Regional Sales Manager InvestorLine
BMO Bank of Montreal
7d ago

Under the direction of the National Director of Sales, the Regional Sales Manager role is responsible for providing leadership, delivery of sales support and initiatives to an assigned region of the retail distribution channel regarding InvestorLine products.

The Regional Sales Manager is the ground-level sales support for InvestorLine in the Retail Channel and is accountable for ongoing sales effectiveness of InvestorLine products in the assigned region.

  • Sales & Channel Support
  • Relationship / Channel Management
  • Sales and Service Delivery
  • Planning
  • Create and manage relationships with the assigned region of the retail Distribution Channel to ensure optimum representation of InvestorLine Products
  • Provide ongoing sales support to the assigned region of the Channel.
  • Work with InvestorLine, Product Delivery Groups to establish requirements for sales tools, training and process development, to execute against the sales delivery strategy and customer positioning of the InvestorLine LOB
  • Identify and provide product specific training when appropriate to sales force
  • Provide sales support for InvestorLine National Sales Campaigns and Programs.
  • Work together with other functional groups in InvestorLine providing feedback and recommendations on the development of sales and support tools, growth and retention targets to build revenue and maximize sales.
  • Co-ordinates requirements across Wealth and P&C channels for bringing new ideas for new products, service and process development to the National Director of Sale
  • Optimize local market opportunities through effective interface and interaction between the Distribution Channel and other LOB and Divisional Groups
  • Build and maintain industry relations within the region of the Distribution Channel as a foundation for sales at conferences and forums
  • Act as the point person, representing InvestorLine at local market functions, soliciting feedback from the retail channel
  • Act as the key contact for InvestorLine, in designated territory, working with Districts / Branches to address specific requirements and responding to local market situations (where applicable)
  • Ensure a thorough understanding of competitor activities to identify potential opportunities and threats
  • Assess impact of competitive environment and local industry relations and recommend actions to address and support InvestorLine profitability and LOB goals
  • Understand and assess ongoing opportunities for National Sales Programs
  • Identify gaps, issues, and best practices by monitoring of InvestorLine sales and service (growth and retention) targets against District / Area / Branch plans
  • Assist with monitoring the effectiveness of all Marketing initiatives providing appropriate recommendations, as required (acqusition campaigns, advertising, sponsorships, external partnerships, retention campaigns, etc.)
  • Foster a sales culture of goal achievement and superior customer satisfaction
  • Keep current with sales technology and tracking systems
  • Contribute to InvestorLine objectives by actively engaging in the development of sales and service activities to achieve individual and team growth and retention targets
  • Assist in developing tactical plans to meet annual growth and retention targets
  • Prepare / update and implement annual territory business plan
  • Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives
  • Develop and organize travel plans and manage an assigned territorial budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff
  • Attend weekly team conference call and submit weekly activities report to National Director of Sales
  • Undergraduate University Degree
  • 5-10 years Investment Sales Experience
  • PFP or CFP or CIM or FCSI or CFA
  • In-depth knowledge of investment products and markets
  • In-depth knowledge of sales strategies
  • In-depth knowledge of competitive marketplace and trends in InvestorLine Product offerings
  • In-depth knowledge of Bank products, services, organization and Banking Group interrelationships
  • Ability to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issues
  • Exceptional sales & customer service orientation skills
  • Proven investment sales success is mandatory
  • Exceptional networking, presentation, facilitation, and relationship building skills
  • Exceptional interpersonal and communication skills
  • Demonstrated ability to clearly and decisively set priorities
  • Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests
  • Sound business planning and organization skills and ability to manage multiple priorities
  • Ability to work independently
  • Bilingual (French and English)
  • To find out more visit us at https : / /

    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.

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