Senior Associate Managed Accounts, Product Marketing

BMO Financial Group

Toronto, ON, Canada
Base: $75,900.00 - $141,900.00; bonus/equity: may ...
Proven experience with morningstar direct
Experience with bloomberg or excel
Managed accounts product marketing strategy
The role involves defining and implementing the Managed Account product marketing strategy for an investment product portfolio

Job Summary

  • The role involves defining and implementing the Managed Account product marketing strategy for an investment product portfolio.
  • Candidates will collaborate with internal partners to take products to market while managing all associated risks and compliance requirements.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

The role involves defining and implementing the Managed Account product marketing strategy for an investment product portfolio.

Salary

Base: $75,900.00 - $141,900.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Proven experience with Morningstar Direct
  • Experience with Bloomberg or Excel
  • Managed Accounts product marketing strategy

Nice-to-have

  • CFA designation or equivalent experience
  • Strong analytical and problem-solving skills
  • Ability to resolve complex customer escalations

Key Requirements

  • 5-7 years of relevant experience with Managed Accounts
  • Post-secondary degree in related field of study
  • Completion of relevant investments certification

Work Rights

Not specified

Tailored Resume

Cover Letter