Recruiters Biddingfor Business
Agency job

Director, Capital Markets & Client Relations

Vancouver, BC

Full Time

Public opening managed by Waterhouse Executive Search Ltd.. You can apply directly through RBB without creating an account, or view the original posting.

Recruiter:
Grant Smith (grantsmith@waterhousesearch.com)
Location
Vancouver, BC
Work model
On-site / hybrid not specified
Employment type
Full Time
Experience level
Senior
Department
Capital Markets
Function
Investment Management
Industry
Investment Management
Published
Not publicly disclosed

Role description

About the opportunity

Pacific Nations Capital Management is building an Indigenous-majority-owned investment-management firm focused on institutional-quality portfolio management and long-term financial stewardship. The Director, Capital Markets & Client Relations is a senior client-facing role working closely with the CEO.

Key responsibilities

• Oversee assigned client portfolios within approved mandates and risk parameters.
• Support portfolio construction, monitoring, rebalancing and investment reporting.
• Act as a primary contact for key client relationships and communicate investment strategy and performance clearly.
• Support client acquisition, retention, presentations, onboarding and relationship-driven business development.
• Maintain compliance with applicable securities requirements and internal governance standards.
• Contribute to marketing materials, reporting, audit support and regulatory reviews.
• Collaborate with the CEO and provide guidance within a small, growing team.

The role combines portfolio oversight, client relationship management, business development and regulatory responsibility.

Qualifications

Qualifications

• Minimum five years of experience in investment management, asset management or related financial services.
• Eligibility for registration with a Canadian securities regulator.
• Leadership experience within a registered firm or comparable regulated environment.
• Strong understanding of investment products, portfolio construction and risk management.
• Demonstrated ability to manage and grow client relationships.
• CPA, CIM, CFA or equivalent experience is preferred.
• Knowledge of Indigenous governance and economic-development frameworks is a significant asset.

Additional information

Vancouver, British Columbia. Application is by resume quoting assignment DCMCR to grantsmith@waterhousesearch.com. The public posting does not publish a salary range.

Apply in under a minute

No account required. RBB receives your application so it can be shared with the recruiter or agency responsible for this opening.

Drag & drop your résumé

or click to browse — PDF or Word, up to 8 MB

By sending, you agree that RBB may share your details and résumé with the recruiter or agency responsible for this opening.

Other openings at this employer

Public opening managed by Waterhouse Executive Search Ltd.. RBB receives direct applications for sharing with the recruiter or agency responsible for the opening. Original posting