Associate, Internal Sales, Intermediary Distribution

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. ...