Associate, Internal Sales, Retail Distribution

Drives sales results for designated products through non-affiliated or third-party intermediaries or within BMO channels. Provides input to new product development.

Responsibilities

• 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 and 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, jointly with portfolio managers, to promote new strategies.
• Provides input to product...