Fieracapital

Strategy Specialist, Total Portfolio Solutions

Montreal

Sponsorship not specified$10k-$15kDetected 7 days ago

AccessibilityBusiness DevelopmentCommunicationPublic SpeakingActuarial ScienceCFA

About the role

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.
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.
Strong client-facing presence with the ability to engage credibly with clients and prospects, support business development efforts and contribute to client retention.

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.
If in doubt, or if you think you have been a victim of fraudulent manoeuvres during your hiring process, please contact us.
Support Institutional and Private Wealth distribution teams in addressing client and prospect inquiries, with a high degree of responsiveness and commercial judgment.
Must have requirements to be successful in this role:
High sense of urgency and degree of initiative and self-motivation.
Results-orientation with a high degree of professional and corporate responsibility.

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.
Active participation in relevant industry networks, conferences, consultant ecosystems and institutional client communities is strongly preferred.

All staffing decisions, including hiring and promotion decisions, will be based on merit, skills, performance, and business needs.

Your Rewards & Recognition: We deeply value our people and their contributions and that's reflected in our competitive compensation and benefits packages and our collaborative culture.

We strive to create a healthy work environment and we offer programs designed to support our employees' wellbeing.
Professional actuarial designation (FSA, FCIA) or CFA designation preferred, or a Master's degree in Finance, Economics, Mathematics, or a related field.
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.

We are committed to cultivating an inclusive, safe, and trusting work environment.
We are pleased to receive applications from qualified individuals from a variety of backgrounds.

This listing is sourced directly from Fieracapital's careers page and normalized into a canonical job model.