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.
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.
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.
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
In-depth knowledge of investment products and markets, including competitive market and trends
Ability to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issues
Exceptional sales & customer service orientation skills
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