Regional Director, Trust

1 month ago


Calgary, Alberta, Canada BMO Full time

Job Overview

We are seeking a highly skilled and experienced Regional Director, Trust to join our team at BMO. This role will be responsible for leading a team of trust professionals to provide high-quality administration, relationship management, and sales to Trust & Estate clients.

Key Responsibilities

  • Lead a team of trust professionals to deliver exceptional client service and achieve business objectives.
  • Develop and implement strategies to grow existing relationships and develop new business opportunities.
  • Provide leadership and technical expertise for all aspects of Trust & Estate account management and administration.
  • Ensure compliance with regulatory requirements and internal policies.
  • Collaborate with internal stakeholders to achieve business objectives and improve operational efficiency.
  • Develop and manage budgets and financial plans to achieve business objectives.
  • Identify and mitigate risks associated with Trust & Estate business.
  • Stay up-to-date with industry trends and developments to ensure the team remains competitive and compliant.

Requirements

  • 9+ years of relevant experience in trust administration and management.
  • Post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • Professional certifications and/or advanced degrees preferred.
  • Expert knowledge and technical proficiency related to private wealth management strategies, issues, and trends.
  • Broad and diverse background in the financial services industry and expert knowledge of banking services for high net worth markets.
  • Expert knowledge of all applicable compliance and industry regulations.

What We Offer

BMO offers a competitive salary range of $103,500.00 - $192,500.00, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

How to Apply

If you are a motivated and experienced professional looking for a challenging and rewarding role, please submit your application, including your resume and cover letter, to [insert contact information].


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