Vice President, Institutional Sales & Service

Address:

Vice President, Institutional Sales & Service

Location: Toronto, ON
Company: BMO Global Asset Management

Job Summary:

BMO Global Asset Management is seeking a high-performing Vice President to support the execution of the BPIC strategy while working closely with a senior leader responsible for key institutional-style client relationships. This role is well suited for a client-facing professional with a strong analytical foundation, investment fluency, and experience supporting sophisticated client interactions within asset management.

The Vice President will act as a critical extension of the senior lead, combining investment insight, strong client communication, and disciplined execution. The role offers meaningful exposure to clients, investment teams, and senior stakeholders, with real responsibility for shaping deliverables that influence client outcomes. This position is intended for someone ready to exercise sound judgment, represent the platform credibly in client settings, with the opportunity to grow into broader coverage responsibility over time.

Key Responsibilities

Client Relationship Management

• Support senior coverage of BPIC-related institutional and institutional-style client relationships, acting as a credible, investment-literate representative of the firm in client interactions.
• Participate actively in client meetings and calls, including preparation of materials, discussion support, meeting follow-ups, and ongoing servicing deliverables.
• Serve as a key point of contact for select client engagements under senior oversight, demonstrating sound judgment, responsiveness, and professionalism.
• Ensure client inquiries are addressed promptly and accurately, coordinating access to portfolio managers, product specialists, and other internal partners as required.
• Contribute to a culture of superior client satisfaction, retention, and long term relationship development.

Coverage Strategy & Planning

• Represent BMO GAM’s product platform, offering insights on market trends, product innovations, and industry developments.
• Support the execution of BPIC-related coverage strategies, aligning activity with client needs and platform priorities.
• Lead and support the preparation of customized investment proposals, RFPs, RFIs, and client pitch materials.
• Partner with portfolio managers and Investment Counsellors to refine investment narratives, portfolio positioning, and messaging for client and prospect discussions.

Investment & Product Knowledge

• Build and maintain a strong working knowledge of BPIC strategies, including investment philosophy, portfolio construction, and sources of return.
• Develop familiarity with broader BMO Global Asset Management investment capabilities to support holistic, solutions-oriented client discussions.
• Support preparation of client-facing materials such as portfolio updates, performance summaries, and market or investment commentary.
• Assist in addressing client inquiries related to portfolio positioning, performance attribution, and investment outcomes.

Internal Coordination & Execution

• Act as a key liaison across investment, product, legal, compliance, operations, and marketing teams to support client and business needs.
• Contribute to continuous improvement of proposal development, reporting processes, and client-servicing workflows.
• Maintain accurate CRM records and support internal reporting, pipeline tracking, and management updates.
• Support consistency in messaging and execution across client materials and interactions.

Qualifications & Experience

• Bachelor’s degree in finance, economics, business, or a related discipline.
• CFA designation completed or significant progress toward completion; must be eligible for registration and client-facing activity.
• Typically 4-7 years of experience in asset management, investment consulting, institutional client service, or a related role.
• Strong foundation in investment management concepts, portfolio theory, and capital markets.
• Demonstrated comfort engaging with sophisticated clients and discussing investment strategies, portfolio construction, and performance.
• Strong written and presentation skills, with experience producing polished, client-ready materials.
• High attention to detail, sound judgment, and the ability to manage multiple priorities with minimal supervision.
• Advanced proficiency in PowerPoint and Excel.
• Strong professionalism, integrity, and commitment to ethical conduct.

Working Conditions: Travel is required to meet client needs and support business development activities.

Grade: 7

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 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: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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 https://jobs.bmo.com/ca/en.

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. 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.