Base: $94,600.00 - $176,000.00; bonus/equity: not ...
Managed account solutions expertise
Model-based investment solutions
Advisor economics understanding
The Director, Managed Solution Business Development role leads national adoption of managed, model-based investment solutions for BMO Nesbitt Burns, by partnering with advisors to improve portfolio outcomes, practice scalability, and long-term franchise value
Job Summary
The Director, Managed Solution Business Development role leads national adoption of managed, model-based investment solutions for BMO Nesbitt Burns, by partnering with advisors to improve portfolio outcomes, practice scalability, and long-term franchise value.
Act as a trusted portfolio and business consultant, driving behavioural change through education, analytics, and stakeholder collaboration—ensuring solutions are well governed, economically sound, and operationally scalable.
BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
The Director, Managed Solution Business Development role leads national adoption of managed, model-based investment solutions for BMO Nesbitt Burns, by partnering with advisors to improve portfolio outcomes, practice scalability, and long-term franchise value.
Salary
Base: $94,600.00 - $176,000.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Managed account solutions expertise
Model-based investment solutions
Advisor economics understanding
Scalable advisory business models
Drive advisor behavior change
Stakeholder influence and partnership
Nice-to-have
Competitive intelligence
Data-driven strategy
Consultative approach
Resilience and credibility
Key Requirements
Deep expertise in managed account and model-based investment solutions
Strong understanding of advisor economics
Demonstrated ability to design scalable advisory practices
Proven capability to guide advisors to model-enabled portfolio design
High level of commercial acumen
Advanced analytical skills
Exceptional storytelling, presentation, and teaching skills
Demonstrated ability to influence senior stakeholders