Managing Director, Wealth Management

BMO

Unknown, Unknown, 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 business plans to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance

Job Summary

  • The role involves developing and executing business plans to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance.
  • Candidates will lead a deal team environment to meet client needs, acting as the lead relationship manager for high and ultra-high net worth portfolios.
  • 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 business plans 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
  • Profitable portfolio growth
  • Expert negotiation skills
  • Financial planning expertise

Nice-to-have

  • Diversity and inclusion leadership
  • Cross-functional collaboration
  • Strategic innovation mindset
  • Market visibility building
  • Consultative advisory approach

Key Requirements

  • Post-secondary degree in related field
  • Licensing and certification requirements
  • Credit qualifications and knowledge
  • Expert leadership and people management
  • Proven track record in growing profitable business

Work Rights

Not specified

Tailored Resume

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