Director, Specialized Sales, Canadian Depository Receipts, CDRs
Core
Drive growth and adoption of BMO's Canadian Depositary Receipts (CDR) platform across the Investment Advisor channel in Canada.
Role type
Director, Specialized Sales (CDRs)
Builds
BMO's CDR business and franchise
Domain
Asset Management Sales / Canadian Equity Markets
Deliverable
client delivery
Required skills
Investment sales strategy, relationship management with Investment Advisors and Portfolio Managers, wholesaling, business development, market opportunity identification, advisor engagement, product development input, regulatory compliance, strategic planning, data analysis, change management
Preferred skills
Equity markets knowledge, foreign equity investing expertise, entrepreneurial mindset
Technologies
CRM systems, expense reporting systems
Responsibilities
Own and execute sales strategy to grow CDR business; build relationships with key decision-makers; lead strategic sales initiatives and advisor events; gather advisor feedback for product development; manage profitability and pricing dynamics of client relationships; provide subject matter expertise on regulations and policies; develop and execute business plans for retention objectives.
Seniority
Director, strategic execution & mentorship
