11/01/2024

Address:

100 King Street West

Asset Mgmt Sales & Service

Job Summary:  

BMO Global Asset Management is looking for a seasoned professional to join our team as a Director, Strategic Account Management. In this senior role, you will be responsible for managing and enhancing relationships with our largest institutional client, promoting BMO GAM’s comprehensive product platform, and driving client education and engagement. This position offers a unique opportunity to act as a strategic partner to our clients and collaborate across internal teams to support business development initiatives.

Key Responsibilities:  

Client Relationship Management:  

• Build and maintain strong, trusting relationships, acting as a strategic advisor.  
• Provide consultative advice by understanding needs and challenges.  
• Respond promptly to client inquiries, ensuring they have access to portfolio managers and product specialists as needed.  
• Develop rapport and instill confidence with clients to enhance credibility and trust.  
• Foster a culture of superior customer satisfaction to maximize retention and growth.  

Business Development & Strategy:  

• Promote BMO GAM’s product platform, offering insights into market trends, product innovations, and industry developments.  
• Develop and implement a comprehensive sales strategy to achieve desired business results, including annual territory planning.
• Enhance BMO GAM’s brand presence through thought leadership, client education, and participation in client events and conferences.  
• Collaborate with internal teams to support business development efforts, including preparing investment proposals and participating in meetings.  

Thought Leadership & Engagement:  

• Actively participate in conferences and events to promote BMO GAM’s expertise and thought leadership.  
• Serve as a trusted advisor by developing a deep understanding of business challenges and offering solutions.  
• Network with industry contacts to gather competitive insights and best practices, contributing to the development of integrated business strategies.  

Performance Monitoring & Improvement:  

• Contribute to continuous improvement of processes and procedures by identifying potential gaps and providing recommendations on product launches and initiatives.  
• Collaborate across BMO GAM to ensure consistency in messaging and strategic execution.  

Sales & Service Support:  

• Support the execution of strategic initiatives in collaboration with key stakeholders.  
• Deliver product and industry training, providing technical expertise for all aspects of investment management.  
• Identify business needs and develop tools and training programs to support client service.  
• Exceptional interpersonal and communication skills to foster trust and satisfaction.  

 Qualifications:  

• Minimum of 10 years of experience in the financial services industry, specifically in institutional sales or client management.  
• CFA designation required.
• Proven track record in client management, business development, and driving strategic initiatives.  
• Exceptional verbal and written communication skills, with the ability to communicate complex concepts in simple terms.  
• Expert analytical, problem-solving, and influence skills.  
• Strong collaboration and team skills, with a focus on cross-functional partnerships.  

Working Conditions: Travel is required to meet client needs and support business development activities.  

$109,200.00 - $202,800.00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

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. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.