BMO U.S.

Regional Sales Manager, Retail Distribution – Global Asset Management

BMO U.S.

full-time

Posted on:

Location Type: Office

Location: Toronto • Canada

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Salary

💰 $69,000 - $129,000 per year

About the role

  • Drives sales results for designated products through internal BMO channels by improving employees’ product knowledge and customer needs conversations
  • Provides training and coaching to optimize sales and channel performance
  • Supports various national and regional programs to drive overall business growth
  • Gathers and shares insights about product, processes, and client experience to continuously improve market offer
  • Identifies gaps and opportunities in business plan and recommends solutions to achieve results
  • Assists in managing customer escalation process related to new features, benefits and price
  • Acts as a trusted advisor to assigned business/group
  • Influences and negotiates to achieve business objectives
  • Recommends and implements solutions based on analysis of issues and implications for the business
  • Engages in independent analysis and assessment to resolve strategic issues

Requirements

  • Typically between 5 - 7 years of relevant experience
  • Post-secondary degree in related field or equivalent combination of education and experience
  • Investment credentials with strong expertise in financial planning
  • In-depth product knowledge
  • Training experience preferred
  • Deep knowledge and technical proficiency gained through extensive education and business experience
  • Verbal & written communication skills - In-depth
  • Collaboration & team skills - In-depth
  • Analytical and problem solving skills - In-depth
  • Influence skills - In-depth
  • Data driven decision making - In-depth
Benefits
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningproduct knowledgedata analysisproblem solvingtrainingcoachingsales optimizationbusiness analysisnegotiationcustomer escalation management
Soft Skills
communicationcollaborationteamworkinfluenceanalytical thinkingdecision makingstrategic thinkingtrust buildingadaptabilityinsight sharing
Certifications
investment credentials