Vice President, Investor Relations, Alternatives Distribution, BMO Global Asset Management

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Job Title: Vice President, Investor Relations, Alternatives Distribution, BMO Global Asset Management, Toronto

Overview:

As Vice President, Investor Relations within the Alternatives Distribution Team, you will play a crucial role in providing subject matter expertise in the development and implementation of key processes related to investor relations communications for alternative investment products at BMO GAM.

You will be responsible for communicating the full lineup of BMO GAM’s alternative products, strategy, performance, and market positioning to existing and prospective investors. You will also provide support in managing fundraising activities, research trips, and investor reporting. Working closely with senior leadership, product, and operation teams, you will ensure the delivery of timely, accurate, and compelling materials including pitch decks, fund updates, quarterly reports, and responses to RFPs.

In this role, you will help shape and execute the Alternatives Distribution’s investor engagement strategy across a diverse range of private markets strategies such as private equity, private credit, real assets or hedge funds.

The successful candidate must show understanding and knowledge of Private Markets landscape, exceptional communication skills and proven track record of working with sophisticated investors. The role is both institutional and retail wealth focus.

The position demands a high degree of detail, flexibility to travel and the ability to thrive in a fast pace entrepreneurial environment.

Key Responsibilities:

• Sales Strategy Development: Contribute to the development of sales strategies aligned with business goals and market trends.
• Distribution Management: Support the management of distribution channels effectively to ensure broad market penetration and maximize sales opportunities in your region.
• Investor Relationship Management: Cultivate and maintain strong relationships with existing and potential investors, addressing their inquiries and needs promptly and professionally.
• Product Knowledge: Develop a deep understanding of the firm's products and services to effectively articulate value propositions to clients and investors.
• Pitch Development: Responsible to create compelling pitch materials and presentations tailored to specific client needs and preferences. Develop and maintain database of materials such as investor presentations, fact sheets, due diligence materials and internal communications;
• Performance Tracking: Monitor sales performance metrics, track client engagement, and generate regular monthly and quarterly reports for investors and internal management.
• Events and Conferences Participation: Represent the firm at industry events, conferences, and seminars to network with key stakeholders and promote brand visibility.
• Relationship nurturing: Maintain strong relationships with BMO GAM Wholesalers, Internal Sales Wholesalers, external partners, industry players, including institutional investors, family offices, and financial advisors.
• Key point of contact for the Alternative Distribution team in responding to wholesaler, investment advisor/counsellor, or end client queries. Respond to client queries related to published content and coordinate internally to provide high-quality, timely responses;
• Client Servicing: Provide exceptional client service throughout the sales cycle, from initial contact to post-sale support and relationship management.
• CRM Management Leadership: Utilize available CRM systems effectively to track interactions, manage client data, and generate actionable insights for business development.
• Feedback Implementation: Use client and investor feedback to drive product and service improvements, enhancing overall client satisfaction and retention.
• Compliance Adherence: Ensure compliance with regulatory requirements and internal policies in all sales and investor relations activities.
• Risk Management: Identify and mitigate risks associated with client relationships, investments, and market developments to protect the firm's interests.
• Ethical Conduct: Uphold the highest standards of integrity, professionalism, and ethical conduct in all interactions with clients, investors, and colleagues.
• Training and Development: Provide guidance and mentorship to junior team members, fostering their professional growth and development. Stay updated on industry trends, regulatory changes, and best practices through continuous learning and professional development.
• Problem Solving: Address client inquiries, concerns, and challenges promptly and effectively, demonstrating a solutions-oriented approach.

Qualifications:

• Minimum of six years total experience with a minimum of three years in Alternative Investments or Asset Management (Investment Banking or Capital Markets experience would be considered if the candidate can show a deep passion and understanding in Alternatives).
• Bachelor's degree in finance, business, economics, or related field; MBA, CAIA or CFA is a plus.
• Strong understanding of private markets industry, financial products, investment strategies, and market dynamics.
• Excellent written and verbal communication, presentation, and interpersonal skills.
• Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
• Proficiency in CRM systems, Microsoft Office Suite (requires very strong PowerPoint and Excel skills as the position requires to be hands on in building pitch decks, research, database and marketing materials), and other relevant software applications.
• Demonstrated ability to build and maintain relationships with clients, investors, and industry partners.
• Attention to detail, analytical mindset, and problem-solving skills.
• Commitment to professional growth and continuous learning.
• Ability and willingness to travel (~15%)
• Proficiency in a foreign language such as French, Mandarin, Cantonese, etc. is a plus.

Location: Toronto

Reporting to: Head of Alternatives Distribution, BMO Global Asset Management

Salaire :

Type de rémunération :

Ce qui précède représente la fourchette et le type de rémunération de BMO Groupe financier.

Les salaires varieront en fonction de facteurs comme l’emplacement, les compétences, l’expérience, les études et les qualifications pour le poste et pourront inclure une structure de commissions. Les salaires pour les postes à temps partiel seront calculés au prorata du nombre d’heures travaillées régulièrement. Pour les rôles à commission, le salaire susmentionné représente la cible de BMO Groupe financier pour la première année au poste.

La rémunération totale offerte par BMO variera selon le type de rémunération associé au poste et peut comprendre des primes de rendement, des primes discrétionnaires ainsi que d’autres avantages et récompenses. BMO offre également une assurance santé, le remboursement des frais de scolarité, une assurance accident et une assurance vie, ainsi que des régimes d’épargne-retraite. Pour en savoir plus sur nos avantages sociaux, consultez le site : https://jobs.bmo.com/ca/fr/R%C3%A9mun%C3%A9ration-globale

À propos de nous

À BMO, nous sommes animés par une raison d’être commune : Avoir le cran de faire une différence dans la vie, comme en affaires. Cette raison d’être nous invite à entraîner des changements positifs et durables pour nos clients, nos collectivités et nos gens. En travaillant ensemble, en innovant et en repoussant les limites, nous transformons des vies et des entreprises et favorisons la croissance économique partout dans le monde.

En tant que membre de l'équipe de BMO, vous êtes valorisé, respecté et entendu, et vous avez plus de moyens pour progresser et obtenir des résultats. Nous nous efforçons de vous aider à obtenir des résultats dès le premier jour, pour vous-même et nos clients. Nous vous offrirons les outils et les ressources dont vous avez besoin pour franchir de nouvelles étapes, car vous aidez nos clients à franchir les leurs. Au moyen de formation et de coaching approfondis ainsi que de soutien de la direction et d'occasions de réseautage, nous vous aiderons à acquérir une expérience enrichissante et à élargir votre groupe de compétences.

Pour en savoir plus, visitez-nous à l'adresse https://jobs.bmo.com/ca/fr.

BMO s'engage à offrir un milieu de travail inclusif, équitable et accessible. Nous apprenons de nos différences et tirons notre force des gens et de leurs différents points de vue. Des mesures d’adaptation sont disponibles sur demande pour les candidats qui participent à tous les aspects du processus de sélection. Pour demander des mesures d’adaptation, veuillez communiquer avec votre recruteur.

Remarque aux recruteurs : BMO n’accepte pas les curriculum vitæ non sollicités provenant de toute source autre que le candidat directement. Tout curriculum vitæ non sollicité envoyé à BMO, directement ou indirectement, sera considéré comme la propriété de BMO. BMO ne paiera aucuns frais pour les placements découlant de la réception d’un curriculum vitæ non sollicité. Une agence de recrutement doit d’abord détenir une entente de service écrite valide et dûment signée avant d’envoyer des curriculum vitæ.