Managing Director, Pb

BMO

Scottsdale, AZ, United States
Base: $123,300.00 - $214,200.00; bonus/equity: not...
On-site
Client relationship management
Business development
Financial planning expertise
BMO is seeking a Managing Director in Scottsdale, AZ, responsible for managing relationships with high-net-worth clients while driving profitable banking solutions. The ideal candidate will have extensive experience in financial services, leadership skills, and a strong commitment to BMO's values of diversity and collaboration

Job Summary

  • Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects.
  • Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
  • Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.

Matching Summary

Match Score: 85

BMO is seeking a Managing Director in Scottsdale, AZ, responsible for managing relationships with high-net-worth clients while driving profitable banking solutions. The ideal candidate will have extensive experience in financial services, leadership skills, and a strong commitment to BMO's values of diversity and collaboration.

Salary

Base: $123,300.00 - $214,200.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Client relationship management
  • Business development
  • Financial planning expertise
  • Credit risk management
  • Strategic planning execution

Nice-to-have

  • Fosters diversity and inclusion
  • Builds interdependent teams
  • Acts as a market ambassador

Key Requirements

  • 9+ years of relevant experience
  • Post-secondary degree or equivalent
  • Required licensing and certification
  • Credit qualifications and knowledge
  • Expert leadership and people management skills

Work Rights

Not specified

Tailored Resume

Cover Letter