Associate, Internal Sales, Retail Distribution

BMO•Toronto, ON

4d•Onsite

About The Position

Drives sales results for designated products through non-affiliated or third-party intermediaries or within BMO channels. Provides input to new product development. Works with smaller clients, prospects, territories, issues and relationships. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new clients. Participates in industry and intermediary events to grow presence in the marketplace. Organizes and arranges regular conference calls and presentations, which are conducted either independently or in conjunction with portfolio managers to promote new strategies. Provides input to product development and marketing to grow the overall business. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Demonstrates effective and timely use of the customer relationship management system and expense reporting system. Adheres to all compliance, regulatory, and legal guidelines. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed.

Requirements

Typically between 3 – 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Basic understanding of intermediary sales and the market.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.

Responsibilities

Drives sales results for designated products through non-affiliated or third-party intermediaries or within BMO channels.
Provides input to new product development.
Works with smaller clients, prospects, territories, issues and relationships.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new clients.
Participates in industry and intermediary events to grow presence in the marketplace.
Organizes and arranges regular conference calls and presentations, which are conducted either independently or in conjunction with portfolio managers to promote new strategies.
Provides input to product development and marketing to grow the overall business.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Monitors and tracks performance, and addresses any issues.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Helps determine business priorities and best sequence for execution of business/group strategy.
Conducts independent analysis and assessment to resolve strategic issues.
Demonstrates effective and timely use of the customer relationship management system and expense reporting system.
Adheres to all compliance, regulatory, and legal guidelines.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.