Job Description
Drive revenue growth as a Portfolio Manager specializing in treasury management and payment solutions. This client-facing role offers the chance to acquire new clients and strengthen existing relationships.
As a Portfolio Manager at BMO, you will lead consultative sales for treasury management and payment solutions. With a focus on client advocacy and innovative solutions, you will manage the entire sales lifecycle and align solutions with operational needs. Your expertise will help clients optimize their cash flow and liquidity.
Key Responsibilities:
• Drive new business acquisition through consultative sales
• Manage end-to-end sales lifecycle, pitch and negotiate
• Respond quickly to client inquiries with clarity
• Conduct strategic conversations addressing client pain points
• Promote digital treasury and payment solutions for business success
Requirements:
• 3–6 years in treasury or financial services sales
• Bachelor’s degree in a relevant discipline...
As a Portfolio Manager at BMO, you will lead consultative sales for treasury management and payment solutions. With a focus on client advocacy and innovative solutions, you will manage the entire sales lifecycle and align solutions with operational needs. Your expertise will help clients optimize their cash flow and liquidity.
Key Responsibilities:
• Drive new business acquisition through consultative sales
• Manage end-to-end sales lifecycle, pitch and negotiate
• Respond quickly to client inquiries with clarity
• Conduct strategic conversations addressing client pain points
• Promote digital treasury and payment solutions for business success
Requirements:
• 3–6 years in treasury or financial services sales
• Bachelor’s degree in a relevant discipline...
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