Vice President, Group Investment Plans, BMO GAM

Job Description

Application Deadline: 05/09/2026 Address: 525 8th Ave SW East Tower Job Family Group: Asset Mgmt Sales & Service The role is responsible for providing regional delivery of group investment/workplace savings sales and sales support, through the P&BB, Commercial, and digital channels. The position manages group investment/workplace savings prospects, sales and on boarding. The role is accountable for ongoing sales effectiveness of GAM’s group investment/workplace savings initiatives. The VP, Group Investment Sales will develop and manage senior relationships within the personal branch network, business banking, and commercial segment to drive awareness and group sales. Key Areas of Accountability A. Business Development B. Relationship Management C. Planning Accountabilities A. Business Development Provide ongoing sales and support to Plan Sponsors and prospects for Group Investment Solutions. Provide product specific training and support to the P&BB sales forces (Financial Planners, Business Bankers, and Commercial Relationship Managers) to build an understanding and confidence in the group investment/workplace savings offer and a better understanding of the competitive environment Act as the point person representing GAM at national and local market events to raise the profile of GAM’s group investment/workplace savings product Identify gaps, issues, and best practices by monitoring sales and service activity levels against national and divisional plans Foster a sales culture of goal achievement and superior customer satisfaction via quality interactions with the GAM distribution teams, the P&BB salesforces and group investment/workplace savings prospects Work with GAM’s product, sales support and strategy teams to ensure all sales tools and training materials are leading edge B. Relationship Management Create and manage senior relationships in the P&BB and Commercial channel to ensure a high level of GAM group investment/workplace savings awareness. Co-ordinates group investment/workplace savings awareness and activity with leadership at BMO Wealth partners (NB, IVL, LA and PB) C. Planning Prepare, update and implement annual regional business plan In partnership with the sales strategy team, continually review and refresh the go to market strategy and customer positioning for the group investment/workplace savings product Provide recommendations on marketing campaigns, advertising, sponsorships, external partnerships, etc. Contribute to the continuous improvement of processes and procedures by identifying potential service gaps and providing input and recommendations on product enhancements Understand and assess ongoing opportunities for national and regional sales programs Develop and organize travel plans and manage an assigned regional budget Authorities To deliver on these accountabilities, the incumbent must have the following authorities: Advisory – Provides advice and counsel to colleagues on proposed client experience strategies based o

Required Skills