Market Executive – Emerging Middle Market, Director

🕒 July 29

🚗 Michigan – Remote

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💵 $160k - $300k / year

⏰ Full Time

🔴 Lead

👔 Director

👻 Ghost score 23%

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Logo of BMO U.S.

BMO U.S.

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

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

• Lead a team of relationship managers in the Emerging Middle Market Group • Drive overall market-share growth within the assigned area • Leverage an existing client network and drive direct new-client acquisition • Recruit, develop, coach, and enable the career development of team members • Facilitate bank growth through business development and management of key client relationships • Generate significant revenue through sales and syndications • Act as an escalation point for complex client issues and resolve conflicts • Lead structuring of high-value, complex deals and credit approvals • Manage high-value client portfolios, driving cross-selling, retention, and profitability • Identify new business opportunities, acquire clients, penetrate markets, and expand the client base • Lead market coverage strategies and identify portfolio opportunities • Represent the bank at industry forums and conferences • Advise committees and task forces with strategic insights • Streamline operational processes and implement best practices • Develop communication strategies to influence stakeholders and support organizational change • Oversee team resource allocation, personnel, and budgets • Build and maintain relationships with high-value and strategic clients • Structure deals, secure credit approvals, negotiate high-value transactions, and identify cross-selling opportunities • Analyze market trends, client-industry developments, and competitive positioning • Collaborate with internal teams to define client-fit products, solutions, and strategies • Identify share-of-wallet opportunities • Use analysis tools to grow portfolios that exceed ROE thresholds and proactively evaluate client returns • Ensure regulatory, internal-control, and compliance adherence while mitigating risk • Foster BMO’s purpose, values, diversity, and inclusion • Build interdependent teams across functional and operating groups • Improve team performance, recognize and reward performance, coach employees, and manage poor performance • Operate at a group/enterprise-wide level as a senior specialist resource across BMO • Influence how teams and groups work together • Address unique or ambiguous situations and complex problems creatively • Communicate abstract concepts in simple terms • Build internal and external networks across multiple teams • Anticipate trends and implement appropriate changes • Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with strategy and policy

🎯 Requirements

• 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred • Established relationships with customers, COIs, and key stakeholders in these geographies • Experience calling on companies generating $10MM - $100MM in revenue • Bachelor’s degree required; Business Administration, Finance and Accounting preferred • Master’s degree preferred • CPA certification preferred • Any other related discipline or commensurate work experience considered • Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards, if a Credit Qualifiable role • Extensive industry knowledge • Thought leadership for innovation • Expert level of proficiency in Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Change Management, Customer Service, Stakeholder Management, Negotiation, Customer Relationship Building, and People Management • Ability to adhere to regulatory requirements, internal controls, compliance policies, laws and regulations • Ability to work within BMO’s Risk Management Framework and approved Risk Appetite

🏖️ Benefits

• Performance-based incentives • Discretionary bonuses • Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones • Reasonable accommodations for individuals with disabilities

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