Director, Senior Treasury Consultant

BMO • Miami, FL

1d • $85,000 - $180,000

About The Position

The Director, Senior Treasury Consultant applies consultative sales and relationship-management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. The role manages sales processes, client engagement, and outcomes; monitors implementation activities for alignment with timelines; and provides tailored solutions while improving processes to enhance client experiences and business outcomes.

The position leads business development by building strategic relationships with prospects and clients, identifying cross-selling opportunities, leveraging professional networks, and representing BMO at local business organizations, industry forums, and community events. It serves as a treasury subject matter expert and works with clients and internal partners to develop solutions, support implementation, manage risk, and advance strategic initiatives and operational improvements.

The role requires 10 or more years of relevant experience in sales and treasury management, financial operations, or risk management in a corporate or banking environment (preferred), and a bachelor’s degree. A master’s degree is preferred. Relevant disciplines include Business Administration, Finance, and Accounting; another related discipline or commensurate work experience may be considered. The position is salaried, with a stated range of $85,000 to $180,000. Compensation may vary and may include commission, performance-based incentives, discretionary bonuses, and other rewards.

Requirements

• 10 or more years of relevant experience in sales and treasury management, financial operations, or risk management in a corporate or banking environment is preferred.
• Bachelor’s degree required.
• A related discipline or commensurate work experience may be considered.
• Seasoned professional with a combination of education, experience, and industry knowledge.

Nice To Haves

• Master’s degree preferred.
• Business Administration, Finance, or Accounting preferred.

Responsibilities

• Lead business development by building and nurturing relationships with prospects and existing clients, identifying cross-selling opportunities, and leveraging professional networks to expand business reach.
• Represent BMO at local business organizations, including chambers of commerce and Economic Development Corporations, and at industry forums and community events.
• Develop existing Centers of Influence and establish new ones to self-source business opportunities.
• Lead complex deal closures with internal teams and stakeholders, ensuring efficient execution aligned with organizational goals and compliance.
• Evaluate potential vulnerabilities and manage risks within client portfolios while ensuring regulatory compliance and alignment between service levels and business objectives.
• Oversee client implementation activities, monitor delivery timelines, and provide feedback to improve internal processes and client experiences.
• Serve as a subject matter expert and deliver innovative treasury solutions that improve client and internal operational efficiency.
• Coordinate cross-functional teams to execute strategic initiatives aligned with business goals, operational excellence, and market-leading practices.
• Coordinate database management and ensure data alignment and integration in accordance with data governance standards.
• Lead large-scale workflow improvements and integrate best practices across treasury and payment operations.
• Build and maintain long-term relationships with high-value and strategic clients, offering strategic financial advice and exceptional service.
• Analyze client and industry data to develop customized solution strategies, including working-capital management optimization.
• Work with internal teams and stakeholders to define products, solutions, and strategies that meet client needs.
• Build advocacy for and adoption of the suite of industry-leading North American Treasury and Payment Solutions digital products and solutions.
• Support implementation activities, including documentation, pricing, and project timelines, to ensure timely delivery and continuous improvement.

Benefits

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

What This Job Offers

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