10/25/2024

Address:

885 West Georgia Street

Asset Mgmt Sales & Service

Strengthens the firm's relationships with intermediaries, and drives continuous service improvements with ultimate focus on business retention. Develops the strategy, processes, and delivery measurement for service among all functional areas responsible for delivering to clients. Develops and executes proactive, creative, and ongoing contact initiatives to identify and satisfy client needs. Coordinates relationship management activities with Sales, Product Management, Marketing, Product Specialist, and other stakeholders. Provides input to product development.

• Assists marketing with new business opportunities; delivers presentations to potential clients.
• Proactively participates in finalist presentations.
• Covers large, important and complex clients, prospects and relationships.
• Manages the profitability and pricing dynamics for the entire portfolio of customers to ensure to ensure the retention of clients beyond the 5 year time frame and to understand profitability dynamics in relation to industry standards.
• Discusses process, portfolio construction risk management and issuer selection with existing clients.
• Provides written and oral reports to clients on performance of account, the market, and performance of individual securities.
• Manages multiple facets of relationship with clients - including presentations of investment manager strategies, styles, current views, and outlooks.
• Acts as a subject matter expert for all client interactions.
• Reviews & approves written client and consultant communications including Requests for Proposals, Quarterly reports, surveys and presentations.
• Develops an expert understanding of business/group challenges.
• May consult to or serve on various committees and task forces.
• Influences and negotiates to achieve business objectives.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Identifies emerging issues and trends to inform decision-making.
• Acts as a subject matter expert on relevant regulations and policies.
• Develops relationship management strategy for the portfolio to deliver business results.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Conducts independent analysis and assessment to resolve strategic issues.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Develops & executes service plan with all internal stakeholders to ensure appropriate service across all customer touchpoints.
• Acts as the prime contact for internal/external stakeholder relationships, which may include regulators.
• Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance, and addresses any issues.
• Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Manages day to day operational tasks to ensure necessary compliance activities are being completed according to established policies and procedures and mitigating risk appropriately.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Develops, maintains and executes a business plan, including relationship management strategies, to achieve retention objectives.
• Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
• Develops and executes contact initiatives to identify and satisfy client needs.
• Prepares client and market summaries as required.
• Participates in industry and prospect events to grow presence in the marketplace.
• Provides input to product development and marketing to grow the overall business.
• Provide timely responses to all client questions and issues.
• Demonstrates effective and timely use of the customer relationship management system and expense reporting system.
• Adheres to all compliance, regulatory, and legal guidelines.
• Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
• Influences how teams/groups work together.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
• Communicates abstract concepts in simple terms.
• Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
• Anticipates trends and responds by implementing appropriate changes.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically 9+ years of relevant experience and a post-secondary degree in related field of study or an equivalent combination of education and experience.
• Expert understanding of relationship management and the market.
• Seasoned expert with extensive industry knowledge.
• Technical leader viewed as a thought leader for innovation.
• Verbal & written communication skills - Expert.
• Analytical and problem solving skills - Expert.
• Influence skills - Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - Expert.
• Able to manage ambiguity.
• Data driven decision making - Expert.

$103,500.00 - $192,500.00

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.