Strategy Specialist, Total Portfolio Solutions

Job Overview

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.

Responsibilities

• 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.

Qualifications

• 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.
• For all positions in Quebec (Montreal and Laval), proficiency in French, both spoken and written, is mandatory. Working English proficiency is also required in order to serve our offices and clients around the world.

Fiera Capital subscribes to the principle of employment equity. Our staff is our most valuable asset, and our goal is to create an inclusive and equitable environment where everyone can achieve their true potential.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, colour, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, or on the basis of disability, genetic information or any other federal, state, or local protected class. Fiera Capital will not tolerate any form of discrimination or harassment.

All staffing decisions, including hiring and promotion decisions, will be based on merit, skills, performance, and business needs. We are pleased to receive applications from qualified individuals from a variety of backgrounds. Job applicants who are individually selected for an interview will be notified that accommodations are available upon request. If a selected participant requests accommodation, Fiera Capital shall consult with the applicant and provide, or arrange for the provision of, suitable accommodation in a manner that considers the applicant’s accessibility needs due to disability.

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