Base: $94,600.00 - $176,000.00; bonus/equity: may ...
Deep expertise in managed account solutions
Strong understanding of advisor economics
Experience with uma structures and model governance
This role leads the national adoption of discretionary managed and sub-advised model-based portfolios within BMO Nesbitt Burns
Job Summary
This role leads the national adoption of discretionary managed and sub-advised model-based portfolios within BMO Nesbitt Burns.
The position acts as a trusted portfolio consultant to help advisors understand return on assets, compensation mechanics, and economic trade-offs.
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
This role leads the national adoption of discretionary managed and sub-advised model-based portfolios within BMO Nesbitt Burns.
Salary
Base: $94,600.00 - $176,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Deep expertise in managed account solutions
Strong understanding of advisor economics
Experience with UMA structures and model governance
Ability to drive behavioral change in advisors
Advanced analytical skills for targeting conversion
Nice-to-have
Exceptional storytelling and presentation skills
Comfort operating in matrixed environments
Ability to influence senior stakeholders
Knowledge of competitive intelligence landscape
Experience bridging advisory practices and technology
Key Requirements
Deep expertise in managed account and model-based investment solutions
Strong understanding of advisor economics and compensation structures
Demonstrated ability to design scalable advisory business practices
Proven capability to guide advisors from bespoke to model-driven design
High level of commercial acumen and competitive positioning knowledge