Senior Investment Portfolio Manager -wealth Management

BMO Financial Group

Indianapolis, IN, US
Base: $91,800.00 - $171,000.00; bonus/equity: may ...
7+ years relevant experience
Fiduciary law expertise
Equity and fixed income markets knowledge
The role provides high-quality sales and service to investment clients while delivering an exceptional client experience

Job Summary

  • The role provides high-quality sales and service to investment clients while delivering an exceptional client experience.
  • Candidates must possess in-depth expert understanding of fiduciary law, tax-related issues, and the regulatory environment.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

The role provides high-quality sales and service to investment clients while delivering an exceptional client experience.

Salary

Base: $91,800.00 - $171,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 7+ years relevant experience
  • Fiduciary law expertise
  • Equity and fixed income markets knowledge
  • Investment portfolio management principles
  • Regulatory compliance adherence

Nice-to-have

  • MBA or Finance certification preferred
  • Strategic leadership capabilities
  • Cross-group collaboration skills
  • Data-driven decision making
  • Vendor relationship management

Key Requirements

  • 7+ years of relevant experience
  • Post-secondary degree in related field
  • Expert understanding of asset mix determination
  • Knowledge of equity and fixed income markets
  • In-depth knowledge of tax-related investment issues

Work Rights

Not specified

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