Address:

Job Family Group:

Facilitates growth for the Middle Market M&A Team and the Bank through business development and management of key client relationships.

• Maintains an outstanding and continuous record of significant revenue generation from transactions and originations.

• Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining
strong client relationships.

• Manages relationships with high-value clients, driving M&A activity, cross-selling, retention, and profitability.

• Drives efforts to identify new business opportunities, acquire clients, penetrate markets, and expand the client base by leveraging market insights, competitor analysis, and cross-selling initiatives.

• Works with the team to coordinate coverage strategies to expand M&A mandates, identify opportunities, and align with business goals.

• Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.

• Advises in various committees and task forces, providing strategic insights and guidance to drive key initiatives.

• Streamlines operational processes, identifying areas for improvement and implementing best practices.

• Develops communication strategies to influence stakeholders and support organizational change.

• Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership by bringing in partners across the bank.

• Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship
management, mitigating risk and maintaining service standards.

• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do.

• Ensures alignment between values and behavior that fosters diversity and inclusion.

• Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear
accountability for follow through.

• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all
stakeholders.

• Attracts, retains, and enables the career development of top talent.
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and
manages poor performance.

• Influences how teams/groups work together. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.

• Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.

• Anticipates trends and responds by implementing appropriate changes.

• Broader work or accountabilities may be assigned as needed.

Qualifications:
• 10+ years of relevant experience in Business Development, Relationship Management or Account Management in a financial institution or investment bank or similar segmented banking environment with sales metrics is preferred.

• Bachelor’s degree required, Master’s degree preferred, CPA certification preferred; Business Administration, Finance and

Accounting preferred. Any other related discipline or commensurate work experience considered.

• Seasoned expert with extensive industry knowledge.

• Technical leader viewed as a thought leader for innovation.

Salary:

Pay Type:

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.  We strive to help you make an impact from day one – for yourself and our customers.  We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.