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BMO · 1 month ago

Managing Director, Business Development Executive

San Francisco, CA, USA

Full-time

Onsite

Senior Level, Lead/Staff

$164K/yr - $286K/yr

10+ years exp

BMO is a financial institution focused on creating lasting, positive change for customers and communities. They are seeking a Managing Director, Business Development Executive to facilitate growth through business development and management of key client relationships, while driving revenue generation and enhancing client satisfaction.

BankingCrowdfundingFinanceFinancial Services

Responsibilities

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

Qualification

Relationship ManagementPortfolio ManagementCredit Risk AssessmentStructuring DealsRegulatory ComplianceStakeholder ManagementNegotiationProject ManagementCustomer ServiceChange ManagementCustomer Relationship BuildingProduct Knowledge

Required

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 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