Wealth Advisor – Director

BMO U.S.

BMO Wealth Advisor directing HNW and UHNW client relationships across banking, lending, investments, and holistic financial planning. Driving regional growth through business development, cross-selling, and integrated financial solutions.

Posted 8/18/2026full-timeSarasota • Florida • 🇺🇸 United StatesLead💰 $91,800 - $171,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth management, strategic relationship management, and business development, with a strong focus on delivering integrated financial solutions for high-net-worth clients. Proven ability to lead multidisciplinary teams, ensure compliance, and drive client retention through effective communication and problem-solving.

Highest-signal resume keywords

Wealth Management ExpertiseStrategic Relationship ManagementBusiness DevelopmentFinancial PlanningClient Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningWealth Planning StrategiesInvestment PortfoliosCredit FacilitiesMortgagesLiquidity StrategiesData AnalysisRegulatory ComplianceChange ManagementSales Targets

Soft Skills

NetworkingCollaborationProblem SolvingClient ServiceMentoring

Certifications & Qualifications

MBA CertificationCertified Financial Planner

Industry Keywords

High-Net-Worth ClientsUltra-High-Net-Worth ClientsIntegrated BankingInvestmentCreditLendingHolistic Financial PlanningClient ReviewsBusiness Development StrategiesOperational Programs

About the role

Key responsibilities & impact

Serve as the primary relationship manager for high-net-worth and ultra-high-net-worth clients
Deliver integrated banking, investment, credit, lending, and holistic financial planning advice
Coordinate multidisciplinary teams to craft and execute client solutions
Identify growth opportunities, cross-sell, and deepen existing client relationships
Drive complex acquisition strategies through partnerships with Retail, Commercial, and Capital Markets
Develop and execute regional business development strategies, sales targets, and sales results
Build internal and external networks and referral sources
Create business proposals, relationship plans, financial plans, and client reviews
Lead annual client reviews and produce client value and retention reports
Ensure timely execution of transactions and requests
Advise senior leaders on strategy and new initiatives
Serve as a subject matter expert on regulations, policies, wealth solutions, and products
Manage resources and lead strategic initiatives to achieve business and financial goals
Analyze strategic problems, data, and information to provide insights and recommendations
Monitor performance, address issues, and produce regular and ad-hoc reports and dashboards
Build and lead change management plans and activities
Lead operational programs and adapt execution to ensure quality
Mentor junior team members and oversee tools and training implementation
Coordinate all aspects of clients’ financial needs as the central point of contact
Provide credit facilities, mortgages, liquidity strategies, investment portfolios, and wealth planning strategies
Collaborate with tax, trust, and insurance specialists
Ensure regulatory, legal, ethical, and risk-management compliance
Conduct regular reviews of progress toward financial objectives

Requirements

What you’ll need

Typically 7+ years of relevant experience
Post-secondary degree in a related field of study, or equivalent combination of education and experience
MBA certification preferred
Certified Financial Planner 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
Seasoned professional with a combination of education, experience, and industry knowledge
Advanced proficiency in strategic relationship management
Advanced proficiency in networking
Advanced proficiency in business development
Advanced commercial acumen
Advanced proficiency in financial planning
Advanced proficiency in client service
Advanced proficiency in collaboration
Advanced proficiency in customer service
Advanced proficiency in problem solving

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones
Performance-based incentives
Discretionary bonuses
Other perks and rewards
Reasonable accommodations for individuals with disabilities