Description

Raintree Wealth Management
Location: Canada (Hybrid / Flexible)
Compensation: Base salary starting at $110,000, plus negotiable bonus

About Raintree Wealth Management

Raintree Wealth Management is a discretionary portfolio management firm providing globally diversified, actively managed investment solutions for high-net-worth individuals, families, foundations, and institutional clients. Our investment philosophy is rooted in disciplined risk management, global asset allocation, and long-term thinking.

We are growing our client-facing team and are seeking an experienced Client Relationship Manager to play a critical role in onboarding new clients, managing ongoing client relationships, and supporting the firm’s sales and growth initiatives.

Role Overview

The Client Relationship Manager is a senior, client-facing role responsible for delivering an exceptional client experience from initial onboarding through long-term relationship management. This role acts as a key point of contact for clients, works closely with Portfolio Managers and internal teams, and supports the firm’s business development efforts.

This position is ideal for a relationship-driven professional with strong investment knowledge, excellent communication skills, and the ability to operate in a fiduciary, discretionary environment.

Key Responsibilities

Client Onboarding & Experience

• Lead the onboarding process for new clients, ensuring a seamless and professional transition to Raintree Wealth Management
• Coordinate client documentation, account setup, and onboarding workflows in partnership with operations and compliance
• Ensure all onboarding aligns with regulatory and suitability requirements

Relationship Management

• Serve as a primary relationship contact for assigned clients
• Proactively manage client communication, reviews, and service needs
• Work alongside Portfolio Managers to support client meetings, portfolio discussions, and ongoing engagement
• Anticipate client needs and deliver a high-touch, concierge-level client experience

Sales & Growth Support

• Support the sales process by assisting with prospect meetings, presentations, and follow-up
• Help articulate Raintree’s investment philosophy, portfolio solutions, and value proposition to prospective clients
• Collaborate with senior leadership and Portfolio Managers on business development initiatives

Internal Collaboration

• Act as a liaison between clients, Portfolio Managers, operations, and compliance
• Contribute to continuous improvement of client experience processes and service standards

Why Raintree

• Work within a true discretionary investment management platform
• Collaborate with an experienced investment committee and portfolio management team
• Competitive compensation with upside through performance-based bonuses
• Opportunity to play a meaningful role in a growing, entrepreneurial firm
• Flexible work environment with national reach

Requirements

Qualifications & Experience

Required

• CFA designation required
• Registered as a Portfolio Manager, or eligible and willing to become registered
• Minimum 5+ years experience in wealth management, portfolio management, or client relationship roles
• Strong understanding of discretionary portfolio management and investment products
• Excellent interpersonal, communication, and presentation skills
• High level of professionalism, integrity, and client-first mindset

Preferred

• Experience working with high-net-worth or institutional clients
• Familiarity with Canadian regulatory requirements and discretionary platforms
• Ability to manage multiple relationships and priorities in a fast-paced environment