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 manages and grows an assigned portfolio of mass affluent clients, partnering with multiple branch locations and financial advisors to deliver a differentiated customer experience.
BMO offers a competitive base salary, quarterly incentives, annual bonus opportunities, and comprehensive benefits while fostering a values-based culture that supports 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: $51,800.00 - $95,900.00; Bonus/Equity: Quarterly incentives and annual bonus opportunities; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Mass affluent client portfolio management
Consultative sales process
Banking product expertise
Financial planning and solutions delivery
Compliance with regulatory policies
Collaboration with internal partners
Community relationship building
Nice-to-have
Values-based culture
Digital banking technology guidance
Mentoring and coaching skills
Data driven decision making
Influence and communication skills
Problem-solving within rules
Key Requirements
SIE, Series 6, 63, Life & Health licenses required
Series 7, 66 or 65 licenses preferred
4-6 years relevant experience typically
7+ years financial services experience
Federal registration with Nationwide Mortgage Licensing System
Criminal background and credit history evaluation
Work Rights
Federal registration with Nationwide Mortgage Licensing System required; criminal background and credit history evaluation required