Managing Director, Business Development, Middle Market M&A

Bank of Montreal•Seattle, WA

10d

About The Position

Facilitates growth for the Middle Market M&A Team and the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from transactions and originations. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Manages relationships with high-value clients, driving M&A activity, cross-selling, retention, and profitability. Drives efforts to identify new business opportunities, acquire clients, penetrate markets, and expand the client base by leveraging market insights, competitor analysis, and cross-selling initiatives. Works with the team to coordinate coverage strategies to expand M&A mandates, identify opportunities, and align with business goals. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. Advises in various committees and task forces, providing strategic insights and guidance to drive key initiatives. Streamlines operational processes, identifying areas for improvement and implementing best practices. Develops communication strategies to influence stakeholders and support organizational change. Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership by bringing in partners across the bank. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do. Ensures alignment between values and behavior that fosters diversity and inclusion. Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Influences how teams/groups work together. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems. Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives. Anticipates trends and responds by implementing appropriate changes. Broader work or accountabilities may be assigned as needed.

Requirements

10+ years of relevant experience in Business Development, Relationship Management or Account Management in a financial institution or investment bank or similar segmented banking environment with sales metrics is preferred.
Bachelor’s degree required, Master’s degree preferred, CPA certification preferred; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
Seasoned expert with extensive industry knowledge.
Technical leader viewed as a thought leader for innovation.

Responsibilities

Facilitates growth for the Middle Market M&A Team and the Bank through business development and management of key client relationships.
Maintains an outstanding and continuous record of significant revenue generation from transactions and originations.
Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
Manages relationships with high-value clients, driving M&A activity, cross-selling, retention, and profitability.
Drives efforts to identify new business opportunities, acquire clients, penetrate markets, and expand the client base by leveraging market insights, competitor analysis, and cross-selling initiatives.
Works with the team to coordinate coverage strategies to expand M&A mandates, identify opportunities, and align with business goals.
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
Advises in various committees and task forces, providing strategic insights and guidance to drive key initiatives.
Streamlines operational processes, identifying areas for improvement and implementing best practices.
Develops communication strategies to influence stakeholders and support organizational change.
Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership by bringing in partners across the bank.
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do.
Ensures alignment between values and behavior that fosters diversity and inclusion.
Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
Influences how teams/groups work together. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
Anticipates trends and responds by implementing appropriate changes.
Broader work or accountabilities may be assigned as needed.