BMO U.S. · 1 day ago
Private Wealth Advisor
Minneapolis, MN
Full-time
Onsite
Senior Level
$102K/yr - $190K/yr
7+ years expBMO U.S. is committed to creating lasting positive change for their customers and communities. They are seeking a Private Wealth Advisor to provide advisory-based sales and relationship management, focusing on attracting, retaining, and growing client relationships while delivering exceptional client experiences.
Banking
Responsibilities
Develops and executes the business development strategy, sales targets and the sales results for the assigned region
Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction
Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan
Act as the primary Relationship Manager for assigned client relationships
Leads / assists with creation business proposals or presentations (e.g. relationship plans, financial plans and reviews)
Leads Annual Client Review with team members to evaluate changing needs, increase communication with client, and implement the client experience
Produces client reports that demonstrate the value provided and assesses clients at-risk for retention
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group
Acts as a subject matter expert on relevant regulations and policies
May network with industry contacts to gain competitive insights and best practices
Proactively identifies client needs and concerns to diagnose and facilitate resolution of client issues
Introduces subject matter experts to the client
Shares wealth solutions expertise and product knowledge across regional team
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution
Conducts independent analysis and assessment to resolve strategic issues
Acts as the prime subject matter expert for internal/external stakeholders
Builds effective relationships with internal/external stakeholders
Ensures alignment between stakeholders
Bridges banking, trust and investment disciplines together for client communications when the full relationship exists
Breaks down strategic problems, and analyses data and information to provide insights and recommendations
Monitors and tracks performance, and addresses any issues
Designs and produces regular and ad-hoc reports, and dashboards
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives
Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution
Oversees the design, development, and implementation of tools and training required to deliver business results
Leads/participates in the design, implementation and management of core business/group processes
Develops and manages a business/group program
Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required
Uses an advisory-based financial planning approach to manage opportunities and relationships
Supports the achievement of the business plan within the designated territory / region
Collaborates effectively with internal stakeholders to build capability and drive business growth
Meets high-quality service standards to maximize relationship retention and growth
Develops rapport and instills confidence with the client to develop credibility and earn their trust
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements
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
Required
Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
Experience dealing with HNW clients and equivalent knowledge base
Broad knowledge of all facets of wealth management
In-depth / expert knowledge of Bank products, services and capabilities
Seasoned professional with a combination of education, experience and industry knowledge
Verbal & written communication skills - In-depth / Expert
Analytical and problem solving skills - In-depth / Expert
Influence skills - In-depth / Expert
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert
Able to manage ambiguity
Data driven decision making - In-depth / Expert
Preferred
MBA certification preferred
Certified Financial Planner is 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
Company data provided by crunchbase