Managing Director, Pb

BMO Financial Group

Scottsdale, Arizona, United States
Base: $123,300.00 - $214,200.00; bonus/equity: may...
9+ years relevant experience
High-net-worth client 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 must demonstrate an in-depth understanding of financial planning approaches and credit risks associated with lending to high-net-worth clients.
  • BMO offers a comprehensive benefits 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 management
  • Complex credit strategy development
  • Financial planning expertise
  • Risk management framework adherence

Nice-to-have

  • Strong internal and external networking
  • Cross-functional team collaboration
  • Inspirational leadership style
  • Diversity and inclusion advocacy
  • Strategic problem-solving skills

Key Requirements

  • Post-secondary degree or equivalent
  • Credit qualifications per bank standards
  • Licensing for specific jurisdiction
  • Expert negotiation and communication skills
  • Proven track record in growing profitable business

Work Rights

Not specified

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