Managing Director, Pb

BMO

Milwaukee, WI, US
Base: $123,300.00 - $214,200.00; bonus/equity: may...
9+ years relevant experience in wealth management
Expert leadership and people management skills
In-depth understanding of credit risks and lending
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 to meet client needs, acting as the lead relationship manager for an assigned portfolio of high and ultra-high net worth clients.
  • BMO offers a comprehensive total compensation package including performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, 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 in wealth management
  • Expert leadership and people management skills
  • In-depth understanding of credit risks and lending
  • Proven track record growing profitable client business
  • Expert negotiation and analytical problem-solving skills

Nice-to-have

  • Fosters diversity and inclusion culture
  • Builds interdependent cross-functional teams
  • Acts as a thought leader for innovation
  • Strong internal and external networking abilities
  • Ability to manage ambiguity and strategic issues

Key Requirements

  • Typically 9+ years of relevant experience
  • Post-secondary degree in related field of study
  • Must meet licensing and certification requirements
  • Credit Qualifications and associated knowledge
  • Expert verbal and written communication skills

Work Rights

Not specified

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