Director, etf consultant, bmo global asset management

Application Deadline12/13/2025 Address100 King Street West Job Family GroupAsset Mgmt Sales & Service Director, ETF ConsultantThe Director, ETF Consultant is responsible developing sales of BMO ETFs and related ETF based products through multi-channel partnerships in the assigned region. A core component of the position is creating effective partnerships with the assigned BMO Global Asset Management Regional Sales Managers (RSMs). The ETF Consultant role provides the RSMs with sales support, promotional assistance and education on BMO ETFs and other BMO ETF related products. Sales and ServiceDrive sales of BMO ETFs in conjunction with a cohort of RSM’s to meet and exceed annual plan targetsFoster a sales culture of goal achievement and superior customer satisfaction;Coordinate BMO ETF sales activities within the assigned regionProvide ongoing sales support and product specific training to the assigned region’s RSM teamPartner with each of the region’s RSM’s to assist them in their individual BMO ETF sales effortsAssist each of the Regional RSMs in achieving their sales targetsChampion all opportunities to enhance local financial advisors’ BMO ETF product knowledge; represent and promote BMO ETFs and ETF-based products at conferences and forums.This role further collaborates with the BMO’s multi-channel sales partners (Retail and Discount channels) to act as the subject matter expert with regard to BMO ETF products. Planning & StrategyImplement the national sales plan within the geographic sales region including preparation and implementation of an annual territory business plan including promotional budget, to meet annual growth and retention targets.Provide strategic direction and business planning for BMO ETF products within the region.Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives.Communicate regularly with sales management on regional sales strategies, priorities, sales targets, performance standards, marketing plans and accomplishments.Develop and maintain strong relationships with third party referral sources (i.e. brokers/dealers) to maximize BMO ETF market presence and increase our market share.Provide subject matter expertise to the senior sales management team on market conditions and trends to maintain a high level of environmental awareness.Ensure a thorough understanding of competitor activities to identify potential opportunities and threats. Cross-functional RelationshipsSales & Service – The role has authority to request and apply product knowledge information from other functional areas of BMO Global Asset Management as required in order to serve customersCoordinating – This role works with other areas of BMO Financial Group as needed to help generate ETF and other sales, and liaises with external network groups to understand the competitive landscape and other company product offerings, and to improve product offerings Scope and ImpactThis role has direct impact on the achievement of key LOB objectives. Key numerical measures are as follows:Annual Sales Plan: ETF ProductsAnnual Sales Plan: Funds of ETFs.Individual and team growth in knowledge of ETF solutions and products KnowledgeUndergraduate University Degree in Business or FinanceMinimum 5 years in a wholesaling or related specialist roleCIM or CFA, CFA is preferredIn-depth knowledge of investment products and markets, including competitive market and trendsIn-depth knowledge of sales strategiesAbility to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issues SkillsExceptional sales & customer service orientation skillsProven investment sales successExceptional networking, presentation, facilitation and relationship building skillsExceptional interpersonal and communication skillsSound business planning and organization skills and ability to manage multiple prioritiesSelf-motivated and proactive Working conditionsExtensive travel is requiredExtended hours and periodic weekend requirements, based on local market needs of sales workforceMay be required to work from home office in designated geographic area Salary$86,000.00 - $160,000.00 Pay TypeSalaried About UsAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.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. To request accommodation, please contact your recruiter. #J-18808-Ljbffr