Associate Vice President, Advisor Sales, Global Asset Management
Core
Own and execute sales strategy for an assigned MFDA sub-region, delivering net sales and AUM growth targets while converting new business opportunities.
Role type
Associate Vice President, Advisor Sales
Builds
BMO GAM's reach into high-potential advisor segments
Domain
Financial Services / Asset Management
Required skills
Territory ownership, sales execution, prospecting, relationship building, business plan development, CRM management, client education
Preferred skills
Internal sales representative experience, understanding of MFDA channel
Responsibilities
Own and execute sales strategy for an assigned MFDA sub-region, deliver against net sales and AUM growth targets, identify and convert new business opportunities, act as primary point of contact for assigned advisors, lead outbound prospecting to grow wallet share, deliver product education and value positioning, maintain accurate CRM records
Seniority
Mid-level, hands-on IC