BMO Vice President of Workplace Savings
BMO
Drive group investment initiatives as Vice President of Workplace Savings at BMO Financial Group. Enhance your investment sales skills while managing key regional relationships and promoting sales support. In this essential role, you will lead the group investment and workplace savings strategies while collaborating with diverse teams across the organization. Your expertise in sales management will help raise awareness and improve the effectiveness of GAM’s offerings. Building and maintaining senior relationships will be crucial for your success in this fast-paced environment. Key Responsibilities:
- Provide comprehensive support for Group Investment solutions
- Educate sales teams on investment products
- Participate in events to elevate GAM's profile
- Monitor and report on sales trends and activity levels
- Encourage a client-centric culture among teams
- Bachelor’s Degree required
- 5-10 years in Investment Sales experience
- Profound knowledge of investment strategies
- Proven track record in relationship management
- Strong organizational and planning skills
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