Inside Sales Manager, Global Asset Management

We are seeking a results-driven Inside Sales Manager to drive results in our Advisor Sales Channel. This person should have a proven track record in both sales and a desire for sales leadership. In this role, the person will oversee the members of the inside sales team, ensuring they meet and exceed sales and service targets, while strategically contributing to business growth.

This role requires a strong sales background, an understanding of investments and the related advisor industry. The person would have coaching skills, and the ability to balance tactical execution with strategic planning to drive measurable results.

The candidate could be based in Toronto, Montreal or Calgary.

• Team Leadership:
  Manage, mentor, and inspire the inside sales team to achieve individual and team sales goals.
• Performance Management:
  Define, track, and analyze key sales performance metrics, ensuring accountability for continuous improvement and working with management to take action where needed.
• Coaching, Training & Development:
  Provide ongoing training, coaching, and support to enhance team skills and capabilities.
• Hiring:
  Ensure a strong pipeline of quality candidates by consistently engaging in conversations with potential candidates and organizations that lead to hiring discussions.
• Collaboration:
  
  Work closely with advisor sales team members, operations, sales management and others to align sales efforts with broader business strategies.
• Process Optimization:
  Continuously refine sales processes, tools, and technology to maximize team efficiency and effectiveness.
• Market Insights:
  Stay informed about industry trends, competitor activities, and client needs to guide sales strategy and decision-making.
• Some travel required.

• Proven experience in a sales role, ideally within the asset management or financial services industry.
• Demonstrated ability to drive both tactical execution and strategic planning in a fast-paced sales environment.
• A record of coaching and motivating teams to achieve and exceed sales targets.
• Leadership, communication, and interpersonal skills.
• Proficient in CRM systems and data analysis to track and manage sales performance.
• Knowledge of asset management products, financial markets and deep knowledge of the financial advisor ecosystem.
• Ability to motivate and lead a team, fostering a high-performance and collaborative culture.
• A track record working in Inside Sales with a consultative approach is an asset.
• CSC required, other designations are an asset (CIM, CFP, CFA, CAIA, etc.).
• Strong analytical and problem‑solving skills with a results-oriented mindset.

$69,000.00 - $

Salaried

Salaries will vary based on factors such as location, skills, experience, education and qualifications for the role. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

Benefits include health insurance, tuition reimbursement, accident and life insurance and retirement savings plans. BMO also offers performance-based incentives, discretionary bonuses, and other perks and rewards.

BMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process.