Senior Client Manager, Institutional and Intermediary Sales, Private Markets

Fiera Capital•Montreal, QC

1d•Hybrid

About The Position

Fiera Capital’s extensive offering of private markets strategies leverages the firm’s outstanding talent and execution capabilities to provide investors seeking to further diversify their portfolios with innovative solutions that offer the potential for higher growth, higher yields, stronger absolute returns and less volatility, along with a liquidity-risk premium. The $22.0 billion platform includes private credit, real estate, infrastructure, natural capital and private equity. As part of our strategic growth plans, we are seeking a driven, entrepreneurial business development individual who thrives in a fast-paced environment and is passionate about making a significant impact in pursuit of our ambitious goals. The ideal candidate is a self-starter with a deep understanding of the Canadian institutional and intermediary landscape and a proven track record in private markets sales. Reporting into the Head of Private Markets Sales, Canada, the Senior Client Manager, Institutional and Intermediary Sales, will play a crucial role driving business development efforts for Fiera Capital’s private markets platform in Canada. The chosen candidate will work in close collaboration with the client coverage teams, Strategy Specialists, Head of Consultant Relations, and the Investment teams.

Requirements

Undergraduate degree in a relevant field (e.g., finance, accounting, mathematics, actuarial); CFA designation, graduate degree, or CIM designation a strong asset
10+ years of experience in the institutional investment management industry in client-facing roles.
Deep knowledge of the Canadian institutional market, with strong relationships in Ontario and Western Canada considered a major asset
Proven track record in private markets capital formation generating business growth with institutional and intermediary investors in Canada
Understanding of the Canadian intermediary market across banks and independent dealers
Exceptional organizational skills: technological and organizational capabilities to efficiently manage a large pipeline and consistently dispatch high quality and timely follow ups for highest priority opportunities
Operates with diligence, urgency, and a proactive, client-first approach
Strong ability to lead platform introduction meetings, single investment strategy meetings, due diligence exercises, and finalists
Process-oriented: utilizes sales best practices to optimize for positive business development outcomes
Entrepreneurial mindset with the ability to work independent and navigate a dynamic, growth-oriented environment
Collaborative spirit with a proactive approach to problem-solving and knowledge sharing.
Excellent written and verbal communications in French and English.

Nice To Haves

CFA designation, graduate degree, or CIM designation a strong asset

Responsibilities

Lead new business development efforts with a focus on institutional and intermediary prospects for Fiera Capital Private Markets.
Develop and execute a clear sales strategy that is aligned with the broader Canadian growth objectives.
Maintain accurate and timely reporting of sales activity, pipeline development and progress against relevant metrics.
Identify and generate new business opportunities and ensure revenue growth by prospecting, establishing, and maintaining strong relationships with pensions, endowments, foundations, Indigenous trusts, insurance general accounts, banks, independent wealth platforms, and other intermediaries.
In close collaboration with the Institutional Clients team, play an active role in cross-selling efforts for key existing clients characterized as Strategic Accounts.
Partner with the Head of Consultant Relations, Canada, to cover key investment consultants across Canada.
Contribute to the production and development of business intelligence and executive reporting related to sales and marketing activities, competitors, industry trends, etc.
Represent Fiera Capital to relevant industry conferences to increase brand awareness and engage with existing and prospective investors.
Cultivate strong internal relationships and stay current on firm strategy, investment strategies, and the competitive landscape.