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Regional Sales Manager, Retail Distribution – Global Asset Management
BMO U.S.Regional Sales Manager enhancing employee product knowledge and driving sales at BMO's Global Asset Management. Providing training and coaching for effective sales performance across retail distribution channels.
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
ATS Keywords
✓ Tailor your resumeApplicant 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