Job Description
Responsibilities
Drives sales results for designated products through non-affiliated or third-party intermediaries or within BMO channels. Provides input to new product development.
- Works with smaller clients, prospects, territories, issues and relationships.
- 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.
- 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 p...
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