Institutional Sales
FinStrat Management, Inc.
Private Wealth Advisor – Director
BMO U.S.
full-time
Posted on:
Origin: • 🇺🇸 United States • California
Visit company websiteSalary
💰 $112,200 - $209,000 per year
Job Level
Lead
About the role
- Provide advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships
- Demonstrate understanding and care for clients through proactive delivery of holistic advice and solutions
- Coordinate an integrated team of subject matter experts to craft and execute client solutions
- Develop and execute business development strategy, sales targets and sales results for assigned region
- Develop internal and external networks and referral sources; enhance market presence with integrated business development plans
- Act as primary Relationship Manager for assigned client relationships; lead annual client reviews and produce client reports
- Lead/assist with creation of business proposals, relationship plans, financial plans and client presentations
- Identify client needs and facilitate resolution of client issues; introduce subject matter experts to clients
- Share wealth solutions expertise and product knowledge across regional team
- Manage resources and lead execution of strategic initiatives to deliver business and financial goals; recommend priorities and roadmaps
- Conduct independent analysis and assessment to resolve strategic issues and provide insights and recommendations
- Build effective relationships with internal/external stakeholders and ensure alignment across banking, trust and investment disciplines
- Monitor and track performance; design and produce regular and ad-hoc reports and dashboards
- Lead or participate in change management activities, communication plans, and operational program execution
- Oversee design, development, and implementation of tools and training required to deliver business results
- Design, implement and manage core business/group processes and programs
- Follow risk and compliance processes and policies to safeguard customers’ assets and maintain privacy
- Operate at group/enterprise-wide level as a specialist resource to senior leaders and stakeholders
Requirements
- Typically 7+ years of relevant experience
- Post-secondary degree in related field of study or an equivalent combination of education and experience
- MBA certification preferred
- Certified Financial Planner is preferred
- Experience dealing with HNW clients and equivalent knowledge base
- Broad knowledge of all facets of wealth management
- In-depth / expert knowledge of Bank products, services and capabilities
- 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
- Knowledge of relevant regulations and policies and compliance processes
