BMO
The Associate, Internal Sales, Intermediary Distribution role at BMO Financial Group focuses on driving sales growth within the wealth management sector by building relationships with investment advisors and uncovering new business opportunities. This position involves prospecting for new clients, translating market insights into relevant investment strategies, and collaborating with wholesalers to execute territory business plans. The role requires a commercially minded individual passionate about financial markets and investment sales to help grow the firm's book of business.
BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for BMO.
BMO to sell 138 U.S. branches to First-Citizens Bank, then open 150 more, mainly in California
Oct 16, 2025