Vice President, National Accounts
Core
Develop, grow, and retain strategic relationships with senior executives and investment teams at Investment Dealer organizations across Canada to drive sales and expand adoption of BMO Global Asset Management's investment solutions.
Role type
Vice President, National Accounts (Senior IC)
Builds
Mutual Funds, ETFs, Alternatives, SMAs, and other specialized offerings for dealer approved shelves, recommended lists, model portfolios, and UMA/SMA platforms.
Domain
Asset Management / Wealth Management / Canadian Financial Markets
Deliverable
client delivery
Required skills
strategic relationship management, investment expertise, business acumen, strategic account planning, market intelligence gathering, cross-functional collaboration, complex issue resolution, presentation and influencing skills
Preferred skills
fluency in French, experience with Morningstar/Evestment/Bloomberg, CFA/CIM/CAIA/MBA designations
Technologies
Morningstar, Evestment, Bloomberg
Responsibilities
Build and maintain strategic relationships with dealer executives and key stakeholders; Develop and execute strategic account plans to drive asset growth and product adoption; Deliver presentations, investment education, and strategic recommendations to clients; Act as a senior advocate for client needs and distribution opportunities; Represent BMO GAM at dealer conferences and industry events; Provide input into product development and marketing strategy based on client feedback.
Seniority
Senior, hands-on IC