Vice President, ETF Consultant

Address:

Explains the investment philosophy process and performance of specific products with clients prospects consultants and/or intermediaries. Provides updates on product performance and market trends. Works closely with investment and product development on product enhancements.

• Generally assigned small to mid-sized clients issues and relationships.
• Discusses process portfolio construction risk management and issuer selection with existing clients.
• Acts as a subject matter expert for all client interactions.
• Reviews & approves written client and consultant communications including Requests for Proposals Quarterly reports surveys and presentations.
• Provides written and oral reports to clients on performance of account the market and performance of individual securities.
• Influences and negotiates to achieve business objectives.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Conducts independent analysis and assessment to resolve strategic issues.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Designs and produces regular and ad-hoc reports and dashboards.
• Breaks down strategic problems and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance and addresses any issues.
• Leads change management programs of varying scope and type including readiness assessments planning stakeholder management execution evaluation and sustainment of initiatives.
• Provides input into the planning and implementation of operational programs.
• Prepares investment philosophy process and performance presentations/summaries for specific products.
• Communicates effectively in client meetings to build trust and credibility in product offerings.
• Contributes to business development in client and industry facing activities and events.
• Monitors domestic & international economic and political trends for potential impact on the fundamentals and performance of the marketplace.
• Provides input to product development and marketing to grow the overall business.
• Adheres to all compliance regulatory and legal guidelines.
• Focus is primarily on business/group within BMO; may have broader enterprise-wide focus.
• Provides specialized consulting analytical and technical support.
• Exercises judgment to identify diagnose and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role in line with our Risk Culture and within our approved Risk Appetite making sound and risk informed decisions that align to business strategy protect assets and adhere to applicable policy documents (Frameworks Policies Standards Procedures and Supporting documents) laws and regulations.

  Qualifications:

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Advanced understanding of institutional products and the market.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

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.