Managing Director, RM

BMO•San Francisco, CA

About The Position

This Managing Director role is responsible for driving growth for the Bank through business development and the strategic management of key client relationships. The position requires a continuous record of significant revenue generation from sales and syndications, acting as an escalation point for complex client issues, and leading the structuring of high-value, complex deals and credit approvals. The individual will manage high-value client portfolios, focusing on cross-selling, retention, and profitability, while also identifying new business opportunities and expanding the client base through market insights and competitor analysis. Key responsibilities include leading market coverage strategies, representing the bank at industry forums, advising in various committees, and streamlining operational processes. The role emphasizes building and maintaining strong, long-term relationships with the bank’s high-value and strategic clients, providing strategic financial advice, and ensuring exceptional service. This involves analyzing market trends, client industry developments, and competitive positioning to inform client solution strategies, collaborating with internal teams to define suitable products, and leveraging analytical tools to grow portfolios that exceed ROE thresholds. Furthermore, the Managing Director must ensure adherence to regulatory requirements and compliance policies, foster a culture aligned with BMO’s purpose, values, and strategy, and promote diversity and inclusion. The role also encompasses building interdependent teams, attracting, retaining, and developing top talent, and improving team performance through coaching and recognition. This is a senior specialist resource position operating at a group/enterprise-wide level, influencing inter-team collaboration, applying expertise to complex problems, communicating abstract concepts, fostering internal and external networks, and anticipating industry trends.

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.
Seasoned expert with extensive industry knowledge.
Technical leader viewed as a thought leader for innovation.
Expert level of proficiency in Product Knowledge
Expert level of proficiency in Regulatory Compliance
Expert level of proficiency in Structuring Deals
Expert level of proficiency in Portfolio Management
Expert level of proficiency in Credit Risk Assessment
Expert level of proficiency in Project Management
Expert level of proficiency in Change Management
Expert level of proficiency in Customer Service
Expert level of proficiency in Stakeholder Management
Expert level of proficiency in Negotiation
Expert level of proficiency in Customer Relationship Building
Expert level of proficiency in People Management

Nice To Haves

Master’s degree preferred
CPA certification preferred
Business Administration, Finance and Accounting preferred

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.
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.
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.