Vice President, Alternatives Distribution, BMO Global Asset Management

2 weeks ago


Calgary, Canada BMO Full time

Vice President, Alternatives Distribution, BMO Global Asset Management As Vice President in Alternatives Distribution, you will play a crucial role in growing assets and revenues, managing distribution channels, and nurturing investor relationships within private markets and alternatives for BMO GAM. You will collaborate closely with internal teams, external partners, and clients to execute strategic initiatives and achieve business objectives. The successful candidate must demonstrate strong knowledge of Private Equity (primaries, secondaries, co‑investments), Real Assets (infrastructure and real estate), Private Credit and Hedge Funds. This role can be based in Toronto, Vancouver or Calgary, and the candidate must be willing to travel up to 50% of the time within Canada. Key Responsibilities Contribute to the development of sales strategies aligned with business goals and market trends. Support the management of distribution channels effectively to ensure broad market penetration and maximize sales opportunities in your region. Cultivate and maintain strong relationships with existing and potential investors, addressing their inquiries and needs promptly and professionally. Develop a deep understanding of the firm’s products and services to effectively articulate value propositions to clients and investors. Collaborate with the marketing/IR team to create compelling pitch materials and presentations tailored to specific client needs and preferences. Monitor sales performance metrics, track client engagement, and generate regular monthly and quarterly reports for investors and internal management. Represent the firm at industry events, conferences, and seminars to network with key stakeholders and promote brand visibility. Identify and pursue opportunities to acquire new clients through targeted outreach and relationship-building efforts with internal and external partners. Build and maintain strong relationships with BMO GAM Wholesalers, Internal Sales Wholesalers, external partners, industry players, including institutional investors, family offices, and financial advisors. Provide exceptional client service throughout the sales cycle, from initial contact to post‑sale support and relationship management. Utilize available CRM systems effectively to track interactions, manage client data, and generate actionable insights for business development. Use client and investor feedback to drive product and service improvements, enhancing overall client satisfaction and retention. Uphold the highest standards of integrity, professionalism, and ethical conduct in all interactions with clients, investors, and colleagues. Ensure compliance with regulatory requirements and internal policies in all sales and investor relations activities. Identify and mitigate risks associated with client relationships, investments, and market developments to protect the firm’s interests. Provide guidance and mentorship to junior team members, fostering their professional growth and development. Stay updated on industry trends, regulatory changes, and best practices through continuous learning and professional development. Address client inquiries, concerns, and challenges promptly and effectively, demonstrating a solutions‑oriented approach. Qualifications Minimum six years of experience in Alternative Investments or Investment Banking. Capital Markets experience would be considered if the candidate can show a deep passion and understanding in Alternatives. Bachelor’s degree minimum with MBA, CAIA, or CFA is a plus. Strong understanding of private markets industry, funds structures, financial products, investment strategies, and market dynamics. This is a sales role, but the successful candidate must show high technical skills. Transactional experience (M&A, co‑investment/secondaries, private capital raising, fund due diligence, fund creation, etc.) would be an asset as this is a specialist role. Excellent communication, presentation, and interpersonal skills. Ability to work independently, prioritize tasks, and meet deadlines in a fast‑paced environment. Proficiency in CRM systems, Microsoft Office Suite (Excel and PowerPoint required), and other relevant software applications. Demonstrated ability to build and maintain relationships with clients, investors, and industry partners. Very strong attention to detail, analytical mindset, and problem‑solving skills. Commitment to professional growth and continuous learning. Ability and willingness to travel (up to 50%). Proficiency in a foreign language such as French, Mandarin, Cantonese, etc. is a plus. Compensation & Benefits Salary: $86,000.00 – $160,000.00 (Salaried). In addition to base salary, compensation may include performance‑based incentives, bonuses, and other benefits such as health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Equal Employment Opportunity Statement BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. #J-18808-Ljbffr



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