$94,600.00 - $176,000.00; not specified; health in...
Managed account solutions expertise
Model-based investment solutions
Advisor economics understanding
Lead national adoption of managed, model-based investment solutions for BMO Nesbitt Burns by partnering with advisors to improve portfolio outcomes, practice scalability, and long-term franchise value
Job Summary
Lead national adoption of managed, model-based investment solutions for BMO Nesbitt Burns by partnering with advisors to improve portfolio outcomes, practice scalability, and long-term franchise value.
Act as a trusted portfolio and business consultant, driving behavioral change through education, analytics, and stakeholder collaboration.
BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
Lead national adoption of managed, model-based investment solutions for BMO Nesbitt Burns by partnering with advisors to improve portfolio outcomes, practice scalability, and long-term franchise value.
Salary
$94,600.00 - $176,000.00; Not specified; health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
Skills & Requirements
Must-have
Managed account solutions expertise
Model-based investment solutions
Advisor economics understanding
Scalable advisory business models
Data-driven advisor strategies
Nice-to-have
Trusted portfolio consultant
Behavioral change driver
Stakeholder influence
Enterprise partnership building
Resilience in objection handling
Key Requirements
Deep expertise in managed account and model-based investment solutions
Strong understanding of advisor economics
Demonstrated ability to design scalable advisory practices
Proven capability to guide advisors to model-enabled portfolio design
High level of commercial acumen
Advanced analytical skills
Exceptional storytelling, presentation, and teaching skills
Demonstrated ability to influence senior stakeholders