Vice President, Group Investment Plans, BMO GAM

BMO•Calgary, AB

3d•Onsite

About The Position

The role is responsible for providing regional delivery of group investment/workplace savings sales and sales support, through the P&BB, Commercial, and digital channels. The position manages group investment/workplace savings prospects, sales and on boarding. The role is accountable for ongoing sales effectiveness of GAM’s group investment/workplace savings initiatives. The VP, Group Investment Sales will develop and manage senior relationships within the personal branch network, business banking, and commercial segment to drive awareness and group sales.

Requirements

Undergraduate University Degree
5–10 years Investment Sales Experience
In-depth knowledge of investment products and markets
In-depth knowledge of sales strategies
In-depth knowledge of competitive marketplace and trends in group investments product offerings
In-depth knowledge of Bank products, services, organization and banking group interrelationships
Ability to take in knowledge and resolve a magnitude of diverse, complex issues
Exceptional sales & customer service orientation skills
Proven investment sales success is mandatory
Exceptional networking, presentation, facilitation, and relationship building skills
Exceptional interpersonal and communication skills
Demonstrated ability to clearly and decisively set priorities
Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests
Sound business planning and organization skills and ability to manage multiple priorities
Ability to work independently

Responsibilities

Provide ongoing sales and support to Plan Sponsors and prospects for Group Investment Solutions.
Provide product specific training and support to the P&BB sales forces (Financial Planners, Business Bankers, and Commercial Relationship Managers) to build an understanding and confidence in the group investment/workplace savings offer and a better understanding of the competitive environment.
Act as the point person representing GAM at national and local market events to raise the profile of GAM’s group investment/workplace savings product.
Identify gaps, issues, and best practices by monitoring sales and service activity levels against national and divisional plans.
Foster a sales culture of goal achievement and superior customer satisfaction via quality interactions with the GAM distribution teams, the P&BB salesforces and group investment/workplace savings prospects.
Work with GAM’s product, sales support and strategy teams to ensure all sales tools and training materials are leading edge.
Create and manage senior relationships in the P&BB and Commercial channel to ensure a high level of GAM group investment/workplace savings awareness.
Co-ordinates group investment/workplace savings awareness and activity with leadership at BMO Wealth partners (NB, IVL, LA and PB).
Prepare, update and implement annual regional business plan.
In partnership with the sales strategy team, continually review and refresh the go to market strategy and customer positioning for the group investment/workplace savings product.
Provide recommendations on marketing campaigns, advertising, sponsorships, external partnerships, etc.
Contribute to the continuous improvement of processes and procedures by identifying potential service gaps and providing input and recommendations on product enhancements.
Understand and assess ongoing opportunities for national and regional sales programs.
Develop and organize travel plans and manage an assigned regional budget.