Application Deadline:

12/27/2025

Address:

525 8th Ave SW East Tower

Job Family Group:

Asset Mgmt Sales & Service

Drives sales results for designated products through non-affiliated or third- party intermediaries or within BMO channels. Provides input to new product development.

• Works with smaller clients, prospects, territories, issues and relationships.

• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.

• Builds effective relationships with internal/external stakeholders.

• Ensures alignment between stakeholders.

• Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new clients.

• Participates in industry and intermediary events to grow presence in the marketplace.

• Organizes and arranges regular conference calls and presentations, which are conducted either independently or in conjunction with portfolio managers to promote new strategies.

• Provides input to product development and marketing to grow the overall business.

• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

• Monitors and tracks performance, and addresses any issues.

• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

• Helps determine business priorities and best sequence for execution of business/group strategy.

• Conducts independent analysis and assessment to resolve strategic issues.

• Demonstrates effective and timely use of the customer relationship management system and expense reporting system.

• Adheres to all compliance, regulatory, and legal guidelines.

• Focus may be on a business/group.

• Thinks creatively and proposes new solutions.

• Exercises judgment to identify, diagnose, and solve problems within given rules.

• Works mostly independently.

• Broader work or accountabilities may be assigned as needed. Qualifications:

• Typically between 3 – 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

• CSC preferred.

• Basic understanding of intermediary sales and the market.

• Specialized knowledge from education and/or business experience.

• Verbal & written communication skills - In-depth.

• Collaboration & team skills - In-depth.

• Analytical and problem solving skills - In-depth.

• Influence skills - In-depth.