Head, External Distribution, Global Asset Management

BMO•Calgary, AB

4d•CA$110,500 - CA$192,500•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. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Covers large, important and complex clients, prospects and relationships. Develops and executes sales strategy to achieve the desired business results Monitors sales results and provides coaching to achieve required business growth. Builds and maintains strong relationships with intermediaries. Influences and negotiates to achieve business objectives. Identifies emerging issues and trends to inform decision-making. 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. Manage day to day operational tasks to ensure necessary compliance activities are being completed according to established policies and procedures and mitigating risk appropriately. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. 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 help 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. Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. Influences how teams/groups work together. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems. Communicates abstract concepts in simple terms. Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives. Anticipates trends and responds by implementing appropriate changes. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Requirements

Typically 9+ years of relevant experience and a post-secondary degree in related field of study or an equivalent combination of education and experience.
Expert understanding of intermediary sales and the market.
Seasoned expert with extensive industry knowledge.
Technical leader viewed as a thought leader for innovation.
Verbal & written communication skills - Expert.
Analytical and problem solving skills - Expert.
Influence skills - Expert.
Collaboration & team skills; with a focus on cross-group collaboration - Expert.
Able to manage ambiguity.
Data driven decision making - Expert.

Responsibilities

Drives sales results for designated products through non-affiliated or third-party intermediaries or within BMO channels.
Provides input to new product development.
Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
Ensures alignment between values and behaviour that fosters diversity and inclusion.
Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
Attracts, retains, and enables the career development of top talent.
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
Covers large, important and complex clients, prospects and relationships.
Develops and executes sales strategy to achieve the desired business results.
Monitors sales results and provides coaching to achieve required business growth.
Builds and maintains strong relationships with intermediaries.
Influences and negotiates to achieve business objectives.
Identifies emerging issues and trends to inform decision-making.
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.
Manage day to day operational tasks to ensure necessary compliance activities are being completed according to established policies and procedures and mitigating risk appropriately.
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
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.
Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
Influences how teams/groups work together.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
Communicates abstract concepts in simple terms.
Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
Anticipates trends and responds by implementing appropriate changes.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.