BMO U.S.

Director

• Facilitate growth for the Bank through business development and management of key client relationships; maintain an outstanding record of meaningful revenue generation.
• Build and maintain long-term relationships with high-value and strategic clients, serving as a trusted advisor to executive teams and key decision makers.
• Drive client planning and share-of-wallet expansion by coordinating the right product partners and delivering integrated solutions.
• Lead market coverage strategy for assigned subsectors/segments; identify new opportunities through market insights, competitor awareness, and proactive origination efforts.
• Maintain strong connectivity with financial sponsors, private equity firms, and institutional investors active in Media & Entertainment, supporting sponsor‑led transactions and syndicated financings.
• Work closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
• Lead the structuring of high-value, complex transactions and coordinate deal teams to execute efficiently and with strong client experience.
• Apply deep expertise in media‑specific credit structures, including IP‑backed cash flows, content libraries, distribution contracts, project‑based financing, and event‑driven revenue streams.
• Partner closely with MEIG’s underwriting/portfolio teams on diligence, modeling approach, and approval strategy to drive high-quality credit outcomes.
• Negotiate commercial terms and support documentation processes with internal partners and external counsel, as appropriate.
• Act as an escalation point for complex client matters; apply strategic problem-solving to resolve issues while maintaining strong client relationships.
• Manage a high-value client portfolio to drive cross-selling, retention, profitability, and disciplined returns.
• Leverage analysis and planning tools to ensure the portfolio exceeds ROE thresholds and evaluate client returns proactively.
• Maintain strong awareness of portfolio performance and emerging risks; coordinate early actions and solutions with credit/portfolio stakeholders.
• Represent the Bank at relevant industry forums and conferences; translate insights on trends, competition, and emerging products into actionable client strategies.
• Build MEIG’s brand through selective external engagement with industry executives, sponsors, banks, advisors, and other centers of influence.
• Influence how teams work together by fostering strong internal networks and collaborating across multiple groups to achieve business objectives.

Managing Director – Media & Entertainment Industries Group

Network Operations

• Leadership over the Network Operations Centre supporting Canada, US and International Network Services.
• Responsible for Monitoring, service restoration, and day-to-day Network Operations activities.
• Manages 7/24/365 network operations to run the mission-critical systems for the company.
• Provides Help/Service Desk support and coordinates Incident Management.

Director of Network Operations

Data Engineer

• Focus on the technical design, development, enhancement, testing, debugging and maintenance of Cloud applications
• Maintain applications and infrastructure for cloud-based platforms
• Support the creation of strategies to enhance the performance of existing cloud technologies
• Provides specialized consulting, analytical and technical support
• Works independently and regularly handles non-routine situations

Data Engineer, AWS

Account Manager

• Delivers an exceptional customer experience for a defined portfolio of high risk borrowing accounts by applying expertise to reduce the Bank’s loss exposure and manage risks
• Advises internal and external stakeholders on complex, high-risk credit risk transactions and mitigation strategies
• Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures
• Works with stakeholders to deepen relationships and grow the overall profitability of the portfolio
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs
• Provides advice and guidance to assigned business/group on implementation of solutions
• Monitors the financial and risk performance of account portfolio; performs financial and risk analysis of customer and account information to provide insights and recommendations on how to improve quality, liquidity and Bank’s security position
• Documents decisions on credit transactions with rationale that can be understood and explained to customers
• Identifies and advises on terms, conditions and collateral requirements for the transaction decision as well as alternative solutions
• Keeps abreast of economic and market developments within the portfolio to inform decision making and credit risk policies
• Maintains and enhances knowledge around lending issues, including loan structure, collateral, foreclosure, bankruptcy and the various regulations that directly impact the Bank
• Provides credit risk coaching and advice to sales & service employees to increase awareness of risk, policy, and knowledge of structuring transactions
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
• Builds effective relationships with internal/external stakeholders; includes legal and insolvency professionals and other consultants/advisors in the commercial business community
• Gathers and formats data into regular and ad-hoc reports, and dashboards
• Monitors and tracks performance and addresses any issues
• Provides input into the planning and implementation of operational programs
• Executes work to deliver timely, accurate, and efficient service
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus
• Exercises judgment to identify, diagnose, and solve problems within given rules
• Works independently on a range of complex tasks, which may include unique situations
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Analyst, Special Account Management Unit

Bilingual

• Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects
• Advises customers on wealth and investment strategies and products that meet customer’s objectives
• Fulfills sales and service activities for the customer in accordance with approved procedures
• Identifies and makes referrals to other business groups as needed
• May make outbound calls to customers
• Enhances customer experience by providing products that meet investment needs
• Stays abreast of consumer needs, industry trends, and best practices
• Provides professional quality sales and service for customer and prospect inquiries, issues, and requests
• Probes to understand customer needs and advises them through their unique investment needs
• Achieves sales targets with a focus on relevant investment products
• Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups

Mutual Funds Representative, Bilingual

Product Designer

• Lead innovation and design initiatives aligned to Platform Engineering priorities, from problem framing through conceptualization, prototyping, validation and delivery.
• Apply design thinking and human-centered design principles to large-scale platform and infrastructure challenges.
• Partner with platform, infrastructure, cloud, and application teams to shape modern, resilient and scalable platform solutions.
• Drive platform modernization initiatives, including architectural evolution, tooling improvements and experience-focused platform design.
• Facilitate technical discovery sessions, and vendor led information workshops with cross-functional stakeholders.
• Leverage deep understanding of enterprise compute, virtualization and platform ecosystems to inform solution design.
• Develop and deliver executive-ready presentations, clearly articulating problem statements, options, trade-offs, risks and recommendations.
• Tailor messaging and materials for executive audiences, translating technical complexity into concise, decision-focused narratives.
• Champion a culture of experimentation, continuous learning and modern platform practices.
• Contribute to the evolution of platform innovation frameworks, reference architectures and design standards.
• Present proposed solution architecture and designs for approval at Architecture Review Boards and Technical Design Review forums.
• Evaluate and evolve platform standards, presenting recommendations to the appropriate review and approval bodies.

Innovation & Design Lead

• Supports relationship management and business development activities for a portfolio of large, complex agricultural clients across Ontario
• Works closely with Senior Directors and internal partners to deliver customized financing solutions
• Manages strategic client relationships with sophisticated agricultural producers and agribusiness clients
• Supports new business origination efforts and assists in executing complex credit structures
• Oversees portfolio management activities, identifies growth opportunities, and contributes to the delivery of the Bank’s full suite of financial solutions
• Partners closely with credit, adjudication, and product teams to support underwriting, transaction execution, and ongoing portfolio monitoring
• Analyzes credit information to support lending decisions and processes
• Makes credit decisions and recommendations in compliance with bank policies and procedures
• Negotiates loan structures and terms that align client requirements with bank risk appetite
• Assesses client repayment capacity using financial models and analytical tools
• Monitors portfolio to identify deteriorating credit conditions and compliance
• Evaluates portfolio performance and recommends capital allocation strategies
• Leads proposal development and delivers presentations

Associate Director, National Accounts – Agriculture

Sales

• Delivers proactive sales support to sales teams and internal partners
• Manages client onboarding administration by processing account opening documentation and related paperwork
• Liaises with clients post-sale to collect outstanding documentation and provide updates
• Partners with RSMs to support sales conversion ensuring all administrative steps are completed quickly
• Reviews documentation for completeness and accuracy
• Coordinates and tracks onboarding progress
• Provides sales support to RSMs and other partners
• Builds and maintains strong relationships with Private Bankers
• Stays current on products, processes, and regulatory requirements
• Contributes to the continuous improvement of processes and procedures
• Assists with preparation of client materials as needed
• Organizes and manages workflow effectively across onboarding files

Regional Sales Manager

• Facilitates growth for the Bank through business development and management of key client relationships.
• Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
• Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
• Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue.
• Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
• Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards.
• Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios.
• Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.

Emerging Middle Market Relationship Manager – Vice President

Security Engineer

• Provides information security consulting services for BMO overall and businesses/groups.
• Liaises with stakeholders to understand problems and opportunities and enables BMO to meet its goals by understanding business vision, objectives and KPIs
• Facilitates discussions and follows a disciplined approach to plan, elicit, analyse, document, communicate and manage initiatives and issues with stakeholders by applying a variety of elicitation techniques to probe, challenge and understand associated risks.
• Develops and champions information security best practices, including staying abreast of industry information security and business trends through benchmarking and/or participation in professional associations.
• Tracks metrics and milestones, providing recommendations for resolution and escalating as appropriate when issues arise.
• Creates professional presentations and deliver them in a meaningful concise way.

Penetration Testing Consultant

Financial Planning and Analysis

• Involved in investment selection, due diligence, and monitoring of hedge fund managers
• Identify new hedge fund managers and investment strategies through networking
• Perform qualitative and quantitative analysis on prospective funds
• Actively monitor existing hedge fund managers
• Assist with client portfolios and participate in client meetings
• Work with internal partners to build hedge fund platform

Investment Research Specialist III

• Supports the branch and/or region in achieving business objectives by providing effective operational support
• Fosters a culture aligned to BMO purpose, values and strategy
• Ensures alignment between values and behaviour that fosters diversity and inclusion
• Regularly connects work to BMO’s purpose
• Builds interdependent teams that collaborate across functional and operating groups
• Attracts, retains, and enables the career development of top talent
• Improves team performance, recognizes and rewards performance
• Provides ongoing operations expertise to assigned branch/portfolio
• Acts as a designee for the branch manager on compliance objectives
• Provides ongoing compliance education to assigned branch/portfolio
• Provides support and guidance to branch staff members on compliance and operational issues
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
• Helps determine business priorities and best sequence for execution of business/group strategy
• Conducts independent analysis and assessment to resolve strategic issues
• Coordinates and executes specific activities for the implementation of strategic initiatives

Regional Administrative Manager

• Support development and presentation of treasury solutions for TPS clients.
• Assist with sales activities including proposals, pricing, and pipeline management.
• Analyze financial, company, and industry data to determine the needs of the client for proper structuring of the Bank's Treasury products and services.
• Collaborate with Service and Onboarding teams to ensure smooth client implementation experience and service resolution.
• Maintain accurate records and reporting to track performance and client activity on Salesforce alongside aligned Treasury Consultant.
• Attends industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies.
• Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.

Treasury Advisor – Sponsor Finance

Consultant

• Manage and grow a portfolio of public sector clients by identifying treasury needs and delivering tailored solutions.
• Achieve/exceed key objectives and goals for sales production, new relationships, cross-selling and portfolio growth.
• Partner with Relationship Managers to deepen existing customer relationships and convert prospective clients through strategic account planning and joint calling.
• Develop proposals, pricing strategies, and presentations to support new business opportunities and deepen TPS relationships.
• Regularly call on clients to conduct business reviews, address issues, and provide insights on liquidity management, payment optimization, and risk mitigation strategies.
• Analyze financial, company, and industry data to determine the needs of the client for proper structuring of the Bank's Treasury products and services.
• Partner with Service and Onboarding teams to ensure seamless client implementations and ongoing support.
• Monitor portfolio performance, analyze data, and provide insights to drive client success.
• Maintain accurate records and reporting to track performance and client activity on Salesforce.
• Ensure adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
• Attend industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies.

Treasury Consultant – Institutional Markets

• Provides a superior level of customer service and portfolio management in lending services for clients
• Applies lending expertise to a lending and deposit portfolio
• Manages the preparation of new lending proposals or presentations to clients
• Ensures new business meets policy and procedures requirements
• Provides advice and support for unique and complex credit transactions
• Identifies cross-selling opportunities to increase client penetration
• Negotiates directly with clients on new and existing opportunities
• Works directly with clients in the event of deteriorating credit situations
• Monitors and tracks performance, and addresses any issues
• Leads change management programs of varying scope