Regional Director, Investments

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🔥 22 minutes ago

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• Actively supports regional and market-level business development efforts by partnering with Investment Counsellors, Market Leaders, Relationship Managers, and other business partners to identify growth opportunities, strengthen referral activity, and improve prospect conversion • Develops and maintains strong internal and external networks and referral sources to support growth across the assigned portfolio or jurisdiction • Enhances the firm’s presence in the marketplace by collaborating with internal experts and external partners to create integrated business development strategies • Provides investment expertise and strategic input for prospecting, discovery, proposal development, client reviews, and new business opportunities • Supports the delivery of compelling investment proposals, presentations, portfolio recommendations, and meeting materials for prospects and clients • Facilitates senior investment expertise, portfolio positioning, fiduciary insight, or market perspective for prospect and client meetings where it is required • Helps identify regional sales effectiveness gaps and partners with leaders and teams to develop practical action plans that support business results • Provides coaching, tools, and training to help Investment Counsellors and client-facing team members communicate investment value propositions clearly and confidently • Supports retention and growth by helping teams deepen client relationships, respond to complex client needs, and deliver a consistent, high-quality client experience

🎯 Requirements

• CFA designation preferred • Relevant Investment Management Experience (RIME) preferred • Typically 9+ years of relevant experience and post-secondary degree in a related field of study, or an equivalent combination of education and experience • MBA or finance-related certification considered an asset • Strong understanding of fiduciary responsibilities and their application to managed investment accounts • Strong knowledge of equity and fixed income markets • Understanding of tax-related issues affecting investments • Knowledge of the applicable regulatory environment • Demonstrated success supporting business development, client acquisition, referral growth, and sales enablement initiatives • Proven ability to partner with Investment Counsellors and market leadership teams to drive growth, improve prospect conversion, and strengthen client retention • Seasoned investment professional with credibility among investment professionals, client-facing teams, and senior leaders • Strong commercial acumen with the ability to balance investment expertise, risk management, and growth objectives • Excellent verbal and written communication skills, including the ability to translate complex investment concepts into clear, client-friendly messaging • Strong analytical, problem-solving, influencing, and relationship management skills • Demonstrated coaching and leadership capability • Expert collaboration and cross-functional partnership skills • Ability to manage ambiguity and navigate complex business, investment, and organizational issues • Strong data-driven decision-making capability.

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans