Managing Director, Investment Banking

BMO • New York, NY

3d • $350,000

About The Position

Provides deep industry sector expertise, innovative thinking, and world-class execution across a full suite of products through an integrated Capital Markets platform. Collaborates to develop creative, client-focused solutions; wins business from new clients; builds client relationships; and generates sustained revenue, including through cross-selling products across the bank. Oversees deal origination and execution, leads pitches and client presentations, negotiates complex transactions, creates financial models and analyses, and works with specialists and internal stakeholders to deliver client solutions. Serves as a trusted advisor to senior leaders and clients, represents BMO with new and existing clients, and contributes to strategic planning, business development, and organizational effectiveness.

The role leads strategic initiatives and deal teams, manages resources, supports integrated teamwork, and influences stakeholders across the firm. It monitors clients, industries, and regulatory developments; assesses transaction risks and risk-return trade-offs; and ensures compliance with applicable bank policies, guidelines, laws, and regulations. It also drives process improvements, guides team members, and serves as a senior specialist resource across BMO. Broader work or accountabilities may be assigned as needed.

Requirements

• At least 10 years of relevant investment banking experience, including negotiating and structuring financial transactions; experience in a corporate lending environment developing business is also required.
• Typically 9 or more years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience.
• CFA, MBA, or equivalent experience in financial services, accounting, and legal fields.
• Significant experience in management, change management, and leadership.
• Excellent knowledge of the bank’s products and services.
• Expert knowledge in one or more areas, recognized by clients and peers.
• Expertise in financial computer applications and database management tools.
• Expert verbal and written communication, analytical and problem-solving, influence, collaboration and cross-group teamwork, and data-driven decision-making skills.
• Ability to manage ambiguity.
• Seasoned industry knowledge and technical leadership, with a reputation as a thought leader for innovation.

Nice To Haves

• Undergraduate degree in finance, economics, or accounting, with high academic achievement.
• Relevant business services sector experience.

Responsibilities

• Originate and oversee deals, lead deal teams, pitches, client presentations, and complex transaction negotiations.
• Develop new client relationships, maintain strong relationships with decision makers, and represent BMO’s capabilities to clients.
• Generate sustained revenue and identify opportunities to cross-sell products and services across the bank.
• Create client pitch books, financial models, analyses, and reports to assess portfolios, anticipate client needs, and support strategic recommendations.
• Monitor clients, industries, and regulatory developments for changes that may affect client portfolios and business needs.
• Collaborate with sector coverage partners, specialists, and other areas of the firm to generate ideas and deliver client solutions.
• Advise senior leaders on business decisions and strategic initiatives; recommend business priorities, resource needs, and execution roadmaps.
• Manage resources and lead strategic initiatives to achieve business and financial goals.
• Act as a client advocate and trusted advisor, providing professional, ethical, and conscientious service and advice.
• Assess transaction complexity and risks, balance the bank’s risk appetite with client needs, and make risk-informed recommendations and decisions.
• Ensure compliance with bank policies and guidelines, and maintain robust systems, reporting, and controls to mitigate risk.
• Keep risk management and compliance reports current, accurate, and relevant; initiate policy or guideline amendments when appropriate.
• Drive efficiency and effectiveness by identifying issues, gaps, and process improvements, and integrating information across sources.
• Review and guide team members’ work and foster cross-group collaboration and an integrated, client-centered team.
• Represent the bank and demonstrate leadership through participation in industry working groups.
• Lead communication planning, tailor messaging, and identify appropriate distribution channels to influence or change behaviour.
• Serve as a senior specialist resource across BMO, address complex or ambiguous problems, anticipate trends, and implement appropriate changes.
• Apply the Risk Management Framework and adhere to applicable policies, standards, procedures, laws, and regulations.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives, discretionary bonuses, and other perks and rewards may be included in the total compensation package.
• Training and coaching, manager support, and network-building opportunities.

What This Job Offers

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