Managing Director, Pb

BMO Financial Group

Salem, OR, US
Base: $123,300.00 - $214,200.00; bonus/equity: may...
9+ years relevant experience
High-net-worth client relationship management
Complex credit strategy development
The role involves developing and executing a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance

Job Summary

  • The role involves developing and executing a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance.
  • Candidates will lead a deal team environment using a planning-based approach to develop and execute growth and retention strategies for an assigned portfolio of high and ultra-high net worth clients.
  • BMO offers a comprehensive total compensation package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role involves developing and executing a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance.

Salary

Base: $123,300.00 - $214,200.00; 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

  • 9+ years relevant experience
  • High-net-worth client relationship management
  • Complex credit strategy development
  • Financial planning and advisory expertise
  • Team leadership and performance coaching
  • Risk management and compliance adherence

Nice-to-have

  • Inspirational goal setting
  • Cross-functional collaboration skills
  • Diversity and inclusion advocacy
  • Strategic market networking
  • Consultative sales approach

Key Requirements

  • Typically 9+ years of relevant experience
  • Post-secondary degree in related field
  • Credit qualifications per established standards
  • Licensing requirements for jurisdiction
  • Expert negotiation and communication skills

Work Rights

Not specified

Tailored Resume

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