Director, Senior Portfolio Manager

BMO • Newport Beach, CA

108d • $112,200 - $209,000

About The Position

The Director, Senior Portfolio Manager position at BMO involves providing high-quality sales and service to investment clients, ensuring an exceptional client experience. The role requires technical expertise in investment management and administration to ensure compliance, while working collaboratively within the branch and regional teams. The position focuses on identifying and making referrals to other business groups, developing internal and external networks to grow business, and enhancing market presence through integrated business development strategies. Responsibilities include developing investment proposals, providing fiduciary expertise, making strategic recommendations, managing resources, and leading the execution of strategic initiatives. The role also involves conducting independent analysis, supporting strategic initiatives, and managing vendor relationships.

Requirements

• Typically 7+ years of relevant experience.
• Post-secondary degree in a related field or equivalent combination of education and experience.
• MBA or Finance certification preferred.
• In-depth understanding of portfolio management principles.
• Expert knowledge of fiduciary law and its applicability to trust investment accounts.
• Expert knowledge of equity and fixed income markets.
• Expert understanding of tax-related issues affecting investments.
• Expert knowledge of the regulatory environment.
• Strong verbal and written communication skills.
• Strong analytical and problem-solving skills.
• Strong influence and collaboration skills.
• Ability to manage ambiguity.
• Data-driven decision-making skills.

Responsibilities

• Provide high-quality sales and service to investment clients.
• Ensure compliance in investment management and administration.
• Collaborate within the branch and regional teams.
• Identify and make referrals to other business groups.
• Develop internal and external networks to grow business.
• Enhance market presence through integrated business development strategies.
• Develop investment proposals and participate in client meetings.
• Provide investment management and fiduciary expertise.
• Make recommendations to senior leaders on strategy and new initiatives.
• Act as a subject matter expert on relevant regulations and policies.
• Manage resources and lead execution of strategic initiatives.
• Conduct independent analysis and assessment to resolve strategic issues.
• Support execution of strategic initiatives in collaboration with stakeholders.
• Define business requirements for analytics and reporting.
• Monitor and track performance, addressing any issues.
• Design and produce regular and ad-hoc reports and dashboards.
• Lead change management programs and develop communication strategies.
• Oversee vendor relationships and support contract negotiations.
• Develop and manage a business/group program.
• Perform sales and service support activities as required.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree