Director, Investment Banking

BMO • New York, NY

1d • $275,000

About The Position

The Director, Investment Banking provides deep industry-sector expertise, innovative thinking, and execution across a full suite of products through an integrated Capital Markets platform. The role develops and maintains client relationships, identifies client needs, delivers tailored financial solutions, and drives cross-selling and revenue opportunities. It serves as a key member of deal teams, supports transaction structuring and completion, and acts as a trusted advisor to clients and internal stakeholders.

The Director leads and contributes to client pitches and presentations, conducts due diligence and industry analysis, and creates financial models and analyses to inform strategic recommendations. The role monitors client, industry, and regulatory developments; balances client needs with the Bank’s risk appetite; and supports sound risk-informed decisions. It also guides team members, contributes to business priorities and strategic execution, and works across lines of business to coordinate resources and deliver results.

The position requires a minimum of nine years of relevant investment banking experience, including negotiating and structuring financial transactions and some experience developing business in a corporate lending environment. Relevant business services sector experience is highly desired. A post-secondary degree in a related field or equivalent education and experience is typically expected; an undergraduate degree focused on finance, economics, or accounting is preferred. An MBA, CFA, or equivalent experience in financial services, accounting, or legal fields is also noted.

Requirements

• Typically 7 or more years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience.
• Minimum of 9 years of relevant investment banking experience, including negotiating and structuring financial transactions.
• Some experience developing business in a corporate lending environment.
• Excellent knowledge of financial solutions, products, and services.
• Expert knowledge in one or more areas, recognized by clients and peers.
• Ability to create and deliver professional product ideas and presentations.
• Expertise in financial computer applications and database management tools.
• A seasoned professional with a combination of education, experience, and industry knowledge.
• In-depth or expert verbal and written communication skills.
• In-depth or expert analytical and problem-solving skills.
• In-depth or expert influence skills.
• In-depth or expert collaboration and teamwork skills, with a focus on cross-group collaboration.
• Ability to manage ambiguity.
• In-depth or expert data-driven decision-making skills.

Nice To Haves

• Relevant business services sector experience is highly desired.
• An undergraduate degree focused on finance, economics, or accounting, with high academic achievement, is preferred.
• MBA, CFA, or equivalent experience in financial services, accounting, or legal fields.

Responsibilities

• Cultivate new and existing client relationships using expertise in financial markets.
• Develop and execute cross-selling initiatives and identify opportunities to grow clients’ share of wallet.
• Serve as a key deal-team member, maximizing sector penetration and returns.
• Create client pitch books, develop financial-solution ideas, and lead or participate in client presentations.
• Monitor clients, their industries, and regulatory agencies for developments that may affect client portfolios or business needs.
• Initiate contact with partners to generate new client sales.
• Manage a diverse client portfolio, progressively taking on greater client responsibility, and monitor account and relationship performance.
• Conduct due diligence, including client visits, business-model analysis, and reviews of industry trends and regulations.
• Understand client needs and provide recommendations, ideas, and opinions aligned with those needs.
• Collaborate with sector coverage partners to identify and deliver creative, timely solutions to clients and prospects.
• Provide deal expertise and prepare or oversee the delivery of pitches.
• Support credit concurrence and pricing efforts as a client advocate.
• Maintain ongoing coverage contact with clients and sector managers and develop relationships at all levels.
• Interpret client strategy, anticipate changing needs, and deliver relevant strategic solutions.
• Act as a change agent and identify opportunities to improve efficiency, effectiveness, and the client experience.
• Provide strategic input into business decisions and recommend business priorities, resource requirements, and execution roadmaps.
• Work with specialists and partners across lines of business, executive teams, and external clients to coordinate successful deal completion and stakeholder alignment.
• Create and update financial models and analyses to assess client portfolios, anticipate needs, and identify cross-selling opportunities.
• Analyze industry compilations and prepare or lead technical and financial analyses and reports for client deliverables.
• Assess transaction complexity and credit, market, operational, legal, and compliance risks; balance Bank risk appetite with client needs.
• Identify revenue, cost-reduction, and capital-optimization opportunities.
• Integrate information from multiple sources to improve processes, analysis, and reporting.
• Review and guide team members’ work to deliver business results and provide financial modeling for client recommendations.
• Consider risk, internal controls, and compliance in day-to-day work and adhere to applicable policies and procedures.
• Serve as a specialist resource to senior leaders and stakeholders at a group or enterprise level.
• Apply expertise and creative problem-solving to complex, ambiguous, and non-routine situations, and respond to shifting trends.
• Apply the Bank’s Risk Management Framework and Risk Culture, make sound risk-informed decisions within approved risk appetite, protect assets, and comply with applicable policies, laws, and regulations.
• Undertake other broader work or accountabilities as needed.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses may be included in the total compensation package.

What This Job Offers

• Job Type: Full-time
• Career Level: Director