Strategic National Accounts Executive

BMO

Toronto

On-site

CAD 80,000 - 175,000

Full time

3 days ago

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Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Toronto seeks a Vice President, National Accounts to lead strategic relationships with senior executives, research teams, portfolio managers and platform leaders across Canada. You will drive sales, asset growth and product adoption for Mutual Funds, ETFs, Alternatives and SMAs.

The role requires exceptional relationship management, presentation skills and in-depth understanding of Canadian investment products.

Qualifications

Typically 7 to 10 years of progressive experience in asset management distribution, national accounts, platform distribution, wealth management, institutional sales, or a related field.
Advanced understanding of the Canadian intermediary and wealth management landscape, including dealer governance, product approval processes, due diligence practices, model portfolios, fund-of-fund structures and UMA/SMA platforms.
Strong knowledge of Canadian investment products and markets, including Mutual Funds, ETFs, Alternatives, SMAs and portfolio construction.
Exceptional relationship management, communication (verbal and written), presentation and influencing skills, with the ability to build trusted partnerships and engage senior decision-makers.

Responsibilities

Build and maintain strategic relationships with dealer executives, research analysts, portfolio managers, product leaders, investment committees and other key stakeholders.
Develop and execute strategic account plans that drive sales, asset growth, product adoption and expanded representation of BMO GAM's investment capabilities, including Mutual Funds, ETFs, Alternatives, SMAs, CDR, etc., across dealer approved shelves, recommended lists, model portfolios, fund-of-fund solutions and UMA/SMA platforms.
Deliver presentations, investment education and strategic recommendations through client meetings, webinars, conferences and industry events to audiences with varying levels of technicalexpertise; engage portfolio managers and specialists whereappropriate.
Act as a senior advocate for client needs and distribution opportunities, collaborating internally across Distribution, Investments, Product, Operations, Compliance and other BMO teams.
Represent BMO GAM at dealer conferences, due diligence meetings, national webinars, industryeventsand strategic client engagements; evaluate participation and sponsorship opportunities based on commercial value and strategic fit.
Gather and communicate relevant dealer intelligence, platform developments, competitiveinsightsand gatekeeper expectations to enable coordinated and enhanced field sales activity.
Help determine business priorities and best sequence for execution.
Provide input into product development, commercialization, competitive positioning, marketing strategy and broader distribution initiatives based on client feedback and market trends.
Lead and/or support strategic initiatives that enhance business effectiveness, scalability, processes, client coverage, knowledge sharing and opportunity management.
Exercise sound judgment in escalating and resolving complex business issues, setting priorities and balancing client, commercial, operational, and regulatory considerations.
Maintain accurate records and reporting, mentor colleagues, uphold all legal, regulatory and compliance requirements, and contribute to a collaborative, high-performance culture.
Occasional air travel within North America may be required approximately 1 - 5 times a year and client meetings may occur outside of the Toronto Financial District or on weekday evenings from time to time, based on business and client needs.
Broader work or accountabilities may be assigned as needed.