Regional Director, Private Wealth Partnerships
BMO U.S.
full-time
Posted on:
Location Type: Office
Location: Calgary • 🇨🇦 Canada
Visit company websiteSalary
💰 $110,500 - $192,500 per year
Job Level
Lead
About the role
- Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience.
- Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the client’s specific financial planning needs.
- Coordinates and integrated team of subject matter experts to craft and execute creative solutions for the client.
- Monitors performance results at the regional, market and professional level; develops action plans to resolve gaps.
- Develops and executes the business development strategy, sales targets and the sales results for the assigned region.
- Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
- Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan.
- Addresses escalated sales or relationship management issues to ensure the retention of the business and provides the necessary strategic thinking to resolve the issue for the benefit of the client and the business relationship.
- Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
- Develops an expert understanding of business/group challenges.
- Networks with industry contacts to gather competitive insights and best practices.
Requirements
- Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
- MBA certification preferred
- Experience dealing with HNW clients and equivalent knowledge base
- Certified Financial Planner is preferred
- Expert knowledge of all facets of wealth management
- Expert knowledge of Bank products, services and capabilities
- In-depth knowledge of the regulatory environment
- Seasoned expert with extensive industry knowledge
Benefits
- health insurance
- tuition reimbursement
- accident and life insurance
- retirement savings plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
wealth managementfinancial planningbusiness development strategysales targetsperformance monitoringstrategic thinkingclient relationship managementproblem resolutionnetworkingcompetitive analysis
Soft skills
advisory salesrelationship managementclient experiencecollaborationcommunicationtrust buildingstrategic initiative implementationproactive deliverycreativityleadership
Certifications
MBACertified Financial Planner