Wealth Advisor Director

BMO • Seattle, KS

1d

About The Position

Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines credit and lending proficiency with investment and planning expertise ensuring clients receive seamless, end-to-end financial advice. Coordinates multi-disciplinary teams to craft and execute creative solutions for the client. Proactively identifies and executes growth opportunities within existing client relationships, drives increased wallet share through strategic cross-selling and relationship deepening initiatives. Drives complex acquisition strategies for “One Client” delivery through partnerships with Retail, Commercial and Capital Markets. Develops and executes the business development strategy, sales targets and the sales results for the assigned region. Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction. Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan. Acts as the primary Relationship Manager for assigned client relationships Leads / assists with creation business proposals or presentations (e.g. relationship plans, financial plans and reviews) Leads Annual Client Review with team members to evaluate changing needs, increase communication with client, and implement the client experience. Produces client reports that demonstrate the value provided and assesses clients at-risk for retention. Ensures timely execution of transactions and requests. 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. May network with industry contacts to gain competitive insights and best practices. Shares wealth solutions expertise and product knowledge across regional team. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Acts as the prime subject matter expert for internal/external stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Demonstrates advanced understanding of industry trends and regulatory requirements, applying insights to deliver innovative client solutions and mentor junior team members. Oversees the design, development, and implementation of tools and training required to deliver business results. Acts as the central point of contact for clients, coordinating all aspects of their financial needs. Builds deep, trusted relationships and delivers personalized advice aligned with clients’ goals. Provides tailored banking solutions that include credit facilities, mortgages, and liquidity strategies. Designs and implements investment portfolios and wealth planning strategies (e.g. retirement, estate, tax optimization). Collaborates with internal specialists for tax, trust and insurance solutions to deliver holistic advice. Ensures adherence to regulatory, legal and ethical requirements. Maintains rigorous risk management practices across all client solutions. Conducts regular reviews to assess progress toward financial objectives. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed.

Requirements

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Broad knowledge of all facets of wealth management.
• In-depth / expert knowledge of Bank products, services and capabilities.
• Seasoned professional with a combination of education, experience and industry knowledge.
• Advanced Proficiency: Strategic relationship management Networking Business Development Commercial acumen (i.e. can apply business and financial principles to create value for both the client and the firm) Financial planning Client service Collaboration Customer Service Problem Solving

Nice To Haves

• MBA certification preferred.
• Certified Financial Planner is preferred.

Responsibilities

• Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning.
• Coordinates multi-disciplinary teams to craft and execute creative solutions for the client.
• Proactively identifies and executes growth opportunities within existing client relationships, drives increased wallet share through strategic cross-selling and relationship deepening initiatives.
• Drives complex acquisition strategies for “One Client” delivery through partnerships with Retail, Commercial and Capital Markets.
• Develops and executes the business development strategy, sales targets and the sales results for the assigned region.
• Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
• Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan.
• Acts as the primary Relationship Manager for assigned client relationships
• Leads / assists with creation business proposals or presentations (e.g. relationship plans, financial plans and reviews)
• Leads Annual Client Review with team members to evaluate changing needs, increase communication with client, and implement the client experience.
• Produces client reports that demonstrate the value provided and assesses clients at-risk for retention.
• Ensures timely execution of transactions and requests.
• 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.
• May network with industry contacts to gain competitive insights and best practices.
• Shares wealth solutions expertise and product knowledge across regional team.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance, and addresses any issues.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Demonstrates advanced understanding of industry trends and regulatory requirements, applying insights to deliver innovative client solutions and mentor junior team members.
• Oversees the design, development, and implementation of tools and training required to deliver business results.
• Acts as the central point of contact for clients, coordinating all aspects of their financial needs.
• Builds deep, trusted relationships and delivers personalized advice aligned with clients’ goals.
• Provides tailored banking solutions that include credit facilities, mortgages, and liquidity strategies.
• Designs and implements investment portfolios and wealth planning strategies (e.g. retirement, estate, tax optimization).
• Collaborates with internal specialists for tax, trust and insurance solutions to deliver holistic advice.
• Ensures adherence to regulatory, legal and ethical requirements.
• Maintains rigorous risk management practices across all client solutions.
• Conducts regular reviews to assess progress toward financial objectives.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

Benefits

• BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
• To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

What This Job Offers

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