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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