Managing Director, Corporate Finance

BMO•Montreal, QC

3d•CA$110,500 - CA$192,500

About The Position

The Corporate Finance Team, within BMO Commercial Banking, is part of BMO Financial Group and serves large private companies, as well as certain public companies, operating in various industries. The team is responsible for business development as well as portfolio management. It supports all banking needs of the companies it serves (traditional or asset-based financing (bilateral or syndicated), cash management, subordinated debt, equity, equipment financing, derivatives, M&A and advisory services, etc.). It also supports all banking needs of the owners and executives of the companies it serves by working closely with colleagues across the bank (wealth management, tax planning, estate and succession planning, philanthropy, etc.). The Managing Director is responsible for managing a portfolio of large private or public companies and contributes to the business development of BMO Financial Group. This individual, working closely with colleagues across the bank, ensures integrated coverage of all banking needs of the companies in their portfolio, as well as those of their owners and executives.

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.
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.
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
Seasoned expert with extensive industry knowledge.
Technical leader viewed as a thought leader for innovation.
Expert level of proficiency: Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Change Management, Customer Service, Stakeholder Management, Negotiation, Customer Relationship Building

Nice To Haves

Master’s degree preferred
CPA certification preferred
Business Administration, Finance and Accounting preferred
Any other related discipline or commensurate work experience considered

Responsibilities

Facilitates growth for the Bank through business development and management of key client relationships.
Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.
Manages high-value client portfolios, driving 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.
Leads market coverage strategies to expand portfolios, 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.
Oversees resource allocation for the team, ensuring effective use of personnel and budgets to meet organizational goals, enhance team performance, and drive client satisfaction.
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.
Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
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.
Communicates abstract concepts in simple terms.
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.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.