Director, Institutional ETF & Solutions Distribution, GAM

Address:

The Director Institutional ETF & Solutions Distribution is responsible for the sales and servicing of BMO Global Asset Managements institutional ETF platform with a secondary focus on alternatives (Private Credit Private Equity Quantitative strategies) and active investment solutions.

This role plays a critical part in driving BMO GAMs institutional growth strategy by developing deep consultative relationships with sophisticated institutional investors. Clients and prospects include large and complex pension plans insurance companies investment counselors mutual funds hedge funds foundations endowments and family offices.

The successful candidate will bring a strong understanding of institutional markets a proven ability to originate and close new business and the capability to partner effectively with portfolio managers and internal stakeholders to deliver differentiated clientcentric solutions. This role is well suited for a selfstarter who thrives in a teambased performancedriven environment.

Sales & Client Coverage

• Lead institutional sales efforts with a primary focus on BMO GAMs ETF platform positioning ETFs as core building blocks within institutional portfolios.

• Drive incremental growth across alternatives and active strategies as complementary solutions aligned with client objectives.

• Identify develop and convert new institutional relationships through proactive prospecting inperson and virtual meetings and participation in industry conferences and events.

• Translate institutional client challenges into opportunities through problemsolving thought leadership education and the transfer of intellectual capital.

• Foster a culture of sales excellence focused on new asset growth client acquisition and walletshare expansion.

Relationship Management

• Build and maintain longterm 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 followup responsiveness and highquality 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

• Develop and execute a comprehensive annual territory business plan including sales strategy priorities and promotional budget to achieve growth and retention targets.

• Provide strategic input and feedback on ETFs alternatives and active product positioning.

• Contribute to continuous improvement initiatives including product launches gotomarket strategies and process enhancements.

• Communicate regularly with sales leadership regarding regional performance market dynamics and client insights.

• Enhance BMO GAMs institutional brand through thought leadership public speaking and conference participation.

• Partner closely with internal sales service investment marketing and capital markets teams to deliver integrated institutional solutions.

• Collaborate across BMO Financial Group to leverage broader firm capabilities and strengthen competitive positioning within the institutional marketplace.

• Direct impact on the achievement of key lineofbusiness objectives.

• 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.

• Minimum 10 years of institutional investment sales experience.

• Advanced understanding of institutional ETFs with strong working knowledge of alternatives and active investment strategies.

• Demonstrated track record of success in complex consultative sales environments.

• Seasoned professional combining education experience and deep industry knowledge.

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

• Client & Relationship Management: Consultative mindset market insight thought leadership and service orientation.

• Communication & Influence: Exceptional presentation facilitation and publicspeaking skills with senior investment professionals.

• Strategic Thinking: Ability to connect client needs to scalable ETF and solutionsbased outcomes.

• Organization & Execution: Strong business planning prioritization and timemanagement skills.

• Personal Effectiveness: Selfmotivated proactive adaptable and highly collaborative

The above represents BMO Financial Groups pay range and type.

Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.

BMO Financial Groups 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. To view more details of our benefits please visit: Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world.

As a member of the BMO team you are valued respected and heard and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From in-depth training and coaching to manager support and network-building opportunities well help you gain valuable experience and broaden your skillset.

To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others differences we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.