Strategy Specialist with Client Engagement Focus (Montreal)

Strategy Specialist with Client Engagement Focus (Montreal)

30 Jul
|
TAL Life
|
Montreal

30 Jul

TAL Life

Montreal

Become a Strategy Specialist at Fiera Capital within the Total Portfolio Solutions team. Drive strategic priorities and engage clients with your expertise in institutional asset management. With a focus on client interaction, this role requires 10 to 15 years of experience in investment consulting or related advisory roles.

Collaborate with cross-functional teams to address client needs, develop marketing strategies, and maintain industry relevance, ensuring high responsiveness across channels. Key Responsibilities:

- Engage with clients and prospects effectively
- Act in key positioning roles in meetings and events
- Build and maintain intermediary relationships
- Contribute to RFP answers and commercial opportunities
- Develop tailored marketing and communication strategies Requirements:
- 10-15 years in asset management or consulting
- CFA or actuarial designation preferred
- Robust investment knowledge across multiple assets
- Excellent bilingual verbal and written skills
- Availability for approximately 20% travel Utilize your strategic acumen and relationship-building skills to impact solutions at Fiera Capital.

📌 Strategy Specialist with Client Engagement Focus (Montreal)
🏢 TAL Life
📍 Montreal

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