Trading Enablement Specialist
Core
Engage with high-value Active Trading clients and prospects to provide platform demos, workflow support, and sales guidance on wealth and investment strategies.
Role type
Senior IC wealth sales specialist (active trading)
Builds
Active Trading and Options trading platform adoption and client relationships
Domain
Financial services / Wealth management / Active trading
Deliverable
client delivery
Required skills
Active Trading and Options platform expertise, wealth and investment strategy guidance, sales target achievement, regulatory compliance knowledge, risk management awareness, customer relationship management, business development strategy
Preferred skills
BMO product knowledge, outbound prospecting, team mentorship, data-driven decision making
Technologies
Active Trading platform, Options trading platform
Responsibilities
Provide Active Trading and Options platform demos and workflow setup support, guide customers on wealth and investment strategies, achieve sales targets for relevant investment products, collaborate with sales managers on prospecting, identify skilled knowledge gaps for team improvement, maintain confidentiality and report suspicious activity, adhere to regulatory and compliance requirements
Seniority
Mid-Senior, hands-on IC