Senior Vice President, Private Wealth

Fiera Capital•New York, NY

9d•$225,000 - $250,000•Hybrid

About The Position

At Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. Your Growth & Empowerment: We have ambitious growth goals for our firm, which makes us a great place to advance your career. 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. Your Wellness Your Way: We strive to create a healthy work environment and we offer programs designed to support our employees’ wellbeing. What we are looking for: The Senior Vice President, Private Wealth is primarily responsible for delivering an exceptional client experience to assigned clients at Fiera Capital, while also driving business growth through the acquisition of new clients. Strong client relationships are built on a deep understanding of each client’s unique needs, in close collaboration with internal partners to develop and recommend investment strategies aligned with their objectives. This includes leveraging Fiera’s customized multi-asset solutions across both traditional and alternative asset classes.

Requirements

Post-secondary education
Professional designation: Chartered Financial Analyst, and/or Chartered Investment Manager
10+ years of private wealth experience, strong marketplace prominence and strong performance are more critical than years of experience
Licensed as or eligible to become licensed as a Registered Representative with respective provincial body

Responsibilities

Has an excellent reputation with clients, effectively building and nurturing the relationship. Places a high priority on client engagement and satisfaction by focusing on their needs, is actively interested in their needs, provides them, and their family, exceptional client service
Communicating skillfully: Strong written and verbal communication skills, strong listening skills and presents ideas clearly to keep interest of audience
Generates and fosters the adoption of creative/innovative ideas. (ie develops innovative solutions that create value for clients, identifies trends that are shaping client needs and creates opportunities to capitalize on those trends)
Well known and prominent in the market with strong networking skills
Highly results focused self-starter who concentrates efforts on reaching or surpassing expectations and adopts strategies that contributes to improved results
Develops a business plan that highlights ambitious objectives for growth, business leads, Centres of Influence in the business community and key results, activities to support achieving targeted objectives
Adapts to unforeseen situations and changes by modifying behavior according to the new requirements of internal and external environment
Demonstrates strong financial acumen, market awareness and expertise of the investment industry and financial markets
On top of latest trends and thought leadership in the market, sought after for insights
Curious, ongoing development and thorough professional development
Effectively communicates Fiera’s service offering and strategies in alignment with clients needs, collaborating with internal partners (COI, Investments teams) to bring the right information to our clients
Operates with high integrity with an entrepreneurial spirit
Adopts rigorous approach that is consistent with Fiera Private Wealth practices and pays attention to details when carrying out work
Acts as a leader, strong culture promoted and mentor throughout the Private Wealth business and organization. Strong promoter of Fiera’s values and Private Wealth’s vision and strategy
Aligns to strategic objectives, rolls up sleeves to participate and lead projects
Collaborative team member and leader, actively participates in work of Fiera Private Wealth (ie creating marketing brochures, bring leads for national relationships) thereby fostering common objectives