Vice President, Securitized Products Sales Specialist

BMO is seeking a skilled Securitized Products Sales professional to join our team. As a key member of our sales team, you will be responsible for providing markets-based solutions to institutional clients, offering a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services.

• Covering clients directly and working with senior team members to provide comprehensive account coverage and client development.
• Contributes to growing and elevating the BMO and BMO Capital Markets brand with a commitment to and presence in the community.
• Operates as a key member of the team with efforts to maximize sector penetration and returns.
• Institutes cross-selling initiatives to increase OneClient at BMO.
• Provides comprehensive account coverage and client development as well as actively prospects new clients to increase revenue in the assigned territory.
• Maintains strong relationships with investors, understands their portfolio, and matches the firm's services and products to client needs.
• Works closely with sales, trading, and research teams to provide seamless client coverage, including fulfilling client requests for market updates and providing clients with specific product information.
• Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determines acceptable solutions.
• Contacts customers to present available investment services and develop client prospects from among current customers, referral leads, and other sources.
• Builds positive client relations through a deep and comprehensive understanding of client needs and alignment of our products and services.
• Identifies and leverages key decision makers and influencers in client and internal organizations.
• Develops and/or facilitates the development of client-focused solutions based on financial expertise, organizational, technical, regulatory, and environmental client awareness.
• Distills market and internal data to negotiate solutions, terms, and conditions with clients and internal counterparts.
• Identifies opportunities for increased efficiency and improved service to internal and external clients and acts as a positive change agent to drive improved efficiency and effectiveness.
• Verifies that all confirms on trades or sales are accurate and promptly delivered.
• Communicates transaction details to the brokerage community and custodians. Resolves settlement issues related to incorrect billing.
• Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations.
• Reads, analyzes, and interprets common technical journals, financial reports, and legal documents to better serve client needs.
• Develops marketing ideas and helps initiate transactions through appropriate presentation of financial data.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Develops and leverages relationships across businesses, senior leaders, and clients to foster and support coordination.
• Ensures alignment between stakeholders.
• Cultivates strong relationships with the research team to understand their industries and stock coverage.
• Uses analytical skills (probability, statistical inference, etc.) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
• Defines problems, collects data, establishes facts, and draws valid conclusions.
• Develops an understanding of and proficiency in using all required systems and models.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Helps colleagues with the presentation of information and prepares proposals for their review.
• Assists colleagues in the research and resolution of administrative/operational issues.
• Understands the complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
• Maintains and develops knowledge of client systems/applications and the internal web-based research document database.
• Executes orders for purchase or sales of securities or completes transactions independently if the brokerage firm is a market maker in the requested transaction. All transactions must be recorded accurately and frequently reviewed for accuracy.
• Receives and reviews all transactions to ensure accuracy and that transactions conform to the regulations of the SEC, NASD, and other regulatory agencies.
• Tracks supply and demand and evaluates market development.
• Operates within position and loss limits as prudent management of the Bank's exposure.
• Manages risk related to pricing and sales/trading of the book.
• Balances the Bank's risk appetite with the client needs in making recommendations/proposals.
• Manages the firm's risk and takes action to reduce exposure in developing and delivering client strategies, including the development of hedging and trading strategies.
• Identifies opportunities to find more cost-effective ways to impact the bottom line and drive profitability.
• Considers risk, internal controls, and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• 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.
• Broad work or accountabilities may be assigned as needed.

• Between 2-5 years of Securitized Products Sales experience.
• College Degree.
• Strong understanding of broader regulatory and financial concepts.
• Series 7, 63, and SIE licenses required.
• Advanced deal execution and/or project management skills - ability to manage more than one client/major initiative.
• Strong Sales skills.
• Strong financial analysis skills.
• Strong risk management skills.
• 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.

$250,000 USD

Pay Type: Salaried

The above represents BMO Financial Group's 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 the number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's 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:

We're here to help

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. We'll 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, we'll help you gain valuable experience, and broaden your skillset.

To find out more, visit us at:

BMO is committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. 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.