Director, Managed Solutions Business Development

Bmousbenefits

Base: $94,600.00 - $176,000.00; bonus/equity: not ...
Managed account and model-based investment solutions
Advisor economics and compensation structures
Scalable advisory business models
The role leads national initiatives to increase adoption of discretionary managed, and sub-advised model-based portfolios, primarily by transitioning assets from client directed programs

Job Summary

  • The role leads national initiatives to increase adoption of discretionary managed, and sub-advised model-based portfolios, primarily by transitioning assets from client directed programs.
  • Act as a trusted portfolio and business consultant, helping advisors understand return on assets, compensation mechanics, and economic trade-offs across portfolio and platform choices.
  • Build strong partnerships with BMO Private Wealth local market leaders and partner teams to create coordinated momentum and alignment of goals to grow adoption of discretionary, model-based solutions.

Matching Summary

The role leads national initiatives to increase adoption of discretionary managed, and sub-advised model-based portfolios, primarily by transitioning assets from client directed programs.

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 and model-based investment solutions
  • Advisor economics and compensation structures
  • Scalable advisory business models
  • Model-driven repeatable portfolio frameworks
  • Competitive intelligence and market positioning
  • Stakeholder influence in complex environments

Nice-to-have

  • Driving behavioral change through education
  • Bridging current practices and future capabilities
  • Balancing advisor advocacy with enterprise objectives

Key Requirements

  • Deep expertise in managed account and model-based investment solutions
  • Strong understanding of advisor economics
  • Demonstrated ability to design scalable advisory business practices
  • Proven capability to guide advisors from bespoke to model-enabled design
  • High level of commercial acumen
  • Advanced analytical skills
  • Exceptional storytelling, presentation, and teaching skills

Work Rights

Not specified

Tailored Resume

Cover Letter