Manager / Senior Manager Investment services & Asset Management
7 days ago
Apply locations Montreal, QC, CAN time type Full time posted on Posted Yesterday job requisition id R
Application Deadline:
Commercial Sales & Service Business Property Finance team focuses on alternate real estate sectors. Sectors covered include Seniors Housing, Hotels, Student Housing, Storage, Film Studio finance, data centers and parking.
The role involves managing a large and complex portfolio of clients with portfolio size $700 million in loans and over $10 million in revenue.
Portfolio management includes both credit management and sales.Director is responsible for leading a 2-person team, which includes a dedicated associate and is involved in both underwriting credit and sales.
Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Leads and executes business development plans to that business goals are achieved or exceeded.
Provides clients strategic input into business decisions as a trusted advisor.
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 and sector expert on relevant regulations and policies.
Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
Conducts independent analysis and assessment to resolve strategic issues.Develops the business case by identifying needs, analyzing potential options and assessing expected return on investment.
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
Networks with industry contacts to gain competitive insights and best practices.
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Manages the risk of the assigned complex portfolio in a timely and precise manner.Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.
assesses and adapts as needed to ensure quality of execution.
Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
Gathers data to advance sale process and completes all required documentation.Tracks implementation requests to keep the process on track with timelines.
Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Maintains current client information on Bank system/files to ensure client history is accurate and complete.
Ensures accurate billing to clients.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Implements changes in response to shifting trends.
Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
Demonstrated history of successful business development, including ability to network in external marketsDemonstrated knowledge of relevant industry verticals and market's competitive environment
Experience in contact negotiations with both clients and legal counsel
Risk Management - In-depth
Sales and Service Management –In-depth
Relationship Management - In-depth
Conflict Management & Resolution –In-depth
Resource Planning – Working
Business Acumen – In-depth
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.
Salaries for part-time roles will be pro-rated based on number of hours regularly worked.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.
BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We're here to helpBoldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
We strive to help you make an impact from day one – for yourself and our customers.
We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.
From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
Accommodations are available on request for candidates taking part in all aspects of the selection process. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property.A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Director, Media Financelocations Montreal, QC, CAN time type Full time posted on Posted 7 Days Ago Regional Director Lending - BMO Private Wealth
locations Montreal, QC, CAN time type Full time posted on Posted 2 Days Ago Senior Director
locations Montreal, QC, CAN time type Full time posted on Posted 12 Days Ago BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life.
Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.
We're proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.
In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows.
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