Divisional Sales Manager, BMO Investorline
Core
Leads and manages a team of Regional Sales Managers to drive sales results, asset growth, and client acquisition for BMO InvestorLine within an assigned division.
Role type
Divisional Sales Manager (Team Lead)
Builds
Divisional sales performance and client acquisition
Domain
Financial Services / Wealth Management / Investment Brokerage
Required skills
Sales leadership, team coaching, performance management, sales forecasting, business planning, stakeholder engagement, financial market expertise, regulatory knowledge, data analysis, change management
Preferred skills
Training facilitation, succession planning, cross-functional leadership
Technologies
Online investing brokerage platforms, CRM systems, sales analytics tools
Responsibilities
Lead, coach, and develop Regional Sales Managers to achieve sales objectives; Establish clear performance expectations and accountability standards; Develop and execute divisional business plans and sales forecasts; Drive full productivity through business reviews and targeted coaching; Build strategic partnerships with internal BMO distribution channels; Analyze sales performance and market conditions to provide insights; Lead divisional sales meetings and planning sessions; Support sales enablement initiatives and training programs; Manage customer escalations and issue resolution; Oversee talent development, recruitment, and workforce planning.
Seniority
Senior, hands-on IC with team leadership