BMO · 2 hours ago
Managing Director & Co-head of Global Rates Vol and Structured Notes
New York, NY, USA
Full-time
Onsite
Senior Level, Lead/Staff
$350K/yr - $350K/yr
9+ years expBMO is a leading financial institution offering a wide range of financial services. The Managing Director & Co-head of Global Rates Vol and Structured Notes will provide sales and trading solutions, manage client relationships, and drive profitability while ensuring compliance with regulatory standards.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
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
Contributes to growing / elevating the BMO and BMO Capital Market brand with a commitment to and presence in the community
Operates as key member of the deal team with efforts to maximize sector penetration and returns
Institutes cross-selling initiatives to increase ranking with client
Uses expertise in financial markets to cultivate relationships with new and existing clients, develop new client relationships and win business
Manages a client book and is accountable for the risk, profit & loss and limits for the book
Supports sales and trading activities with strategies, and market information customized to suit their client’s individual needs; accompanies all staff to assist with client calls, presentations, and seminars
Develops and maintains strong client relationships with decision makers and provides clients with impactful strategic advice
Successfully represents BMO's capabilities with new and existing clients
Recognizes opportunities to cross-sell and to grow share of clients' wallet
Develops marketing ideas and helps initiate transactions through appropriate presentation of financial data
Provides comprehensive account coverage and client development as well as actively prospects new clients to increase revenue the assigned territory
Maintains strong relationships with investors, understands their portfolio, and matches the firm services and products to client needs
Works closely with sales, trading and research teams to provide seamless client coverage including fulfilling client requests for market updates and providing clients with specific product information
Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determine acceptable solutions
Develops and/or facilitates development of client-focused solutions based on financial expertise, organizational, technical, regulatory and environmental client awareness
Distills market and internal data to negotiate solutions, terms and conditions with clients / internal counterparts
Identifies and delivers on opportunities to improve the client experience; brings in partners where appropriate; delivers a full BMO experience
Verifies that all confirms on trades or sales are accurate and promptly delivered
Communicates transaction details to the brokerage community and custodians. Resolves settlement issues related to incorrect billing
Provides strategic input into business decisions as a trusted advisor
Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations
Reads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needs
Maintains a future-oriented focus, possesses organizational, industry, and competitive knowledge and effects business results and through innovative practices
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution
Develops and leverages relationships across businesses, senior leaders and clients to foster and support coordination
Ensures alignment between stakeholders
Cultivates strong relationships with the research team in order to understand their industries and stock coverage
Uses analytical skills (probability, statistical inference, etc.) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables
Defines problems, collects data, establishes facts, and draws valid conclusions
Develops an understanding of and proficiency in using all required systems and models
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives
Assists colleagues in the research and resolution of administrative/operational issues
Understands the complexity of transactions and related risk (credit, market, operational, legal / compliance, etc.)
Helps colleagues with the presentation of information and prepares proposals for their review
Maintains and develops knowledge of client systems/applications and the internal web-based research document database
Executes orders for purchase or sales of securities or completes transaction independently if brokerage firm is market maker in requested transaction. All transactions must be recorded accurately and frequently reviewed for accuracy
Receives and reviews all transactions to ensure accuracy and that transactions conform to the regulations of SEC, NASD, and other regulatory agencies
Tracks supply and demand and evaluates market development
Operates within position and loss limits as prudent management of the Bank’s exposure
Manages risk related to pricing and sales/trading of the book
Manages firm’s risk and takes action to reduce exposure in developing and delivering client strategies including the development of hedging and trading strategies
Balances the Bank's risk appetite with the client needs in making recommendations/proposal
Identifies and acts on the delivery of meaningful revenue, cost reduction or capital optimization opportunities
Makes decisions based on a strong understanding of risks; effectively evaluates risk-return trade-offs, and proactively takes accountability for risks assumed
Reviews external trading commentary and develops media sources for updating market conditions
Acts in a leadership role to drive improved efficiency and effectiveness
Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures
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
Degree in Accounting/Economics/Mathematics/Statistics, CFA preferred
Thorough knowledge of capital markets, pricing, and trading/hedging strategies and familiarity with a variety of the field's concepts, practices and procedures
Strong understanding of trading procedures and broader regulatory and financial concepts
Series 7, 63, and 55 licenses required
Strong quantitative analysis, technology and financial analysis skills
Strong risk management skills, fundamental analysis skills and leadership abilities
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