Lead institutional client engagement as a Director of Institutional Sales. Develop relationships in Western Canada, while focusing on investment education, business growth, and tailored portfolio solutions.
In this director-level role, you will manage relationships with institutional clients and prospects, driving strategic business development. Key responsibilities include cultivating relationships with Indigenous communities and supporting investment discussions with a diverse set of stakeholders. Collaborate closely with portfolio managers and specialists to enhance client understanding and retention.
Key Responsibilities:
• Develop and maintain institutional client relationships
• Engage with Indigenous communities on investment priorities
• Identify new business opportunities in the region
• Collaborate with investment consultants and advisors
• Deliver educational sessions on asset allocation strategies
Requirements:
• 7–10 years in institutional asset management
• Undergraduate degree in finance or related field
• CFA Charterholder or CIM designation preferred
• Eligible for Exempt Market Dealer licensing
• Robust understanding of investment strategies and asset allocation
Drive impactful institutional relationships and develop long-term partnerships that align with clients' investment goals and governance frameworks.
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Apply on Kit Job: kitjob.ca/job/2g8so9
📌 Director of Institutional Sales and Relationships (Calgary)
🏢 BMO
📍 Calgary
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