Vice President Institutional Sales

BMO Global Asset Management seeks a Vice President for Institutional Sales in Toronto. Bring your analytical and client management skills to enhance sophisticated client interactions.

This high-impact role focuses on supporting key institutional client relationships and executing the BPIC strategy. You will leverage your investment fluency and analytical strengths while engaging in client meetings and managing customized proposals. Your professional acumen will directly contribute to client satisfaction and retention.

Key Responsibilities:

• Support senior client relationship coverage in asset management

• Prepare for and actively participate in meetings and calls

• Act as contact for selective client engagements

• Ensure prompt resolution of client inquiries with stakeholders

• Lead development of RFPs, RFIs, and investment proposals

Requirements:

• Bachelor’s degree in finance, economics, or business

• CFA designation or significant progress required

• 4–7 years in asset management or client service roles

• Strong presentation and written communication skills

• Experience with portfolio theories and capital markets

Utilize your expertise in investment strategies to elevate BMO Global Asset Management's institutional client relationships.
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