Job Description
Engage with sophisticated clients as Vice President of Institutional Sales at BMO Global Asset Management in Toronto. This role demands analytical expertise and a strong client-centric approach.
You will work closely with senior leaders and manage key relationships while executing BPIC strategies. This client-facing position emphasizes engagement, product knowledge, and tailored customer service to ensure long-term relationships that thrive on satisfaction and trust.
Key Responsibilities:
• Manage BPIC-related institutional client relationships
• Actively support senior leaders in client meetings
• Prepare customized investment proposals and materials
• Serve as a contact point for client inquiries
• Collaborate on refining client communications and narratives
Requirements:
• Bachelor’s degree in a related field
• CFA eligibility required; ongoing progress accepted
• 4–7 years of experience in asset management
• Expertise in investment management con...
You will work closely with senior leaders and manage key relationships while executing BPIC strategies. This client-facing position emphasizes engagement, product knowledge, and tailored customer service to ensure long-term relationships that thrive on satisfaction and trust.
Key Responsibilities:
• Manage BPIC-related institutional client relationships
• Actively support senior leaders in client meetings
• Prepare customized investment proposals and materials
• Serve as a contact point for client inquiries
• Collaborate on refining client communications and narratives
Requirements:
• Bachelor’s degree in a related field
• CFA eligibility required; ongoing progress accepted
• 4–7 years of experience in asset management
• Expertise in investment management con...