BMO U.S. · 1 day ago
Director of Trust Real Estate
Los Angeles, CA
Full-time
Onsite
Senior Level, Lead/Staff
$164K/yr - $286K/yr
10+ years expBMO U.S. is seeking a Director of Trust Real Estate who will serve as a senior subject-matter expert responsible for managing real estate assets in fiduciary accounts. This role involves overseeing a complex portfolio of various real estate types while ensuring compliance with regulations and optimizing asset value.
Banking
Responsibilities
Serve as the primary fiduciary owner-representative for a diverse portfolio of trust-held real estate assets
Conduct and/or oversee property inspections, valuations, environmental assessments, and market analyses
Develop and execute asset-level strategies to maximize long-term value, income generation, and client objectives
Approve leasing, sales, renovations, capital projects, and operating budgets for trust-held properties
Manage vendor relationships including brokers, property managers, appraisers, attorneys, contractors, and environmental consultants
Ensure compliance with OCC Regulation 9, internal fiduciary policies, Reg-12 standards, and enterprise risk frameworks
Identify, assess, and remediate material risks—including environmental, title, concentration, market, and operational risks
Prepare, present, and defend real estate reviews, valuations, and recommendations to the Trust Investment Committee or Real Estate Subcommittee
Maintain meticulous documentation to support fiduciary decision-making and regulatory examinations
Serve as the real estate expert for trust officers, wealth advisors, private bankers, and internal leadership
Communicate complex real estate considerations in a clear, actionable manner to beneficiaries, grantors, and co-trustees
Partner with internal legal, risk, and credit teams to support dispute resolution, litigation response, and estate settlements
Lead enterprise-level initiatives to enhance real estate processes, due-diligence standards, and monitoring frameworks
Represent Trust Real Estate in cross-functional working groups, including policy updates, technology enhancements, and vendor selection
Mentor junior team members and contribute to talent planning as part of a formal succession-track development path
Provide strategic insights into future staffing, geographic expansion, and operating-model evolution
Qualification
Required
10+ years of progressive experience in real estate asset management, trust real estate, commercial property management, appraisal, or related fields
Strong working knowledge of fiduciary standards, OCC Reg 9, real estate transfer requirements, and trust-administration practices
Demonstrated expertise managing a complex, multi-state real estate portfolio
Excellent analytical, valuation, negotiation, and problem-solving skills
Exceptional written and verbal communication skills, with the ability to influence internal committees and external partners
Ability to thrive as a senior individual contributor with minimal supervision
Experience in a bank trust department or corporate fiduciary environment
Bachelor's degree in Business, Finance, Real Estate, or related field; Master's degree preferred
Demonstrated leadership potential and interest in growing into people-management responsibilities
Preferred
Master's degree preferred
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO U.S.
We’re a bank, but there’s more to it than that. We're a top ten bank in North America and have been serving our customers since 1817.
5001-10000 employees
H1B Sponsorship
BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (11)
2023 (41)
2022 (22)
2021 (14)
2020 (21)
Funding
Current Stage
Late StageLeadership Team
Mike Morton
Vice Chair U.S. Commercial Banking
Recent News
2025-10-16
2025-09-23
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