Managing Director, Pb

BMO

Milwaukee, WI, US
Base: $123,300.00 - $214,200.00; bonus/equity: per...
High-net-worth client relationship management
Financial planning and advisory expertise
Credit risk management and lending
Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects while providing expert service and personalized interaction

Job Summary

  • Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects while providing expert service and personalized interaction.
  • Leads deal teams, executes growth strategies, and acts as a trusted advisor to clients, ensuring alignment with BMO’s purpose, values, and risk tolerance.
  • Offers a comprehensive compensation package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects while providing expert service and personalized interaction.

Salary

Base: $123,300.00 - $214,200.00; Bonus/Equity: Performance-based incentives and discretionary bonuses; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • High-net-worth client relationship management
  • Financial planning and advisory expertise
  • Credit risk management and lending
  • Business plan development and execution
  • Team leadership and people management
  • Strategic decision making and analysis
  • Cross-functional collaboration

Nice-to-have

  • Diversity and inclusion fostering
  • Consultative customer conversations
  • Internal and external networking
  • Innovative problem solving
  • Data driven decision making
  • Risk management framework application

Key Requirements

  • 9+ years relevant experience
  • Post-secondary degree or equivalent
  • Credit qualifications per policy standards
  • Licensing and certification per jurisdiction
  • Expert leadership and negotiation skills

Work Rights

Not specified

Tailored Resume

Cover Letter