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 account product marketing strategy
The role involves defining and implementing the Managed Account product marketing strategy while innovating new products to improve customer experience

Job Summary

  • The role involves defining and implementing the Managed Account product marketing strategy while innovating new products to improve customer experience.
  • Candidates will collaborate with internal partners to manage risks, ensure compliance, and lead vendor relationships for the product portfolio.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside performance-based incentives.

Matching Summary

The role involves defining and implementing the Managed Account product marketing strategy while innovating new products to improve customer experience.

Salary

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

Skills & Requirements

Must-have

  • Proven experience with Morningstar Direct
  • Experience with Bloomberg or Excel
  • Managed Account product marketing strategy
  • Risk management and compliance reporting
  • Vendor relationship management

Nice-to-have

  • CFA designation or equivalent enrollment
  • Ability to resolve complex customer escalations
  • Strategic planning and decision-making skills
  • Sales team support and client presentation skills

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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