Senior Client Manager, Institutional and Intermediary Sales, Private Markets

Posted 7 Days Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Financial Services
The Role
Lead business development for Fiera Capital Private Markets in Canada: develop and execute sales strategy, generate pipeline with institutional and intermediary clients, manage relationships, support cross-selling and due diligence, produce business intelligence and reporting, represent the firm at industry conferences, and collaborate with internal teams to drive capital formation and revenue growth.
Summary Generated by Built In

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:

Fiera Capital’s extensive offering of private markets strategies leverages the firm’s outstanding talent and execution capabilities to provide investors seeking to further diversify their portfolios with innovative solutions that offer the potential for higher growth, higher yields, stronger absolute returns and less volatility, along with a liquidity-risk premium. The $22.0 billion platform includes private credit, real estate, infrastructure, natural capital and private equity.

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 and intermediary landscape and a proven track record in private markets sales.

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

Your responsibilities:

  • Lead new business development efforts with a focus on institutional and intermediary prospects for Fiera Capital Private Markets.
  • Develop and execute a clear sales strategy 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 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 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;
  • 10+ years of experience in the institutional investment management industry in client-facing roles.
  • Deep knowledge of the Canadian institutional market, with strong relationships in Ontario and Western Canada considered a major asset;
  • Proven track record in private markets capital formation generating business growth with institutional and intermediary investors in Canada;
  • Understanding of the Canadian intermediary market across banks and independent dealers
  • 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 French and English.

Additional Information:

  • Fiera Capital adheres to a hybrid working environment with 4 days in-office per week.

#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.

Please note that job titles indicated in job postings may differ from internal job titles. Accordingly, offers of employment may not reflect job titles indicated in job postings.

We thank all applicants for their interest in a career with Fiera Capital. We will only contact those selected for an interview.

Skills Required

  • Undergraduate degree in finance, accounting, mathematics, actuarial, or relevant field
  • CFA designation, graduate degree, or CIM designation
  • 10+ years of experience in the institutional investment management industry in client-facing roles
  • Deep knowledge of the Canadian institutional market
  • Strong relationships in Ontario and Western Canada
  • Proven track record in private markets capital formation with institutional and intermediary investors in Canada
  • Understanding of the Canadian intermediary market across banks and independent dealers
  • Exceptional organizational and technological capability to manage large pipelines and timely follow-ups
  • Operates with diligence, urgency, and a proactive, client-first approach
  • Ability to lead platform introduction meetings, single-strategy meetings, due diligence exercises, and finalist presentations
  • Process-oriented; uses sales best practices to optimize outcomes
  • Entrepreneurial mindset; able to work independently in a dynamic, growth-oriented environment
  • Excellent written and verbal communications in French and English
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The Company
Dayton, OH
896 Employees

What We Do

Fiera Capital is a leading independent asset management firm with a growing global presence and approximately CAD 174.5 (USD 139.7) billion in assets under management as of March 31, 2022. The Company delivers customized and multi-asset solutions across public and private market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia. Fiera Capital's depth of expertise, diversified investment platform and commitment to delivering outstanding service are core to our mission of being at the forefront of investment management science to create sustainable wealth for clients. Fiera Capital trades under the ticker FSZ on the Toronto Stock Exchange. Headquartered in Montreal, Fiera Capital, with its affiliates in various jurisdictions, has offices in over a dozen cities around the world, including New York (U.S.), London (UK), and Hong Kong (SAR). Fiera Capital Corporation does not provide investment advisory services, or offer investment funds, in the United States or to U.S. persons. In the U.S., asset management services are provided by the Firm’s U.S. affiliates, including Fiera Capital’s U.S. division, Fiera Capital Inc., which is registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Additional information about Fiera Capital Corporation, including the Firm's annual information form, is available on SEDAR at www.sedar.com. Additional information about Fiera Capital’s U.S. division is available in its annual Form ADV at www.sec.gov/iard. For important disclosures related to Fiera Capital, please visit: www.fieracapital.com/en/legal-notice For important disclosures related to Fiera Capital’s US division, please visit: us.fieracapital.com/important-disclosures/#goto-social-media-disclosures

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