Sr. Portfolio Manager, Director

Responsibilities

• Provide high-quality sales and service to investment clients to deliver an exceptional client experience.
• Offer technical expertise in investment management, fiduciary leadership, and administration to ensure compliance.
• Develop internal and external networks and referral sources to grow the assigned portfolio and jurisdiction.
• Create integrated business development strategies and develop investment proposals for prospects and clients.
• Act as a subject matter expert on relevant regulations, policies, and fiduciary law.
• Manage resources and lead the execution of strategic initiatives to meet business and financial goals.
• Develop and recommend model portfolios based on statistical evaluations of risk, return, and correlations.
• Conduct independent analysis to resolve strategic issues and provide data-driven insights for decision making.
• Oversee vendor relationships, including contract negotiations and the implementation of vendor solutions.
• Ensure alignment with risk and compliance processes to safeguard customer assets and maintain privacy.

Requirements

• 7+ years of relevant experience in investment management or a related field.
• Post-secondary degree in a related field of study or an equivalent combination of education and experience.
• Expert understanding of portfolio management principles and asset mix determination.
• In-depth knowledge of fiduciary law and its applicability to trust investment accounts.
• Strong expertise in equity and fixed income markets.
• Comprehensive understanding of tax-related issues affecting investments.
• Advanced analytical, problem-solving, and data-driven decision-making skills.
• Exceptional verbal and written communication and influence skills.

Preferred Qualifications

• MBA or professional Finance certification.

Benefits

• Competitive salary range.
• Performance-based incentives and discretionary bonuses.
• Health insurance.
• Tuition reimbursement.
• Accident and life insurance.
• Retirement savings plans.

About the Company

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management, and investment services to more than 12 million customers across Canada, the United States, and globally.