Saturday , May 18 2024

BMO Job Openings – Business Development Consultant

Website BMO

Job Description:

This role works closely with Investment Advisors, branch personnel, Product Teams, internal and third-party investment managers, Product Communications and outside vendors who support these investment solutions.

Job Responsibilities:

  • Develops and executes the business development strategy for the Wealth Action Team in partnership with management.
  • Plays a leadership role to promote the investment solution products and fee-based programs.
  • Provides input to the national sales strategy based on the potential and feedback from the field.
  • Drives business development efforts and marketing plans in partnership with the national sales team.
  • Works closely with the Managed Solutions Group to build portfolios created for HNW and UHNW clients.
  • Creates highly customized fee structures for HNW and UHNW clients
  • Identifies emerging issues and trends to inform decision-making.
  • Acts as a trusted advisor to our Investment Advisors, Market Leaders and Sales Associates, dispensing product information and issue resolution within a pre-determined SLA.
  • Recommends and implements solutions based on analysis of issues and implications for the business.
  • Builds effective relationships with internal/external stakeholders.
  • Provides weekly Asset Reports for Fee-based services and monitor growth trends.
  • Participates in defining the communication plan designed for new product launches; develops tailored messaging; and identifies appropriate distribution channels.
  • Updates IAs and their teams on product developments, enhancements and change management initiatives to ensure a positive IA and client experience

Job Requirements:

  • A university degree is required. Preferably, an advanced degree in a technical field (mathematics, physics, statistics, engineering, computer science, etc.);
  • Industry experience and a PhD in a technical field are strong pluses
  • Broad knowledge at an advanced level of quantitative models for price/rate processes and volatility surface.
  • Good understanding of financial derivatives, from linear products to vanilla options, and first/second order exotic options.
  • Hands-on experience with equity structured products and models, in particular local volatility, dividend modelling, MC/PDE
  • Software development experience (.NET, C++);
  • Knowledge of Excel, including scripting and efficient spreadsheet design;
  • Strong technical writing ability;
  • Strong communication skills, with the ability to deal effectively with a wide range of colleagues. This includes other technical professionals, traders, marketers, senior management, back office, and risk management.

Job Details:

Company: BMO

Vacancy Type:  Full Time

Job Location: Brampton, CA

Application Deadline: N/A

Apply Here