Bank of Montreal

Inside Sales Manager, Global Asset Management

Bank of Montreal$69K — $129K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of sales experience in asset management or financial services.
  • Strong background in both tactical execution and strategic planning.
  • Proven coaching and team motivation skills.
  • Excellent leadership and communication abilities.
  • Familiarity with CRM systems for performance tracking and analysis.
  • In-depth understanding of asset management products and financial markets.
  • CSC designation required, additional certifications preferred.

Responsibilities

  • Lead and inspire the inside sales team to exceed sales goals.
  • Analyze and report on sales performance metrics for accountability and improvement.
  • Deliver ongoing training and coaching to enhance team capabilities.
  • Engage in recruitment efforts to maintain a strong talent pipeline.
  • Collaborate with internal teams to align sales strategies with business objectives.
  • Optimize sales processes and leverage tools for efficiency.
  • Monitor industry trends to inform sales strategy.

Benefits

  • Health insurance coverage.
  • Tuition reimbursement for professional development.
  • Accident and life insurance plans.
  • Retirement savings plans for financial security.
Full Job Description
Application Deadline: 07/18/2026 Address: 100 King Street West Job Family Group: Customer Solutions We are seeking a results-driven Inside Sales Manager to drive results in our Advisor Sales Channel.  This person should have a proven track record in both sales and a desire for sales leadership.  In this role, the person will oversee the members of the inside sales team, ensuring they meet and exceed sales and service targets, while strategically contributing to business growth. This role requires a strong sales background, an understanding of investments and the related advisor industry. The person would have coaching skills, and the ability to balance tactical execution with strategic planning to drive measurable results. The candidate could be based in Toronto, Montreal or Calgary Key Responsibilities:   • Team Leadership: Manage, mentor, and inspire the inside sales team to achieve individual and team sales goals.   • Performance Management: Define, track, and analyze key sales performance metrics, ensuring accountability for continuous improvement and work with management to take action where needed. • Coaching, Training & Development: Provide ongoing training, coaching, and support to enhance team skills and capabilities.   • Hiring: ensuring a strong pipeline of quality candidates by consistently engaging in conversations with potential candidates and organizations that lead to opportunities to engage in hiring discussions • Collaboration: Work closely with advisor sales team members, operations, sales management and others to align sales efforts with broader business strategies.   • Process Optimization: Continuously refine sales processes, tools, and technology to maximize team efficiency and effectiveness.   • Market Insights: Stay informed about industry trends, competitor activities, and client needs to guide sales strategy and decision-making. • Some travel required Qualifications:   • Proven experience in a sales role, ideally within the asset management or financial services industry. • Demonstrated ability to drive both tactical execution and strategic planning in a fast-paced sales environment.   • A record of coaching and motivating teams to achieve and exceed sales targets.   • Leadership, communication, and interpersonal skills.   • Proficient in CRM systems and data analysis to track and manage sales performance.   • Knowledge of asset management products, financial markets and deep knowledge of the financial advisor ecosystem.  • Ability to motivate and lead a team, fostering a high-performance and collaborative culture. • A track record working in Inside Sales with a consultative approach is an asset • CSC required, other designations are an asset (CIM, CFP, CFA, CAIA, etc.) • Strong analytical and problem-solving skills with a results-oriented mindset.   Salary: $69,000.00 - $129,000.00 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 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:

About Bank of Montreal

The Bank of Montreal is a Canadian multinational investment bank and financial services company. It provides a wide range of personal and commercial banking, wealth management, and investment banking products and services. The bank had revenues of CAD 23.6 billion in 2020.
Learn more about Bank of Montreal
Size
45,454 employees
Market Cap
$60.9 billion
Industry
Founded
1817
5 Year Trend
+9.1%
NASDAQ

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