At a Glance
- Tasks: Grow BMO's North American equities franchise by engaging with institutional clients and delivering innovative solutions.
- Company: Join a leading capital markets firm with a strong focus on client relationships and market insights.
- Benefits: Competitive salary, professional development opportunities, and a dynamic work environment.
- Other info: Collaborative office-based role with opportunities for travel and global interaction.
- Why this job: Make a real impact in the finance world while building valuable relationships and driving revenue.
- Qualifications: 3+ years in Institutional Equity Sales and strong relationship management skills required.
The predicted salary is between 99000 - 121000 £ per year.
ROLE PURPOSE | Grow BMO Capital Markets' North American equities franchise by deepening institutional client engagement across US and Canadian research, execution and capital markets capabilities.
Mandate
Develop and grow institutional client relationships as a North American equity generalist, distributing BMO Capital Markets' US and Canadian research, execution and capital markets capabilities and contributing to the growth of the Cash Equities franchise.
The role will connect clients with differentiated ideas and opportunities across both markets, deepen trading relationships and increase revenue and franchise relevance.
BMO's recent expansion in US Research provides an additional platform for growth within this broader North American mandate.
The role operates within all applicable risk, conduct and regulatory requirements.
Experience and Qualifications
- 3+ years' experience in Institutional Equity Sales.
- Demonstrated institutional client coverage and relationship development experience.
- Evidence of revenue generation, client franchise development and commercial delivery.
- Strong understanding of global equity markets, institutional investor behaviour, market structure and relevant regulation.
- Bachelor's degree or equivalent experience; relevant regulatory qualifications required. CFA or MBA beneficial.
- Core Skills
- Strong relationship management, networking, communication and presentation skills.
- Ability to build credibility and influence institutional investors and internal stakeholders.
- Commercial and analytical mindset, translating client needs and market insights into revenue opportunities.
- Highly organised, collaborative and effective across functions and geographies.
- High standards of professionalism, integrity, conduct and risk awareness.
- Scope and Impact
Directly contributes to client retention, wallet growth and revenue generation.
Success is measured through commercial outcomes, relationship development, client engagement and contribution to the broader Equities franchise.
- Key Accountabilities
- Develop and maintain relationships with institutional investors across the assigned client base.
- Drive commercial outcomes across the North American platform by increasing penetration of US and Canadian research, investor engagement, commission generation and client wallet share, including opportunities created by the recent expansion in US Research.
- Deliver differentiated investment ideas, market intelligence and value-added content to clients.
- Identify new business opportunities and maintain focused account plans for key clients.
- Expand product penetration across Research, Execution Services, Corporate Access and Capital Markets solutions.
- Leverage Corporate Access and roadshows to strengthen client relationships, generate trading opportunities and deepen wallet share.
- Achieve assigned revenue targets and work with trading teams to maximise execution opportunities and service quality.
- Provide market intelligence and client feedback to internal stakeholders.
- Partner closely with Research, Sales Trading, Trading, ECM, Corporate Access and Banking teams.
- Operate within all applicable policies, approvals, limits and regulatory requirements; escale issues appropriately.
- Working Relationships and Conditions
- Regular interaction with Research, Sales Trading, Trading, ECM, Banking, Corporate Access, Prime Services, Compliance, Legal, Risk, Operations and institutional clients globally.
- Office-based Capital Markets role with regular client engagement, travel as required and collaboration across markets and time zones.
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Vice President Equity Sales employer: BMO
BMO Financial Group is an exceptional employer that prioritises the growth and well-being of its employees, offering a supportive work culture where every team member is valued and heard. Located at 100 New Park Place, the company provides comprehensive benefits including health insurance, tuition reimbursement, and retirement savings plans, alongside ample opportunities for professional development through training and networking. Join us to make a meaningful impact from day one, as we work together to create positive change for our customers and communities.
StudySmarter Expert Advice🤫
We think this is how you could land Vice President Equity Sales
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like BMO. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Vice President Equity Sales
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to BMO.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on BMO's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at BMO
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with BMO.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at BMO will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former BMO employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
