Senior Director, Wealth Management Solutions

4 weeks ago


Montreal, Quebec, Canada Bank of Montreal Full time

Position Overview:

The Senior Director of Wealth Management Solutions plays a pivotal role in leading a dynamic and entrepreneurial team focused on serving affluent families and their advisors. This position emphasizes the delivery of tailored advisory strategies aimed at expanding and nurturing the BMO Family Office clientele.

Key Responsibilities:

  • Foster collaboration among wealth management professionals to enhance client service delivery.
  • Serve as the primary liaison for the Family Office team, ensuring seamless communication and support.
  • Conduct initial assessments of potential business opportunities in collaboration with relationship managers.
  • Develop and implement strategies to broaden service offerings that align with clients' personal objectives.
  • Utilize expertise to promote the wealth management platform effectively, identifying new market opportunities.
  • Generate and oversee the creation of marketing materials and proposals for prospective clients.
  • Engage in client meetings, contributing to the development of compelling pitch materials.
  • Monitor and track business opportunities to ensure consistent follow-up and execution.
  • Provide guidance on complex client situations, ensuring high-quality service and resolution.
  • Advise senior leadership on strategic initiatives and business decisions based on comprehensive market insights.
  • Lead change management efforts, ensuring effective implementation of new strategies and programs.
  • Conduct thorough analyses to address strategic challenges and recommend actionable solutions.
  • Build and maintain a robust network of internal and external stakeholders to drive business growth.

Qualifications:

  • Minimum of 15 years of relevant experience in wealth management or financial services.
  • Strong understanding of private banking, investment strategies, and estate planning.
  • Proven ability to communicate complex financial concepts effectively to diverse audiences.
  • Bilingual proficiency in English and French is required.
  • Exceptional analytical and problem-solving skills.
  • Ability to build and maintain relationships across various levels of the organization.

Compensation and Benefits:

Competitive salary and commission structure, along with a comprehensive benefits package that includes health insurance, retirement savings plans, and performance-based incentives.

Commitment to Diversity:

BMO is dedicated to fostering an inclusive and equitable workplace, valuing the diverse perspectives of our employees.



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