Associate Partner, Financial Wellness
Morneau Shepell
Toronto, CA
3d ago

Build a meaningful career

At Morneau Shepell, we offer more than career opportunities, we provide career opportunities to make meaningful contributions to people’s lives.

The extraordinary expertise of a more than 6,000-strong workforce is harnessed to support the employees and families of the organizations we serve.

Our innovative programs have a lasting impact on the health, financial security and productivity of 24,000 workplaces.

Associate Partner, Financial Wellness

Summary of Duties

Dual Role to be responsible for revenue growth targets for Financial Wellbeing business line and for DC Admin growth. This is a business development and client relationship building role.


  • Sell Financial Wellbeing Product to clients and net new logos
  • Maintain service and revenue accountability for the overall client book while establishing strategies for services that meet both current and future client needs
  • Up-selling and cross-selling activities within Morneau Shepell’s broader book of business
  • Support sales effort for DC Admin services, including record keeping, Resiliency, Cumulus,
  • Decumulation and eventually OCIO support (build client relationships, lead finalist presentations, support proposals)
  • Lead identified client opportunities (e.g. RFI, RFPs) with support of broader team of subject matter experts and regional team leads
  • Engage the client teams in developing and executing on the annual client plan
  • Support key strategic growth initiatives and build required business cases (for example, implement ETF products within DC Services line, work with third parties as appropriate)
  • Coordination and participation in sales / marketing events, as required
  • Work closely with the DC Business team, sales and proposal team and DC IT team
  • Work closely with Financial Wellbeing team
  • May work closely with Pension Legal team to obtain required approvals and work with IT and business teams to operationalize
  • Qualifications

  • Minimum of 10 years of directly related work experience in Investment and CAP
  • CFA would be an asset
  • Proficient understanding of CAP and Investment Securities Law in Canada
  • Excellent at building and maintaining client relationships at all levels including C-suite (influencers
  • and decision makers)
  • Sales experience is a must
  • Job Grade : MS8

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