VP, National Accounts, Global Asset Management

BMO; Toronto; On-site; CAD 69,000 - 129,000; Full time

Job summary

A major financial institution in Toronto is seeking a VP for National Accounts in Global Asset Management. The role involves building key relationships with Wealth Management Firms and driving sales across diverse investment products. Candidates should have over 5 years of experience, a strong understanding of the Canadian financial landscape, and exceptional communication skills. This role offers a competitive salary and comprehensive benefits.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• 5 – 10 years of relevant industry experience.
• Advanced understanding of Canadian Investment Products.
• Exceptional verbal & written communication skills.

Responsibilities

• Manage relationships with Wealth Management Firms.
• Develop sales strategies to achieve objectives.
• Conduct independent analyses to resolve strategic issues.

Skills

Canadian Intermediary sales channel

Communication skills

Investment fund research

Relationship building

Education

Graduate level education or postgraduate certification (CFA, CIM)

Job description

Overview

VP, National Accounts, Global Asset Management

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The Vice President, National Accounts at BMO Global Asset Management is required to develop, grow and retain profitable third-party relationships with Wealth Management Firms across Canada. The preferred candidate will have a primary focus on key decision makers, including Research Analysts, Portfolio Managers, and Senior Executives to drive scalable sales results, nationally across these organizations. The candidate will be accountable for sales across all BMO GAM product lines including ETFs, Mutual Funds, Alternatives, Separately Managed Accounts and Specialized Solutions.

Accountabilities :

• Builds and maintains strong relationships with intermediaries.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Builds effective relationships with internal / external stakeholders.
• Ensures alignment between stakeholders.
• Provides input into the planning and implementation of operational programs.
• Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new clients.
• Participates in industry and intermediary events to grow presence in the marketplace.
• Organizes and arranges regular conference calls and presentations, which are conducted either independently or in conjunction with portfolio managers to promote new strategies.
• Provides input to product development and marketing to grow the overall business.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance, and addresses any issues.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Helps determine business priorities and best sequence for execution of business / group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Demonstrates effective and timely use of the customer relationship management system and expense reporting system.
• Adheres to all compliance, regulatory, and legal guidelines.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed

Qualifications

• 5 – 10 years of relevant industry experience
• Advanced understanding of the Canadian Intermediary sales channel
• Advanced understanding of Canadian Investment Products
• Technical proficiency as related to investment fund research and portfolio management
• Exceptional verbal & written communication skills
• Graduate level education and / or postgraduate professional certification (CFA, CIM) preferred

Salary :

69,000.00 - $129,000.00

Pay Type : Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit : https : / / jobs.bmo.com / global / en / Total-Rewards

About Us

At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https : / / jobs.bmo.com / ca / en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters : BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Not Applicable