ensuring exceptional service delivery, driving retention and growth, and aligning client needs with organizational capabilities.

Position Responsibilities

• Client Relationship Management & Business Partnership : Lead the CRM team, drive client satisfaction, retention, and growth opportunities; identify cross‑sell and upsell opportunities; partner with Distribution and Product for new business, respond to RFPs, and participate in finalist presentations.
• Service Delivery Oversight : Ensure service standards and contractual obligations are met for all assigned accounts; monitor KPIs & OKRs, client satisfaction metrics; proactively address service...