Drives sales results for designated products through internal BMO channels by improving employees’ product knowledge and customer needs conversations
Provides training and coaching to optimize sales and channel performance
Supports various national and regional programs to drive overall business growth
Gathers and shares insights about product, processes, and client experience to continuously improve market offer
Identifies gaps and opportunities in business plan and recommends solutions to achieve results
Assists in managing customer escalation process related to new features, benefits and price
Acts as a trusted advisor to assigned business/group
Influences and negotiates to achieve business objectives
Recommends and implements solutions based on analysis of issues and implications for the business
Engages in independent analysis and assessment to resolve strategic issues

Typically between 5
7 years of relevant experience
Post-secondary degree in related field or equivalent combination of education and experience
Investment credentials with strong expertise in financial planning
In-depth product knowledge
Training experience preferred
Deep knowledge and technical proficiency gained through extensive education and business experience
Verbal & written communication skills
In-depth
Collaboration & team skills
In-depth
Analytical and problem solving skills
In-depth
Influence skills
In-depth
Data driven decision making
In-depth

Regional Sales Manager, Retail Distribution – Global Asset Management

Key skills