Job Description
Drives sales results for designated mutual fund/ETF products through non-affiliated or third-party Advisory intermediaries and within BMO Advisory channels. Puts investment advisors first and supports their wholesaler in driving sales results across their region.
Responsibilities
- Works with investment advisors, prospects, internal stakeholders to build relationships and drive results.
- Proposes solutions to investment advisors and makes recommendations based on an understanding of their needs and market opportunities.
- Builds effective relationships with internal/external stakeholders.
- Works closely with partnered wholesaler, maintains consistent and clear communication at all times.
- Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new investment advisors.
- Participates in industry and intermediary events to grow presence in the marketplace. ...