Vice President, Securitized Products Sales

Application Deadline:

09/26/2024

Address:

151 W 42nd Street

Job Family Group:

Capital Mrkts Sales & Service

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

Provides a markets-based suite of Securitized Products sales and trading solutions to Institutional, clients. Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to issuing and/or investor clients. Covers establish Securitized Products Clients on a team and seeks out new opportunities with prospective clients. Maximizes profit while prudently minimizing the bank’s exposure and adhering to regulatory statutes.

• Covering Clients directly and working with a Senior team member.
• Contributes to growing / elevating the BMO and BMO Capital Market brand with a commitment to and presence in the community.
• Operates as 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 the assigned territory.
• Maintains strong relationships with investors, understands their portfolio, and matches the firm 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 determine 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 deep/comprehensive understanding of client needs and alignment of our products/services.
• Identifies and leverages key decision makers and influencers in client / internal organizations.
• Develops and/or facilitates 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 / 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 in order 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 in order 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 sale