Regional Sales Manager
BMO
Toronto, Ontario, Canada
5d ago

The role is responsible for selling and servicing BMO ETFs and ETF-based mutual funds in an assigned geographic region, assisting BMO GAM in meeting annual plan sales and revenue targets.

The role is responsible for developing sales of BMO ETFs and related ETF based products through direct sales activity and through multi-

channel partnerships in the assigned region. A core component of the position is creating effective partnerships with the assigned BMO Global Asset Management Regional Sales Managers (RSMs).

The ETF Specialist role provides the RSMs with sales support, promotional assistance and education on BMO ETFs and other BMO ETF related products.

Accountabilities : Sales and Service

Drive sales of BMO ETFs in conjunction with a cohort of RSM’s to meet and exceed annual plan targets.

  • Foster a sales culture of goal achievement and superior customer satisfaction;
  • Coordinate BMO ETF sales activities within the assigned region

    Provide ongoing sales support and product specific training to the assigned region’s RSM team

    Partner with each of the region’s RSM’s to assist them in their individual BMO ETF sales efforts

    Assist each of the Regional RSMs in achieving their sales targets

    Champion all opportunities to enhance local financial advisors’ BMO ETF product knowledge; represent and promote BMO ETFs and ETF-

    based products at conferences and forums.

    This role further collaborates with the BMO’s multi-channel sales partners (Retail and Discount channels) to act as the subject matter expert with regard to BMO ETF products.

    Relationship Management

    Create and manage advisor relationships within the assigned region to ensure optimum representation of BMO ETF solution set and products.

    Develop a database of qualified financial intermediaries within the region who have the potential to sell BMO ETF products.

    Develop and maintain strong relationships with third party referral sources (i.e. brokers / dealers) to maximize BMO ETF market presence and increase our market share.

    Provide subject matter expertise to the senior sales management team on market conditions and trends to maintain a high level of environmental awareness.

    Ensure a thorough understanding of competitor activities to identify potential opportunities and threats.

    Planning & Strategy

    Implement the national sales plan within the geographic sales region including preparation and implementation of an annual territory business plan including promotional budget, to meet annual growth and retention targets.

    Provide strategic direction and business planning for BMO ETF products within the region.

    Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives.

    Communicate regularly with sales management on regional sales strategies, priorities, sales targets, performance standards, marketing plans and accomplishments.

    Knowledge :

    Undergraduate University Degree in Business or Finance

    Minimum 5 years of brokerage, financial planning or related investment sales experience, including minimum 2 years in a wholesaling or related role

  • PFP or CFP or CIM or FCSI or CFA
  • In-depth knowledge of investment products and markets, including competitive market and trends

  • In-depth knowledge of sales strategies
  • Ability to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issues

    Skills :

    Exceptional sales & customer service orientation skills

  • Proven investment sales success
  • Exceptional networking, presentation, facilitation and relationship building skills

    Exceptional interpersonal and communication skills

    Sound business planning and organization skills and ability to manage multiple priorities

  • Self-motivated and proactive
  • Apply
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