Gestionnaire de clients principal(e), Ventes aux investisseurs institutionnels et intermédiaire[...]

Fiera Capital; Montreal; Hybrid; CAD 100,000 - 140,000; Full time

Job summary

A leading asset management firm is seeking a Senior Client Manager in Montreal to lead business development for institutional and intermediary sales in Western Canada. The ideal candidate has over 7 years of experience in the investment management industry and proven success in building client relationships. This role involves developing sales strategies, identifying new business opportunities, and collaborating with various teams to ensure client satisfaction. Fluency in English is required, with French considered an asset.

Benefits

Competitive compensation

Employee wellness programs

Growth and development opportunities

Qualifications

• 7+ years in institutional investment management in client-facing roles.
• Deep knowledge of the Canadian institutional market.
• Proven track record generating business growth with institutional investors.

Responsibilities

• Lead new business development efforts with institutional and intermediary prospects.
• Develop and execute a sales strategy for Western Canada.
• Identify and generate new business opportunities.

Skills

Relationship building

Sales strategy development

Strong organizational skills

Client-first mindset

Entrepreneurial mindset

Education

Undergraduate degree in finance, accounting, mathematics, or actuarial

CFA designation or graduate degree

Job description

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 :

As of December 31, 2024, Fiera Capital managed $167.1B CAD globally and $147.4B within public markets. Fiera Capital Public Markets features a robust platform across long only active equities, core, core plus, and global fixed income, as well as refined solutions-oriented offerings for defined benefit pension funds, insurers, and other multi-asset investors.

With 115 institutional and intermediary clients onboarded in Western Canada, Fiera is accelerating its expansion by appointing a senior professional to deepen regional coverage. 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 landscape and a proven track record in asset management sales.

Reporting into the Head of Public Markets Sales, Canada, the Senior Client Manager, Institutional and Intermediary Sales, will play a crucial role driving business development efforts for Fiera Capital’s public markets platform in Western Canada. The chosen candidate will work in close collaboration with the client coverage teams, Strategy Specialists, Heads of Consultant Relations, and the Investment teams.

There is a preference for this role that the individual be located in Western Canada, either working from our Calgary office or remotely from Vancouver. Fiera will also consider candidates based in Toronto or Montreal, while considering relevant experience and client coverage history.

Your responsibilities :

Lead new business development efforts with a focus on institutional and intermediary prospects in Western Canada for Fiera Capital Public Markets.

Develop and execute a clear sales strategy for Western Canada 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 Western Canadian 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 Western 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.

Must have requirements to be successful in this role :

Undergraduate degree in a relevant field (e.g., finance, accounting, mathematics, actuarial);

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

7+ years of experience in the institutional investment management industry in client-facing roles.

Deep knowledge of the Canadian institutional market, with strong relationships in Western Canada considered a major asset;

Proven track record generating business growth with institutional investors in Canada, with preference for candidates also holding relevant intermediary experience;

Understanding of the Canadian intermediary market across banks, dealers and different opportunity sets (sub-advisory, SMA, funds, ETFs);

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 English, French an asset.

LI-Hybrid

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.

Fiera Capital subscribes to the principle of employment equity. Our staff is our most valuable asset, and our goal is to create an inclusive and equitable environment where everyone can achieve their true potential.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, colour, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, or on the basis of disability, genetic information or any other federal, state, or local protected class. Fiera Capital will not tolerate any form of discrimination or harassment.

All staffing decisions, including hiring and promotion decisions, will be based on merit, skills, performance, and business needs. We are pleased to receive applications from qualified individuals from a variety of backgrounds. Job applicants who are individually selected for an interview will be notified that accommodations are available upon request. If a selected participant requests accommodation, Fiera Capital shall consult with the applicant and provide, or arrange for the provision of, suitable accommodation in a manner that considers the applicant’s accessibility needs due to disability.

Please stay vigilant and never share personal or confidential information during this hiring process, unless it is through Mintz Global Screening, the secure platform we use to exchange such information. If in doubt, or if you think you have been a victim of fraudulent manoeuvres during your hiring process, please contact us.