Strategic National Accounts Leader, Asset Management Growth

BMO U.S.

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

Life insurance

Retirement savings plan

Job summary

BMO U.S. is seeking a Vice President, National Accounts to grow and retain strategic relationships with dealer executives, portfolio managers and platform leaders across Canada.

You will drive sales, increase market share and expand adoption of BMO Global Asset Management's investment solutions including mutual funds, ETFs and alternatives. The role requires investment acumen, senior stakeholder influence and the ability to manage multiple priorities in a dynamic, autonomous environment with

Qualifications

Experience in asset management distribution or national accounts.
Strong knowledge of Canadian investment products and markets.
Ability to lead cross-functional initiatives and influence stakeholders.

Responsibilities

Develop, grow and retain strategic relationships with senior executives and platform leaders across Canada.
Lead strategic account plans to drive asset growth and product adoption.
Deliver presentations, investment education and strategic recommendations to clients.
Collaborate across Distribution, Investments, Product and Compliance teams.

Skills

Relationship management

Communication skills

Presentation skills

Influencing abilities

Education

Graduate degree in finance or related field

CFA / CIM / CAIA / MBA asset

Tools

Morningstar

Bloomberg

Evestment

Job description

BMO U.S. is seeking a Vice President, National Accounts to grow and retain strategic relationships with dealer executives, portfolio managers and platform leaders across Canada.

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