BMO · 1 month ago
Director, Treasury & Payment Solutions – Financial Institutions Group (FIG)
Chicago, IL, USA
Full-time
Onsite
Mid, Senior Level
$175K/yr - $215K/yr
7+ years expBMO is a leading financial institution, and they are seeking a Director of Treasury & Payment Solutions to lead strategic initiatives within the Financial Institutions Group. This role focuses on delivering innovative cash management and liquidity solutions while deepening relationships with FIG clients across North America.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Lead the execution of TPS strategies for FIG clients, ensuring alignment with broader Capital Markets and Transaction Banking goals
Deliver tailored treasury solutions that address the evolving needs of financial institutions, including complex cash management, liquidity optimization, and corporate card programs
Identify and act on opportunities for revenue growth, cost reduction, and capital efficiency
Collaborate with product and service teams to ensure timely and effective solution delivery
Provide exemplary client coverage, fostering long-term relationships and driving client advocacy
Lead cross-sell initiatives and sustained coverage activities to increase share of wallet and market penetration
Serve as a strategic advisor to clients, interpreting their business needs and delivering customized, high-impact solutions
Ensure client satisfaction through proactive engagement and issue resolution
Represent BMO at industry forums, conferences, and client events to promote thought leadership and market presence
Act as a liaison between FIG clients and TPS Product teams to inform product development and identify innovation opportunities
Monitor market trends, regulatory developments, and competitive dynamics to maintain BMO’s leadership position in the FIG segment
Partner with internal stakeholders across lines of business to ensure coordinated client coverage and solution delivery
Influence the strategic direction of TPS within FIG, contributing to transformation and growth initiatives
Support junior team members through coaching, mentoring, and knowledge sharing
Promote a high-performance culture and foster collaboration across teams
Drive execution of business plans and performance targets for TPS within FIG
Ensure operational excellence in deal execution, client onboarding, and service delivery
Continuously assess and improve work processes to enhance efficiency and effectiveness
Contribute to the development of analytics and reporting frameworks to support data-driven decision-making
Deliver high-quality client experiences that build trust and loyalty
Lead strategic client engagements and complex deal structuring efforts
Identify and address client needs proactively, bringing in partners as needed to deliver a full BMO experience
Elevate BMO’s brand and reputation in the FIG segment through strategic client wins and market visibility
Provide insights and recommendations to senior leadership based on market intelligence and client feedback
Champion innovation and transformation within TPS and FIG coverage
Qualification
Required
Minimum 7+ years of experience in Treasury & Payment Solutions, Corporate or Investment Banking, or Financial Institutions coverage
Proven expertise in structuring and negotiating complex cash management, liquidity, and card solutions
Strong analytical, communication, and influence skills
Demonstrated ability to manage ambiguity and drive results in a dynamic, cross-functional environment
Post-secondary degree in a related field or equivalent experience
Deep understanding of the financial institutions sector, including banking, insurance, asset management, or fintech
Experience delivering treasury solutions to regulated financial entities with complex operational and compliance needs
Familiarity with global transaction banking trends, regulatory frameworks, and competitive dynamics within the FIG segment
Demonstrated success in building strategic partnerships and expanding wallet share within institutional client portfolios
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
H1B Sponsorship
BMO 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 (7)
2024 (2)
2023 (6)
2022 (4)
2021 (2)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
MarketScreener
2026-01-06
2025-12-24
2025-12-18
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