BMO U.S. ยท 2 hours ago
National Sales Manager
REMOTE/TELETRAVAIL, PE, CAN
Full-time
Remote
Senior Level
$84K/yr - $156K/yr
7+ years exp
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Responsibilities
Drives national sales results for BMO InvestorLine by managing the Regional Sales Manager Team across the geography of Canada.
Increase sales via internal BMO Channels by improving BMO Employees' product knowledge expertise and customer needs conversations in order to provide solutions in the best interests of customers.
Gathers and shares insights about the product, processes, and client experience to continuously improve the market offer.
Provides training and coaching to optimize sales and channel performance.
Supports a variety of national and regional programs to drive overall business growth.
Assists in managing the customer escalation process.
Acts as a subject matter expert on relevant regulations and policies.
Organizes and manages regular sales meetings to enhance the effectiveness and efficiency of the sales force.
Acts as the prime subject matter expert for internal/external stakeholders.
Develops a business plan by identifying needs, analyzing potential options and assessing expected return on investment towards execution of sales target.
Identifies gaps and opportunities in the business plan and recommends solutions to achieve results.
Provides strategic input into business decisions as a trusted advisor.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Influences and negotiates to achieve business objectives.
Assists in the development of strategic plans.
Obtains feedback on customer needs and expectations and proactively shares with product managers for enhancing product features and creating new products.
Identifies emerging issues and trends to inform decision-making.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Provides advice and guidance to assigned business/group on implementation of solutions.
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
Helps determine business priorities and best sequence for execution of business/group strategy.
Conducts independent analysis and assessment to resolve strategic issues.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Tracks and monitors the impact of product features, benefits, price on customer behaviour and uses this knowledge to assess and recommend new product and pricing strategies.
Designs and produces regular and ad-hoc reports, and dashboards.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
Supports the development of training materials and presentations to enhance employee effectiveness.
Supports and enhances the delivery of the desired client experience through sales channels.
Supports regional and national sales & marketing programs to drive overall sales effectiveness.
Collaborates effectively with internal stakeholders to build capability and drive business growth.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
Qualification
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Required
Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
CIRO courses and licensing: CSC, CPH, WME, BMC
Expert product knowledge.
Sales management experience
In depth knowledge on financial markets and products
In depth knowledge on online investing brokerage platforms, pricing and process
Verbal & written communication skills - In-depth / Expert.
Analytical and problem solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.
Preferred
Training experience preferred.
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO U.S.
At BMO, banking is our personal commitment to helping people at every stage of their financial lives.
5,001-10,000 employees
H1B Sponsorship
BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (42)
2022 (28)
2021 (14)
2020 (20)
Funding
Current Stage
Late StageLeadership Team
A
Abhishek Vaidya
Director - Customer Optimization & Partner Management
Michael Miranda
National Head of Investments
Recent News
2023-08-05
BizTimes - Milwaukee Business News
2023-07-28
Company data provided by crunchbase
