Regional Sales Manager, BMO InvestorLine
Core
Strategic sales leader driving growth of BMO's Digital Wealth Business through Retail and Wealth Partners in assigned regions.
Role type
Senior Regional Sales Manager (Investment Products)
Builds
InvestorLine Digital Wealth Platforms and sales effectiveness
Domain
Financial Services / Investment Banking
Required skills
Investment sales, Channel relationship management, Sales strategy, Market analysis, Business planning, Salesforce
Preferred skills
CIRO licensing (CSC/CIRE/RSE), PFP/CFP, High net worth client acquisition
Technologies
Salesforce
Responsibilities
Manage relationships with Retail and Private Wealth Channels, Provide sales training and coaching, Develop territory business plans and KPIs, Monitor sales and service targets, Represent InvestorLine at local market functions, Coordinate new product/service ideas with functional groups
Seniority
Senior, hands-on IC