Advance your career as a Vice President of Institutional Sales with BMO Global Asset Management in Toronto. This role combines client relationship management with strategic execution.
Ideal for a client-facing professional, you will support BPIC strategies while engaging key institutional clients. Your analytical foundation will be essential in managing sophisticated interactions, contributing to tailored proposals, and ensuring high satisfaction rates.
Key Responsibilities:
• Oversee institutional client engagements and relationships
• Prepare meeting materials and support discussions
• Ensure prompt resolution for client inquiries and services
• Contribute to tailored RFP preparations and reports
• Collaborate internally to refine investment approaches
Requirements:
• Bachelor’s degree in finance, business, or related field
• CFA designation or significant advancement required
• 4–7 years in asset management or client services
• Excellent communica...