Managing Director Investment Specialist - Structured Solutions

BMO•Toronto, ON

23h•CA$154,000 - CA$240,600•Onsite

About The Position

We are seeking a senior Managing Director, Investment Specialist – Structured Solutions to serve as the lead investment voice for our Alternatives platform. This individual will act as a trusted advisor to clients, a strategic partner to portfolio management teams, and a key contributor to business growth across institutional and wealth channels. This is a highly visible role requiring deep expertise in alternative investments—including private equity, private credit, hedge funds, and liquid alternatives—combined with exceptional communication, leadership, and stakeholder management skills.

Requirements

15+ years in asset management, alternatives, or client-facing investment roles
Bachelor’s degree in Finance, Economics, or Business
CFA, CAIA, or MBA strongly preferred
Deep expertise in alternative investments (private markets, hedge funds, liquid alternatives)
Strong understanding of portfolio construction, performance attribution, and risk frameworks
Exceptional communication and presentation skills (written and verbal)
Proven ability to influence senior stakeholders and build long-term client relationships
Strong leadership and team-building experience
Ability to operate effectively in complex, matrixed environments
Typically 12 – 15 years of relevant experience and a post-secondary degree in related field of study or an equivalent combination of education and experience.
Post graduate degree in business, economics or finance preferred.
Completion of relevant investment certifications.
Master of core functional area and how it fits within the firm and competitive environment.
Broad knowledge across multiple areas and business line.
Seasoned expert with extensive industry knowledge.
Technical leader viewed as a thought leader for innovation.
Verbal & written communication skills - Expert.
Analytical and problem solving skills - Expert.
Influence skills - Expert.
Collaboration & team skills; with a focus on cross-group collaboration - Expert.
Able to manage ambiguity.
Data driven decision making - Expert.

Responsibilities

Serve as a primary investment spokesperson for the Alternatives platform across institutional, intermediary, and high-net-worth clients
Lead and support client meetings, due diligence sessions, and investment update calls
Build credibility with consultants, advisors, and sophisticated investors
Translate complex investment strategies, portfolio construction, performance drivers, and risk metrics into compelling, client-ready messaging
Provide forward-looking market insights aligned with portfolio positioning and macroeconomic themes
Ensure consistency and clarity in all investment communications
Partner with Distribution to support new business development and client retention initiatives
Participate in prospect meetings and identify opportunities to expand mandates
Help shape product positioning and go-to-market strategies
Lead development of high-quality investment content including whitepapers, market commentaries, and client communications
Represent the firm at client events, conferences, and industry forums
Contribute to the firm’s external brand as a thought leader in alternative investments
Collaborate closely with Portfolio Managers to align on investment messaging and strategy articulation
Act as the voice of the client—bringing market feedback into investment and product discussions
Lead and build a high-performing Investment Specialist team (where applicable)
Partner cross-functionally with Sales, Product, Marketing, Legal/Compliance, and Operations
Maintain deep knowledge of alternative investment structures, competitive landscape, and industry trends
Monitor macroeconomic developments and their impact on portfolios
Support new product development and enhancements to existing offerings
Recruit, develop, and lead a team of Investment Specialists
Ensure consistency, quality, and scalability of investment messaging
Establish best practices across content development, client engagement, and sales enablement
Drive collaboration across investment, distribution, and product teams
Develops investment ideas, investment themes, and asset allocation recommendations that are used by other investment areas within the firm.
Generates investment ideas but does not manage portfolios.
Provides input to strategic decision making.
Supports new product and business development.
Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
Ensures alignment between values and behaviour 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.
Supports business development efforts with major clients.
Presents research to internal and external clients.
Influences and negotiates to achieve business objectives.
Assists in the development of strategic plans.
Identifies emerging issues and trends to inform decision-making.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Acts as a subject matter expert on relevant regulations and policies.
Develops an expert understanding of business/client needs
Networks with industry contacts to gather competitive insights and best practices.
Serves on multiple oversight and investment committees.
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
Helps determine business priorities and best sequence for execution of business/group strategy.
Conducts independent analysis and assessment to resolve strategic issues.
Acts as the prime contact for internal/external stakeholder relationships, which may include regulators.
Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
Develops and recommends strategies to achieve investment goals of the organisation and / or its clients.
Creates frameworks for analysing alternative investment and risk scenarios (e.g. overall investment return, interplay of various asset classes or securities, comparative market returns).
Forecasts market changes based on economic and industry analyses; monitors technical trading trends.
May help develop and market investment products, services and solutions.
Contributes to business development in client and industry facing activities and events.
Continuously pursues and identifies potential risk within our business and processes.
Understands and adheres to all compliance requirements; ensures supporting documentation is maintained.
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.