Regional Director, Investments

🕒 vor 1 Monat

🇨🇦 Kanada – Remote

💵 $116.400 - $166.400 / Jahr

⏰ Vollzeit

🔴 Experte

💸 Finanzplanung und Analyse (FP&A)

👻 Geisterscore 21%

Was es bedeutet: wie wahrscheinlich diese Stelle offen bleibt, ohne dass aktiv eingestellt wird.So liest du es: 60 % oder höher heißt, wir halten das für einen Geisterjob. Niedrigere Werte sind weniger bedenklich.Wie wir werten: Dauer offen, Neuveröffentlichungen, offene Stellen vs Teamgröße, wie schnell Stellen geschlossen werden, und ob ein Gehalt angegeben ist.Hinweis: eine Schätzung aus öffentlichen Daten, kein Urteil über das Unternehmen. Echte Stellen können hoch punkten, nutze es also als Hinweis, nicht als Fakt.

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BMO U.S.

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5001 - 10000 Mitarbeiter

🛡️ Versicherung

💼 Beratung

📦 Logistik

Insurance • Consulting • Logistics

Bei BMO ist Bankgeschäft unser persönliches Engagement, Menschen in jeder Phase ihres finanziellen Lebens zu unterstützen.

Beschreibung

• Actively supports regional and market-level business development efforts by partnering with Investment Counsellors, Market Leaders, Relationship Managers, and other business partners to identify growth opportunities, strengthen referral activity, and improve prospect conversion • Develops and maintains strong internal and external networks and referral sources to support growth across the assigned portfolio or jurisdiction • Enhances the firm’s presence in the marketplace by collaborating with internal experts and external partners to create integrated business development strategies • Provides investment expertise and strategic input for prospecting, discovery, proposal development, client reviews, and new business opportunities • Supports the delivery of compelling investment proposals, presentations, portfolio recommendations, and meeting materials for prospects and clients • Facilitates senior investment expertise, portfolio positioning, fiduciary insight, or market perspective for prospect and client meetings where it is required • Helps identify regional sales effectiveness gaps and partners with leaders and teams to develop practical action plans that support business results • Provides coaching, tools, and training to help Investment Counsellors and client-facing team members communicate investment value propositions clearly and confidently • Supports retention and growth by helping teams deepen client relationships, respond to complex client needs, and deliver a consistent, high-quality client experience

🎯 Anforderungen

• CFA designation preferred • Relevant Investment Management Experience (RIME) preferred • Typically 9+ years of relevant experience and post-secondary degree in a related field of study, or an equivalent combination of education and experience • MBA or finance-related certification considered an asset • Strong understanding of fiduciary responsibilities and their application to managed investment accounts • Strong knowledge of equity and fixed income markets • Understanding of tax-related issues affecting investments • Knowledge of the applicable regulatory environment • Demonstrated success supporting business development, client acquisition, referral growth, and sales enablement initiatives • Proven ability to partner with Investment Counsellors and market leadership teams to drive growth, improve prospect conversion, and strengthen client retention • Seasoned investment professional with credibility among investment professionals, client-facing teams, and senior leaders • Strong commercial acumen with the ability to balance investment expertise, risk management, and growth objectives • Excellent verbal and written communication skills, including the ability to translate complex investment concepts into clear, client-friendly messaging • Strong analytical, problem-solving, influencing, and relationship management skills • Demonstrated coaching and leadership capability • Expert collaboration and cross-functional partnership skills • Ability to manage ambiguity and navigate complex business, investment, and organizational issues • Strong data-driven decision-making capability.

🏖️ Vorteile

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans