Relationship Manager

at  First Nations Financial Management Board

POSITION OVERVIEW

Reporting to the Senior Relationship Manager (“SRM”), the Relationship Manager (“RM”) is accountable for supporting existing and potential clients of the First Nations Financial Management Board (“FMB”). The RM coordinates and collaborates with all FMB business lines and contributes to a high performing and engaged relationship building team.

OUTREACH / ENGAGEMENT WITH PROSPECTIVE CLIENTS

• Work with the SRM to identify prospective clients within a specific region and develop a client engagement strategy and work plan;
• Conduct ongoing scans of the economic landscape in region to identify potential opportunities;
• Implement the marketing and outreach strategy designed to generate interest and promote the First Nations Fiscal Management Act (“FMA”) and FMB services and certification processes to prospective First Nation clients;
• Develop a rapport with potential clients and provide support to continually improve the relationship –continue to grow, maintain, and leverage networks;
• Take steps to ensure and/or actively manage key relationships, outreach initiatives and engagement strategies with the objective of supporting potential clients;
• Develop and deliver customized presentations and FAL/FAB workshops to First Nations;
• Support First Nations to develop their Financial Administration Law (“FAL”) or Financial Administration By-Law (“FAB”);
• Liaise with clients, their legal counsel, to support the development their FAL or FAB;
• Engage with the IELR Legal and Paralegal to ensure the clients FAL or FAB is in compliance with FAL Standards;
• Lead the client management process from initial engagement through to FAL compliance approval or FAB compliance opinion;
• Act as the point of contact for all inquiries related to FAL Standards and the Sample Law templates related to law compliance approvals/opinions, and FP and FMS Certification; and
• Prospective client segments include but are not limited to:
• First Nations on FMA schedule: support these First Nations in reviewing and enacting a FAL and seeking Financial Performance (“FP”) and Financial Management System (“FMS”) Certification
• First Nations not on FMA schedule: bring awareness of opportunities of the FMA, FMB services and benefits of a FAL, FP and FMS Certification
• First Nations that wish to remain under the Indian Act: Provide awareness of FMB services and benefits of a FAB
• First Nations seeking 10-Year Grant eligibility: Provide awareness of the pathways and requirements
• New Client Segment FMB Standards 141.1 NPO, Modern Treaty, SG, Tribal Councils: Maintain engagement and value proposition during development of Standards and legislation

SUPPORTING CLIENTS’ JOURNEY TO 10-YEAR GRANT

• First Nations with a FAL or FAB seeking eligibility for the 10-Year Grant. Guide clients thought the eligibility requirements.

QUALIFICATIONS

• A Bachelor’s degree in Business Administration or related field;
• Minimum 5 years’ experience in a business development related role, ideally working with First Nations;
• Previous experience working with First Nations is required;
• Indigenous cultural awareness essential;
• Intermediate to advanced working knowledge of MS Suite;
• Working knowledge of Customer Relationship Management software;
• Ability to follow through and complete overlapping projects;
• Superior communication skills and an excellent command of written and spoken English; French language skills an asset;
• Ability to attend and conduct presentations virtual and eventually in person;
• Equivalent or relevant education and/or experience may be considered.

Please refer the Job description for details