Senior Investment Portfolio Manager - Wealth Management

BMO

Greenwood Village, CO, United States
$102,000.00 - $190,000.00 salaried; not specified;...
Investment management expertise
Fiduciary law knowledge
Equity and fixed income markets
Provides high quality sales and service to investment clients to deliver an exceptional client experience

Job Summary

  • Provides high quality sales and service to investment clients to deliver an exceptional client experience.
  • Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Provides high quality sales and service to investment clients to deliver an exceptional client experience.

Salary

$102,000.00 - $190,000.00 Salaried; Not specified; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Investment management expertise
  • Fiduciary law knowledge
  • Equity and fixed income markets
  • Tax-related investment issues
  • Regulatory environment knowledge
  • Data driven decision making

Nice-to-have

  • Exceptional client experience
  • Develop internal and external networks
  • Collaborate with other experts
  • Creative problem solving
  • Manage ambiguity

Key Requirements

  • 7+ years relevant experience
  • Post-secondary degree or equivalent
  • MBA or Finance certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter