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Senior Client Manager – Institutional and Intermediary Sales, Private Markets
Fiera CapitalSenior Client Manager focused on business development for private markets. Collaborating with client teams to pursue institutional and intermediary prospects in Canada.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business development and sales strategy execution within the Canadian institutional investment management industry, with a strong focus on client engagement and revenue growth. Proficient in managing sales pipelines and collaborating with cross-functional teams to enhance market presence.
Highest-signal resume keywords
10+ Years Experience In Institutional Investment ManagementCFA DesignationDeep Knowledge Of Canadian Institutional MarketProven Track Record In Private Markets Capital FormationBilingual Communication In French And English
ATS Keywords
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Hard Skills
Sales Strategy DevelopmentBusiness DevelopmentPipeline ManagementCross-SellingDue DiligenceBusiness Intelligence ReportingClient EngagementMarket Analysis
Soft Skills
Exceptional Organizational SkillsEntrepreneurial MindsetStrong Communication Skills
Certifications & Qualifications
CFA DesignationCIM Designation
Industry Keywords
Institutional Investment ManagementCanadian Institutional MarketPrivate MarketsIntermediary MarketInvestment Consultants
About the role
Key responsibilities & impact- Lead new business development efforts focusing on institutional and intermediary prospects
- Develop and execute a clear sales strategy aligned with Canadian growth objectives
- Maintain accurate reporting of sales activity and pipeline development
- Identify and generate new business opportunities for revenue growth
- Collaborate with Institutional Clients team on cross-selling efforts
- Partner with the Head of Consultant Relations to cover key investment consultants
- Contribute to business intelligence and executive reporting related to sales and marketing activities
- Represent Fiera Capital at industry conferences to increase brand awareness and engage investors
Requirements
What you’ll need- 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
- Proven track record in private markets capital formation generating business growth
- Understanding of the Canadian intermediary market across banks and independent dealers
- Exceptional organizational skills to manage a large pipeline
- Strong ability to lead platform introduction meetings and due diligence exercises
- Entrepreneurial mindset with the ability to work independently in a dynamic environment
- Excellent written and verbal communications in French and English
Benefits
Comp & perks- Competitive compensation and benefits packages
- Inclusive, safe, and trusting work environment
- Wellness programs designed to support employees’ wellbeing
- Collaborative culture