Enterprise account leader driving expansion, retention, and product adoption for Spare’s transit technology platform. Leading account managers serving public agencies across Canada and the United States.
About the role
- BMO mortgage partnerships manager growing builder and Realtor referral networks across Greater Toronto West. Developing financing strategies, partnerships, referrals, and customer experiences.
Responsibilities
- Develop and maintain strategic relationships with Realtors, Builders, non-BMO Investment Advisor Offices, and other third parties for designated home financing sales programs and products
- Apply market and industry expertise to deliver a winning customer experience, grow market share, identify share-of-wallet opportunities, and refer business opportunities to key partners
- Develop home financing sales strategies that achieve profitability objectives
- Generate new referral relationships and develop opportunities to grow business results
- Model effective sales practices and behaviors to build sales capability and enhance sales performance
- Support regional sales program and product delivery to maximize client opportunities, referral volume, and deal flow
- Act as a trusted advisor to assigned referral sources and groups
- Influence and negotiate to achieve business objectives
- Recommend and implement solutions based on analysis of business issues and implications
- Assist in developing strategic plans and identify emerging issues and trends
- Train and coach internal and external partners on program/product operational guidelines and regulatory requirements
- Determine business priorities and sequence execution of business/group strategy
- Build and align relationships with internal and external stakeholders
- Analyze program performance metrics, data, and information to provide insights and recommendations
- Support analysis, forecasting, and data visualization in accordance with data governance standards
- Design and produce regular and ad-hoc reports and dashboards
- Lead or participate in change management activities, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment
- Provide input into planning and implementation of operational programs
- Identify performance improvement opportunities and improve or offboard partnerships
- Collect documentation for onboarding and approval of new partnerships
- Negotiate pricing, underwriting, and efficient application presentation with brokers, builders, and program partners
- Identify and escalate broker or partner behavior posing fraud, AML, reputation, or other risks
- Execute timely, accurate, and efficient service
- Monitor and track referral performance and address issues
- Support strategic initiatives with internal and external stakeholders
- Conduct independent analysis and assessment to resolve strategic issues
- Provide specialized consulting, analytical, and technical support
- Exercise judgment to identify, diagnose, and solve problems within established rules
- Work independently and handle non-routine situations
- Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations
Requirements
- Typically between 5 - 7 years of relevant experience
- Post-secondary degree in related field of study or an equivalent combination of education and experience
- In-depth knowledge of mortgage programs / products and B2B2C networks
- In-depth presentation skills and time management
- Proven business development success
- Customer-oriented; focused on designing and delivering a great customer experience
- Proactive and collaborative with team members to establish trust and partnerships
- Committed to building strong internal and customer relationships
- Deep knowledge and technical proficiency gained through extensive education and business experience
- In-depth verbal and written communication skills
- In-depth collaboration and team skills
- In-depth analytical and problem solving skills
- In-depth influence skills
- In-depth data driven decision making
- Must comply with applicable policies, laws and regulations
Benefits
- Commission structure
- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones
- Accommodations available on request during the selection process
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