Job Description
Join BMO's team as a Sales Associate, driving advisory sales for mutual funds and ETFs remotely while focusing on relationship management. Engage with investment advisors to maximize results.
Your role will involve working collaboratively with investment advisors and internal stakeholders to drive sales initiatives effectively. By understanding market opportunities, you will propose tailored solutions and develop strong partnerships with wholesalers. This hybrid position requires excellent organizational skills and the ability to effectively use CRM systems.
Key Responsibilities:
• Build impactful relationships with advisors and prospects
• Suggest relevant investment strategies based on advisor input
• Execute tailored sales plans to achieve regional targets
• Arrange and lead presentations and calls for product strategies
• Utilize Salesforce to enhance relationship management
Requirements:
• Preferred complet...
Your role will involve working collaboratively with investment advisors and internal stakeholders to drive sales initiatives effectively. By understanding market opportunities, you will propose tailored solutions and develop strong partnerships with wholesalers. This hybrid position requires excellent organizational skills and the ability to effectively use CRM systems.
Key Responsibilities:
• Build impactful relationships with advisors and prospects
• Suggest relevant investment strategies based on advisor input
• Execute tailored sales plans to achieve regional targets
• Arrange and lead presentations and calls for product strategies
• Utilize Salesforce to enhance relationship management
Requirements:
• Preferred complet...