Associate, Strategy & Operations, Client Relationship Management

Posted:
2/25/2026, 5:25:44 AM

Location(s):
Toronto, Ontario, Canada ⋅ Ontario, Canada

Experience Level(s):
Senior

Field(s):
Operations & Logistics

Workplace Type:
Hybrid

At IMCO, our talent is among the best! IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career.

Our culture is built on collaboration and passion, with a shared commitment to delivering lasting value to the clients we serve. Located in downtown Toronto, our vision is to be the partner of choice for Ontario’s public sector funds and to build a high-performing, value-driven asset management firm.

This job posting is for an existing vacancy. If you are ready to deliver best-in-class service and join a collaborative, motivated and fun team of professionals, IMCO offers the opportunity to do impactful work and broaden your expertise.  

If you’re looking to use your expertise to drive strategic outcomes, we’d love to hear from you.

**This is an 18-month Fixed-Term Opportunity**

Reporting to the Director, Strategy & Operations, Client Relationship Management (CRM), the Associate, Strategy & Operations contributes to planning, analysis, coordination, and execution across CRM initiatives, helping to ensure strong operational delivery and a consistent, client‑centric approach.

This role is well‑suited to a highly organized, detail‑oriented professional who thrives in a fast‑paced environment and enjoys working closely with senior leaders. The Associate will support the Director through high‑quality analysis, document preparation, coordination of activities, and day‑to‑day operational support, enabling the smooth execution of team priorities and deliverables.

As a Member of Our Team You Will be Responsible For:

Planning, Coordination & Execution

  • Support the planning, coordination, and execution of CRM projects and initiatives, including client events, communications, and internal programs.
  • Assist with the coordination of client events, including development and maintenance of workback plans, content planning sessions, and internal and external guest lists.
  • Support annual and multi‑year planning activities for the CRM team by tracking deliverables, timelines, milestones, and required inputs.
  • Maintain and manage a centralized team calendar to track key events, meetings, and deliverables, ensuring alignment with CRM priorities.

Analysis, Reporting & Materials Preparation

  • Prepare analyses, briefing notes, presentations, and other materials for CRM leadership, committees, and internal stakeholders.
  • Coordinate inputs and materials in support of governance forums (e.g., Client Portfolio Management Committee), ensuring completeness, accuracy, and timely distribution.
  • Track progress against CRM priorities, identify risks or issues, and support follow‑up actions in collaboration with the Director and broader team.

Stakeholder Coordination & Communication

  • Act as an intermediary to ensure information and materials are effectively coordinated and circulated to appropriate internal and external stakeholders.
  • Develop and maintain effective working relationships across Investments, Finance, Operations, Risk, and other IMCO functions to support CRM‑related initiatives.
  • Draft routine correspondence and support clear, consistent communications across the CRM team and with partners.

Operational Excellence & Continuous Improvement

  • Contribute to the improvement of CRM processes, tools, templates, and ways of working to enhance efficiency, consistency, and quality.
  • Support the development and implementation of continuous improvement initiatives within the CRM team and across broader IMCO business processes.
  • Participate in intra‑departmental project teams, providing coordination and administrative support for business planning and improvement initiatives.

Administrative & Technical Support

  • Provide high‑quality document preparation and specialist word processing support, including PowerPoint presentations, Excel analyses, and Word documents.
  • Track and control working documents, ensuring version control, accuracy, and adherence to formatting standards.

What you need to succeed:

Experience & Education

  • 2+ years of experience in the investment industry or significant experience (5–10 years) in an advanced administrative or operational support role.
  • University degree or relevant designation (e.g., Business Administration or equivalent); investment knowledge is an asset.

Skills & Capabilities

  • Advanced proficiency in Microsoft Office, particularly Outlook, Word, Excel, and PowerPoint (expert‑level PowerPoint skills preferred).
  • Advanced skills working with Adobe Acrobat Pro.
  • Strong analytical and problem‑solving skills, with the ability to structure information and identify key insights.
  • Proven experience supporting planning, program management, or operational initiatives in a complex organization.
  • Clear, concise business writing and presentation skills.
  • Excellent time management and organizational skills, with the ability to prioritize competing demands and manage multiple workstreams.
  • Strong proofreading and editing skills, with close attention to grammatical structure, spelling, punctuation, and formatting.

Personal Attributes

  • Self‑starter with initiative and the ability to influence and achieve results both directly and indirectly.
  • Collaborative, professional, and discreet, with demonstrated diplomacy and sound judgment in handling confidential information.
  • Comfortable working in a fast‑paced, relationship‑driven environment with a strong interest in client‑centric thinking.

The base salary range for this position is CAD $70,000.00 - $100,000.00. The placement within the range is determined by the range of market pay for the specific position, as well as the candidate's knowledge, skillset and experience relative to the requirements of the position and to internal peers. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you with the specific details for this position.

We thank all applicants for their interest. Only those selected for an interview will be contacted.

Our hybrid work model prioritizes an office-first approach, encouraging employees to make the most of our collaborative workspace at 16 York Street, Suite 2400, Toronto, ON M5J 0E6. This welcoming environment fosters teamwork, connection, and professional growth. While flexibility remains a key component of our model, we believe that regular in-office engagement enhances productivity and strengthens our culture. Our approach supports a fulfilling lifestyle that balances professional ambition with personal wellbeing.

IMCO is committed to providing accommodation for people with disabilities throughout the recruitment process. If you require support, please let us know and we will work with you to meet your needs. Artificial intelligence (AI) tools may be used to support parts of our recruitment process, such as screening and assessments. However, all hiring decisions are made by our recruitment team. Candidates being considered for this position will be required to undergo background screening.