BMO · 5 hours ago
Managing Director
Madison, WI, USA
Full-time
Onsite
Senior Level, Lead/Staff
$123K/yr - $214K/yr
9+ years expBMO Bank N.A. is dedicated to creating lasting, positive change for customers, communities, and employees. The Managing Director will develop and manage profitable banking relationships with high-net-worth clients, while leading a team to deliver expert service and personalized solutions to meet complex financial needs.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects
Assists in the design, development and delivery of solutions that meet the client’s complex balance sheet management needs while providing expert service and highly personalized interaction
Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank’s risk tolerance
Works collaboratively in the branch and regional teams to identify and make referrals
Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do
Ensures alignment between values and behaviour that fosters diversity and inclusion
Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through
Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders
Attracts, retains, and enables the career development of top talent
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance
Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace
Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio
Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor
Develops relationship with client’s professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs
Leads a deal team to meet client needs when acting as the lead relationship manager
Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client’s banking needs
Plays a leadership role in developing banking expertise across the group to deliver the overall desired client experience
Demonstrates an in-depth understanding of the financial planning/advisory approach utilized in managing client relationships
Demonstrates an in-depth understanding of the credit risks associated with lending to the client base to manage the risks of the loan portfolio
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group
Identifies emerging issues and trends to inform decision-making
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution
Partners with the leadership team on strategic direction and complex line-of-business projects
Conducts independent analysis and assessment to resolve strategic issues
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Acts as the prime subject matter expert for internal/external stakeholders
Builds effective relationships with internal/external stakeholders
Ensures alignment between stakeholders
Breaks down strategic problems, and analyses data and information to provide insights and recommendations
Monitors and tracks performance and addresses any issues
Develops and negotiates complex credit strategies, ensuring appropriate remuneration
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution
Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes
Ensures high quality of information obtained to support decisions
Contributes to the assigned portfolio’s profitability through expense control and profitable pricing practices for products and services
Negotiates appropriate pricing using discretion where required to build a profitable portfolio
Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations
Applies financial planning skills and concepts against each client’s personal and financial situation
Acts as an ambassador to enhance BMO’s reputation in the market
Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities
Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements
Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews
Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines
Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines
Performs sales and service support activities to meet client needs and maintain overall service levels
Develops rapport and instills confidence with the client to develop credibility and earn their trust
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
Required
Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled
Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures
Expert leadership and people management skills
Expert negotiation skills
Proven track record in developing and growing a profitable financial or related client service business
Significant technical expertise in the areas of financial planning, banking products and services
Broad and diverse background of the financial service industry and expert knowledge of the banking, and personal and commercial credit disciplines
Seasoned expert with extensive industry knowledge
Technical leader viewed as a thought leader for innovation
Verbal & written communication skills - Expert
Analytical and problem solving skills - Expert
Influence skills - Expert
Collaboration & team skills; with a focus on cross-group collaboration - Expert
Able to manage ambiguity
Data driven decision making - Expert
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
2026-01-20
MarketScreener
2026-01-06
Company data provided by crunchbase