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BMO · 4 days ago

Senior Wealth Strategist

Scottsdale, AZ, USA

Full-time

Onsite

Senior Level

$92K/yr - $171K/yr

5+ years exp

BMO is a financial institution committed to creating lasting, positive change for its customers and communities. The Senior Wealth Strategist provides specialized wealth planning for High Net Worth and Ultra High Net Worth clients, working collaboratively with other professionals to deliver comprehensive financial advice and solutions.

BankingCrowdfundingFinanceFinancial Services

Responsibilities

Provides customized advice and specialized planning services to HNW/UHNW client segments

Facilitates/participates in goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group

Demonstrates a consultative and collaborative value-added approach in client conversations, acting as a member of a client strategy team to facilitate the desired client experience

Applies well-developed consultative sales and wealth planning principles, practices and techniques in client interactions

Acts as a subject matter expert in area(s) of specialized planning, including regulations and policies, to properly assess and provide insights and solutions to clients

Leverages financial analysis in the development of detailed and complex financial plans

Consults with clients and their external advisors on complex issues, as required

Provides commentary and awareness on emerging trends and new legislation through articles, case laws, and advanced planning solutions

Develops content in the area(s) of specialized planning for use as training material, internal resource material and client-facing material

Leads/participates in the development/presentation of educational programs in the area(s) of specialized planning within BMO and to clients

Develops/maintains internal and external networks and referral sources to ensure ongoing growth of the business

May network with industry contacts to gain competitive insights and best practices

Protects the Bank’s assets by adhering to all banking and investment regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines

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

Qualification

Wealth planning strategiesHNW/UHNW client experienceFinancial analysisInvestment management principlesData driven decision makingAnalytical skillsInfluence skillsManaging ambiguityVerbal communicationWritten communicationProblem solvingCollaboration skills