Strategy Specialist,Portfolio Solutions Job Montréal area,Montreal Province de Québec Canada,Finance & Banking

Position: Strategy Specialist, Total Portfolio Solutions
Location: Montreal

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 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.

Your responsibilities:

Key responsibilities include, but are not limited to, the following:

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.

Must have requirements to be successful in this role:

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.

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Strategy Specialist, Portfolio Solutions