Cheryl Alvarez Email and Phone Number
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I have over fifteen years of experience in the financial services industry, working in the areas of product and project management, marketing, and client services. Throughout my career, I have been dedicated to improving a product’s marketability. I have implemented product enhancements and more efficient processes, as well as promoted product features and benefits to both internal and external clients. I am a resourceful individual with the aptitude for identifying and resolving issues by using sound reasoning and drawing from my extensive work experience. I excel at building strong relationships with my colleagues and have successfully fostered teamwork and collaboration to deliver on a goal. I am always open to new challenges regardless of how big or small the project or task.
Bmo Global Asset Management
View- Website:
- bmo.com/gam/ca/advisor
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Director, Digital ContentBmo Global Asset ManagementBoston, Ma, Us
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Director, Digital ContentBmo Global Asset Management Jun 2024Toronto, Ontario, Ca -
Senior Associate, Digital ContentBmo Global Asset Management Jul 2023 - Jun 2024Toronto, Ontario, Ca
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Senior Product ManagerBmo Global Asset Management - Canada Jul 2019 - Oct 2022Toronto, Ontario, CaI managed the production of management report of fund performance and quarterly portfolio disclosure documents for BMO Mutual Funds and BMO ETFs to ensure that they were compliant with regulatory reporting requirements. I drafted and edited content on any fund and regulatory updates, reviewed and edited commentaries, validated holdings and performance data, proofed PDF drafts, as well as investigated issues and addressed any questions to ensure the accurate disclosure of content on the regulatory documents. I also identified and implemented enhancements to create efficiencies in production processes and streamlined content conveyed on the regulatory documents to help meet strict timelines.
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Product Manager/Senior Project ManagerBmo Financial Group Oct 2012 - Jun 2019Toronto, On, CaSince moving to the Boston area, I have worked for Bank of Montreal as a contractor through The Salem Group from October 2012-June 2013 and from November 2017 to June 2019. I was a freelance consultant from July 2013-November 2017. I have worked on projects ranging from managing web-related initiatives to drafting presentations for client seminars. Projects implemented include:• Rebranding of over 400 marketing pieces (print and PDF)• Launch of a new intranet site for marketing materials and sales communications• Launch of new customized PDF fund facts/profiles • Data migration for all mutual fund and managed solutions data• Development of new fund facts HTML pages and screenersFinancial copywriting and editing projects:• Drafted and edited slide content and speaker's notes for multiple presentations about financial and retirement planning topics• Reviewed and edited quarterly market/product commentary for mutual fund and institutional clients -
Product Manager, MarketingBmo Financial Group Aug 2010 - Jan 2012Toronto, On, CaI have provided product marketing support to help promote the growth in assets and retention of BMO mutual funds and managed solutions. I managed the overall process to ensure all the content, data, and positioning on the marketing materials and website are up-to-date and relevant. I also implemented a formal process to deliver quarterly fund commentaries ahead of competitors. I responded to fund specific inquiries from the bank and advisor sales teams in a timely manner and developed sales tools, such as competitive reviews and sales aids to assist with the sales process. In addition, I assisted in the hiring and training of new team members.
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Associate Product ManagerCibc Asset Management Oct 2006 - Jul 2010Toronto, Ontario, CaI recommended and implemented product initiatives for the number one separately managed accounts offering in Canada. This included system and reporting enhancements, operational efficiencies, and revamping of administrative forms to promote growth in assets, maintain competitiveness, and improve client satisfaction. I drafted and conducted presentations to educate the sales team on product features and benefits. I also provided extensive support to Investment Advisors on product specific inquiries and exception requests. -
AnalystCibc Asset Management Dec 2005 - Sep 2006Toronto, Ontario, CaI managed the overall process of maintaining the investment policy guidelines (IPG) for CIBC managed products. In addition, I ensured that the IPG was compliant and consistent with regulatory/industry classification standards and was accurately reflected in marketing and regulatory materials.
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Client Service Representative/Proactive Service SpecialistFidelity Investments May 2003 - Nov 2005Boston, Ma, UsI was a top performer who was promoted to an elite group of representatives handling both client inquiries regarding retail mutual funds and group retirement accounts. I have worked on special projects, such as enhancements to the intranet, call center quality service standards, and call coaching methods. I also was on secondment, where I conducted outbound calls to plan participants to educate them on the benefits of participating in their company-matching programs.
Cheryl Alvarez Skills
Cheryl Alvarez Education Details
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Mcmaster UniversityHonours Bachelor Of Commerce -
Canadian Securities Institute
Frequently Asked Questions about Cheryl Alvarez
What company does Cheryl Alvarez work for?
Cheryl Alvarez works for Bmo Global Asset Management
What is Cheryl Alvarez's role at the current company?
Cheryl Alvarez's current role is Director, Digital Content.
What is Cheryl Alvarez's email address?
Cheryl Alvarez's email address is ch****@****bmo.com
What is Cheryl Alvarez's direct phone number?
Cheryl Alvarez's direct phone number is +141686*****
What schools did Cheryl Alvarez attend?
Cheryl Alvarez attended Mcmaster University, Canadian Securities Institute.
What skills is Cheryl Alvarez known for?
Cheryl Alvarez has skills like Product Management, Mutual Funds, Separately Managed Accounts, Client Service, Product Marketing, Financial Services, Project Management, Business Development, Client Services, Program Management, Business Analysis, Strategy.
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