Strategy Specialist, Total Portfolio Solutions
Fiera Capital · Montréal
Who We Are
Fiera Capital is a global independent asset manager with an entrepreneurial culture and a clear vision: to deliver disciplined, high-conviction investment solutions that create lasting value for our clients. From our Canadian roots to a global firm, we are defined by deep investment expertise, an ownership mindset, and enduring client partnerships.
Our actions are guided by our core values: we lead with integrity, think critically, act decisively, innovate with purpose, collaborate with intent, and adapt with agility.
We are committed to building a purpose-driven, performance-oriented culture where our employees are supported to grow, contribute, and excel.
What we are looking for:
The Strategy Specialist will play a key role within Fiera Capital’s Total Portfolio Solutions (‘’TPS’’) team, acting as a dedicated commercial enabler who helps advance strategic priorities, improve responsiveness and strengthen the team’s commercial effectiveness. This individual will bring deep investment knowledge across multi-asset, including private markets, along with a strong client-facing and consultative skill set, ideally developed in a consulting or advisory environment. Working closely with investment and distribution partners, the successful candidate will support both Institutional and Private Wealth channels by developing client-ready materials, addressing time-sensitive commercial requests, and engaging directly with clients, prospects, consultants and intermediaries to promote our capabilities, support new sales and contribute to client retention.
Your responsibilities:
Key responsibilities include, but are not limited to, the following:
- Support Institutional and Private Wealth distribution teams in addressing client and prospect inquiries, with a high degree of responsiveness and commercial judgment.
- Represent the TPS team in first meetings, conferences and key relationship interactions with clients, prospects, consultants and intermediaries.
- Strengthen, maintain and help expand key intermediary and consultant relationships in support of business development and client retention efforts.
- Accelerate and support responses to RFPs, finalist situations and other time-sensitive commercial opportunities.
- Contribute to the development of marketing materials, pitch content, client presentations and other commercial communications tailored to institutional, private wealth and intermediary audiences.
- Partner closely with investment and distribution teams to translate complex investment capabilities into compelling, client-friendly messaging across multi-asset, private markets and related solutions.
- Provide thoughtful support on strategic and business-related questions from clients and prospects, demonstrating credibility across institutional markets while remaining agile in responding to Private Wealth and intermediary needs.
- Monitor industry trends, consultant activity and evolving client needs to inform commercial priorities and strengthen the team’s market relevance.
- Help improve the overall responsiveness and commercial effectiveness of the team, enabling investment professionals to remain focused on portfolio management and high-impact client engagements.
Must have requirements to be successful in this role:
- 10 to 15 years of relevant experience in pension or investment consulting, management consulting, institutional asset management, or a related advisory or client-facing role; experience in a consulting firm or similarly consultative environment is strongly preferred.
- Professional actuarial designation (FSA, FCIA) or CFA designation preferred, or a Master's degree in Finance, Economics, Mathematics, or a related field.
- Strong investment depth across multi-asset solutions, public and private markets strategies, and actuarial concepts, with the ability to connect these topics to client needs in a clear and commercially relevant manner.
- Demonstrated ability to understand the investment needs of a diverse range of institutional investors, including liability-driven investors such as pension plans and insurance companies.
- Strong client-facing presence with the ability to engage credibly with clients and prospects, support business development efforts and contribute to client retention.
- Active participation in relevant industry networks, conferences, consultant ecosystems and institutional client communities is strongly preferred.
- Proven ability to thrive in a collaborative, team-oriented culture.
- Excellent verbal and written communication skills, with the ability to prepare polished executive-level and client-facing materials, in both French and English.
- High sense of urgency and degree of initiative and self-motivation.
- Results-orientation with a high degree of professional and corporate responsibility.
- Ability to travel across Canada and globally, as needed (approximately 20% of the time).
Additional Information:
- Fiera Capital adheres to a hybrid working environment with 4 days in-office per week.
#LI-Hybrid
What we offer:
At Fiera Capital, we believe in investing in our people. Here are some of the benefits you can enjoy:
- Wellness Account to support your physical, mental, and financial well-being.
- Learning & Development support through reimbursement of eligible certifications and professional development programs.
- Employee Share Purchase Plan (ESPP) with employer matching to help you build long-term financial value.
- Performance-Based Rewards through competitive bonus and commission opportunities.
- Telemedicine Access for convenient healthcare and mental health support.
- Summer Schedule Program offering additional flexibility, including reduced Friday hours during the summer month
For roles based in Quebec (Montreal and Laval), proficiency in spoken and written French is required. A working knowledge of English is also necessary to collaborate with our global teams and clients.
At Fiera Capital, we believe our people are our greatest strength. We are committed to fostering an inclusive and equitable workplace where everyone can grow, contribute, and reach their full potential. We are proud to be an equal opportunity employer and welcome applications from candidates of all backgrounds. We do not tolerate any form of discrimination or harassment.
All employment decisions, including hiring and promotions, are based on merit, skills, performance, and business needs. Accommodations are available upon request throughout the recruitment process.
To protect your information, please note that Fiera Capital uses a secure platform to collect sensitive information during the hiring process.
We thank all applicants for their interest; however, only those selected for an interview will be contacted.