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BMO U.S.

Practice Management Coach

BMO U.S.

. Onboard and coach new sales professionals .

Posted 9/15/2026full-timeRemote • California • United StatesMid-LevelSenior💰 $120,000 - $250,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in wealth management and sales processes, with a strong focus on coaching, practice management, and strategic sales initiatives. Capable of leveraging data and tools to enhance client experiences and drive growth.

Highest-signal resume keywords
Wealth Management KnowledgeCoaching ExperiencePractice ManagementStrategic ThinkingProject Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
Excellent Communication Skills
Tools & Technologies
CRM UtilizationSales Tools
Industry Keywords
Sales ProcessesClient ManagementGo-To-Market StrategyTraining ProgramsSales Effectiveness

About the role

Key responsibilities & impact
  • Onboard and coach new sales professionals
  • Deliver tailored one-on-one coaching to improve sales effectiveness
  • Promote CRM and sales tool utilization for pipeline and client management
  • Support strategic sales initiatives and campaigns
  • Partner with the Learning Team to create impactful training programs
  • Optimize practice management
  • Ensure execution of BMO’s go-to-market strategy
  • Leverage data, tools, and training to help advisors deliver exceptional client experiences and achieve growth goals

Requirements

What you’ll need
  • Strong knowledge of wealth management and sales processes
  • Proven experience in coaching and practice management
  • Excellent communication skills
  • Strategic thinking skills
  • Project management skills
  • Ability to work anywhere in California with access to Wealth teams in San Diego, Los Angeles, San Francisco, or Sacramento

Benefits

Comp & perks
  • Comprehensive health, dental, and vision coverage
  • Retirement savings plan with employer match
  • Paid time off and holidays
  • Professional development and certification support
  • Commission structure may apply
  • Performance-based incentives
  • Discretionary bonuses
  • Tuition reimbursement
  • Accident and life insurance
  • Manager support and network-building opportunities
  • In-depth training and coaching
  • Reasonable accommodations for individuals with disabilities