Strategic Asset Management Director

1 day ago


Toronto, Ontario, Canada Bank of Montreal Full time
About BMO Capital Markets

We are a leading, full-service financial services provider, offering corporate and investment banking, treasury management, as well as research and advisory services to clients globally.

Job Summary

The Strategic Asset Management Director is responsible for overseeing people management accountabilities, including goal-setting, performance reviews, and career development. The role also involves operational management, ensuring COB roles and processes are well-defined, and handling escalations while maintaining quality management.

Key Responsibilities
  • Ensure receipt of approvals/authorizations in accordance with policies and regulatory requirements.
  • Manage and monitor a complex portfolio of work representing significant revenue generation.
  • Contribute to customer retention by efficiently managing requests to add more products.
  • Contribute to the mitigation of reputational risk and financial loss by ensuring compliance with Bank policies and regulatory requirements.
Requirements
  • An undergraduate degree in Finance, International Business, Operations, Business, Law, or Technology; a Master's degree, CFA, or CPA would be an asset.
  • 5+ years of relevant experience in a Capital Markets support role.
  • Strong knowledge of trading products across Global Markets and Investment & Corporate Banking products.
  • Working knowledge of regulations, including CIRO, FINRA, FATCA/CRS, Dodd-Frank, SEC Security-Based Swaps, Canadian Trade Reporting, and NI 93-101.
Compensation and Benefits

This role operates in a high-stress regulatory environment with constantly changing expectations. Our 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. Salary: $140,000 CAD per year.



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