Strategy Specialist, Total Portfolio Solutions

Fiera Capital•Montreal, QC

9d•Hybrid

About The Position

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.

Requirements

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).

Nice To Haves

Professional actuarial designation (FSA, FCIA) or CFA designation preferred
Master's degree in Finance, Economics, Mathematics, or a related field.
Experience in a consulting firm or similarly consultative environment is strongly preferred.
Active participation in relevant industry networks, conferences, consultant ecosystems and institutional client communities is strongly preferred.

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.