For over four decades, Middlefield Limited has been a trusted independent investment manager known for its disciplined equity income expertise and outcome‑oriented funds. Founded in 1979 and headquartered in Toronto, the firm offers a diverse range of investment solutions spanning multiple sectors. Middlefield is in an exciting phase of growth, launching its fixed income platform and broadening its presence across scalable mutual funds, ETFs, and liquid alternatives. With a collaborative, values‑driven culture and a leadership team focused on long‑term value creation, the firm is investing in talent to elevate its relevance and impact across the Canadian wealth management landscape.

Reporting to the Head of Sales, the Director, Client Relationship Management will be a trusted partner to Middlefield’s most prominent advisor relationships, providing proactive, high‑touch support and tailored guidance. This role is central to deepening client engagement through a solution‑first mindset, understanding each client’s unique business needs, anticipating opportunities, and offering thoughtful, technically grounded advice across the firm’s strategies. Working closely with sales & marketing, portfolio management, operations, and the executive team, the Director will serve as a key point of contact, address complex inquiries, and identify opportunities to expand Middlefield’s strategic footprint with existing relationships. The role also carries internal leadership dimensions, including coaching junior team members and helping shape the firm’s relationship management program through data, insights, and continuous improvement.

The ideal candidate is an experienced relationship manager with a strong track record serving retail, institutional, or high‑net‑worth clients within the asset or wealth management industry. They bring at least five years of direct senior relationship management experience, strong technical grounding in investment management and the Canadian wealth ecosystem, superb communication and presentation skills, and the judgment required to navigate nuanced client issues. They are analytical, resourceful, and highly personable; comfortable in a fast‑paced, entrepreneurial environment where clients are at the centre of all decisions. A bachelor’s degree in business or a related field is required; an MBA is considered an asset.

To fill this position, Middlefield Limited has partnered with leadership advisory firm Odgers. Applications are encouraged immediately and should be submitted online, below.

We thank all those who express an interest, however only those chosen for further development will be contacted. This is a publicly advertised job posting for a newly created role. Odgers does not use artificial intelligence (AI) to screen, assess, or select applicants for a position.

Middlefield Limited is an equal opportunity employer. In accordance with the Accessible Canada Act, 2019 and all applicable provincial accessibility standards, upon request, accommodation will be provided by both Odgers and Middlefield Limited throughout the recruitment, selection and/or assessment process to applicants with disabilities.

Odgers is deeply committed to diversity, equity, and inclusion in all the work that we do. As part of our efforts to better understand our ability to reach as broad a pool of candidates as possible for our searches, our DEI team would like to encourage you to take a moment and access our Self-Declaration Form.