Develop a thoughtful and competitive shelf of alternatives solutions that meet the needs of BMO PW clients
Job Summary
Develop a thoughtful and competitive shelf of alternatives solutions that meet the needs of BMO PW clients.
Serve as the front-line IC/IA facing representative of the NAIMR alternatives team and considered a subject matter expert.
Contribute to the NAIMR imperative of evaluating and selecting third party technology and platform solutions enabling efficient client access to alternative investments.
Matching Summary
Develop a thoughtful and competitive shelf of alternatives solutions that meet the needs of BMO PW clients.
Salary
Base: $147,200.00 - $197,200.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Alternative investment expertise
Distribution strategy development
Client relationship management
Investment solution creation
Cross-functional collaboration
Nice-to-have
Strategic thinking capacity
Senior leader presence
Problem-solving capabilities
Proactive mindset
Key Requirements
15+ years of investment industry experience
Exposure to alternative assets strongly preferred
Undergraduate or graduate degree in Business, Finance, Economics, or related field
MBA, CFA, CAIA, or other investment/finance related designation preferred