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Senior Manager, Portfolio and Client Services
2 months ago
We are seeking a highly skilled Senior Manager, Portfolio and Client Services to join our team at BMO Financial Group. This is a key leadership role that requires a strong understanding of our business and a proven track record of delivering exceptional results.
Key Responsibilities- Leadership and Strategy
- Develop and execute business development plans to achieve or exceed business goals.
- Provide overall leadership and strategic direction to team; sets context, direction, accountabilities, tasks, and assignments.
- Make recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
- Client Service and Support
- Provides exceptional, daily operational service support to grow the Bank's market share and maximize profitability of client relationships.
- Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions.
- Typically meets client service needs through a pooled call center environment or a dedicated one-on-one relationship with sensitive, complex, and/or top tiered clients.
- Team Management and Development
- 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.
- Operational Excellence
- Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
- Leads and executes business development plans to achieve or exceed business goals.
- Provides overall leadership and strategic direction to team; sets context, direction, accountabilities, tasks, and assignments.
- Communication and Collaboration
- Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
- Creates policies and procedures to deliver quality client service and products while protecting the Banks' interests and managing risk.
- Develops and administers training programs.
- Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- 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.
You're fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.
Salary$84, $156,000.00
Pay TypeSalaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
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. To view more details of our benefits, please visit:
