Director, Institutional ETF & Solutions Distribution, GAM
Core
Director responsible for sales and servicing of BMO Global Asset Management's institutional ETF platform and alternatives across Western Canada.
Role type
Senior IC institutional sales director
Builds
Institutional ETF and alternative investment solutions for complex investors
Domain
Asset Management / Institutional Sales
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Institutional sales excellence, consultative relationship management, territory planning, prospecting, closing, pipeline management, strategic thinking, public speaking
Preferred skills
CFA, MBA, deep understanding of institutional ETFs and alternatives
Technologies
CRM tools
Responsibilities
Lead institutional sales efforts for ETFs and alternatives, develop new institutional relationships, build long-term trusted relationships with clients, develop annual territory business plans, partner with internal teams to deliver integrated solutions
Seniority
Director, hands-on IC