Senior Premier Relationship Manager

BMO

Park Ridge, IL, United States
Base: $57,500.00 - $106,500.00; bonus/equity: quar...
Licensed financial services position
Portfolio management of mass affluent clients
Consultative sales process
The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next

Job Summary

  • The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next.
  • A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients while partnering with multiple branch locations and financial advisors to deliver a differentiated experience.
  • BMO offers a competitive base salary, quarterly incentives, annual bonuses, comprehensive benefits, and a values-based culture focused on personal and professional growth.

Matching Summary

The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next.

Salary

Base: $57,500.00 - $106,500.00; Bonus/Equity: Quarterly incentives and annual bonuses; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Licensed financial services position
  • Portfolio management of mass affluent clients
  • Consultative sales process
  • Banking product expertise
  • Collaboration with financial advisors
  • Compliance with regulatory policies

Nice-to-have

  • Values-based corporate culture
  • Community relationship building
  • Digital banking technology guidance
  • Mentoring and coaching skills
  • Data driven decision making

Key Requirements

  • SIE, Series 6, 63, Life & Health licenses required
  • Series 7, 66 or 65 licenses preferred
  • 7+ years financial services experience
  • Knowledge of banking, brokerage, insurance products
  • Federal registration with Nationwide Mortgage Licensing System
  • Criminal background and credit history evaluation

Work Rights

Federal registration and licensing required; criminal background and credit checks required

Tailored Resume

Cover Letter