BMO Director, Institutional ETF Solutions
BMO
Join BMO Global Asset Management as the Director of Institutional ETF & Solutions Distribution, focusing on sales and client relationships in Western Canada. Drive institutional growth by positioning ETFs as essential asset components. This senior-level role emphasizes the importance of strategic relationship management and consultative sales in the institutional investment space, targeting clients like pension plans and hedge funds. Your expertise will aid in converting challenges into valuable solutions, ensuring high-quality client interactions and a deep understanding of market dynamics. Key Responsibilities:
- Lead sales initiatives for BMO GAM’s ETF offerings
- Develop and maintain long-term client relationships
- Provide consultative guidance on portfolio construction
- Execute territory business plans to achieve sales targets
- Collaborate closely with cross-functional teams
- 10 years of experience in institutional sales
- Advanced knowledge of ETFs, private equity, and active investments
- Proven success in consultative environments
- Bachelor’s degree essential; CFA or MBA preferred
- Strong client management and communication skills
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