Sales - - Responsable Distribution H/F (Calgary)

Sales - - Responsable Distribution H/F (Calgary)

15 Sep
|
BMO
|
Calgary

15 Sep

BMO

Calgary

The Director, Institutional ETF & Solutions Distribution is responsible for the sales and servicing of BMO Global Asset Management’s institutional ETF platform, with a secondary focus on alternatives (Private Credit, Private Equity, Quantitative strategies) and active investment solutions. Clients and prospects include large and complex pension plans, insurance companies, investment counselors, mutual funds, hedge funds, foundations, endowments, and family offices. This role is well suited for a self‑starter who thrives in a team‑based, performance‑driven environment.

Lead institutional sales efforts with a primary focus on BMO GAM’s ETF platform, positioning ETFs as core building blocks within institutional portfolios. Identify, develop, and convert new institutional relationships through proactive prospecting, in‑person and virtual meetings, and participation in industry conferences and events. Foster a culture of sales excellence focused on new asset growth, client acquisition, and wallet‑share expansion.

Build and maintain long‑term, trusted relationships with institutional clients by developing a deep understanding of their investment objectives and constraints. Provide consultative advice on asset allocation, portfolio construction, and implementation using BMO GAM solutions. Coordinate access to portfolio managers, product specialists, capital markets, client service teams, and pension consultants as required.

Deliver timely follow‑up, responsiveness, and high‑quality client service across all assigned relationships. Maintain a strong understanding of competitor activity and market trends to proactively identify opportunities and risks. Ensure disciplined and effective use of CRM tools to manage pipelines, activity, and client intelligence.

Strategy, Planning & Market Insight Contribute to continuous improvement initiatives, including product launches, go‑to‑market strategies, and process enhancements.



Communicate regularly with sales leadership regarding regional performance, market dynamics, and client insights. Enhance BMO GAM’s institutional brand through thought leadership, public speaking, and conference participation.

Primary success measures include new institutional assets, new client acquisition, and retention of existing relationships. Undergraduate university degree required; CFA and/or MBA strongly preferred.

Institutional Sales Excellence: Prospecting, relationship development, closing, pipeline management, and territory planning.

Communication & Influence: Exceptional presentation, facilitation, and public‑speaking skills with senior investment professionals. Strong business planning, prioritization, and time‑management skills.

Personal Effectiveness: Self‑motivated, proactive, adaptable, and highly collaborative Salaries for part-time roles will be pro‑rated based on number of hours regularly worked. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

It calls on us to create lasting, positive change for our customers, our communities and our people. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach current milestones, as you help our customers reach theirs.

From in‑depth training and coaching, to manager support and network‑building opportunities, we’ll help you gain valuable experience, and broaden your skillset. Accommodations are available on request for candidates taking part in all aspects of the selection process. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #

📌 Sales - - Responsable Distribution H/F (Calgary)
🏢 BMO
📍 Calgary

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