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Regional Manager, Lending Referral Partnerships Specialist
2 months ago
We are seeking a highly skilled and experienced Regional Manager, Lending Referral Partnerships to join our team at BMO. As a key member of our organization, you will be responsible for driving business growth and development through strategic partnerships and referrals.
Key Responsibilities- Develop and execute business plans to achieve sales results and drive revenue growth.
- Build and maintain strong relationships with external partners, including independent financial advisors and life insurance agents.
- Provide subject matter expertise in the design, development, and implementation of BMO's Lending Referral Program.
- Collaborate with internal stakeholders to meet business objectives and drive strategic initiatives.
- Conduct analysis and provide insights to inform business development recommendations.
- Develop and maintain a strong network within the insurance and investment industry.
- Design and produce regular and ad-hoc reports, presentations, and dashboards.
- Execute routine tasks and service requests in accordance with applicable service level agreements.
- Typically between 5 - 7 years of relevant experience working with independent financial advisors and life insurance agents.
- Solid knowledge of the investment/insurance industry in Canada.
- Strong business development acumen with proven results.
- Familiarity with BMO products and services.
- Ability to create and implement a business plan.
- Knowledge of the competitors in the mortgage referral space.
- Strong communication/Presentation skills with the ability to communicate the BMO value proposition to external partners.
- Verbal & written communication skills - In-depth. (French/English)
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
- Data driven decision making - In-depth
We offer a competitive salary range of $74,800.00 - $138,600.00, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
We are committed to an inclusive, equitable and accessible workplace, and we strive to help our employees grow and make an impact. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.
