Managing Director, Corporate Finance Group

BMO U.S.; Edmonton; On-site; CAD 86,000 - 185,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

BMO U.S. is seeking a senior relationship professional in Canada to manage high-value client portfolios, lead complex deals, and coordinate cross-selling across banking products. The role requires extensive experience in relationship/account/portfolio management and a strong credit/ risk perspective.

You will engage senior leaders and collaborate across teams to deliver tailored financial solutions. The position emphasizes strategic advisory, client satisfaction, and adherence to regulatory

Qualifications

• 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar banking environment.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
• If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.

Responsibilities

• Develop and manage long-term relationships with high-value and strategic clients.
• Lead structuring of high-value deals and credit approvals to align with client needs.
• Drive cross-selling, retention and profitability across client portfolios.
• Oversee pricing coordination and negotiations for complex transactions.
• Ensure regulatory compliance and risk controls across relationship management activities.

Skills

Relationship Management

Account Management

Portfolio Management

Project Management

Change Management

People Management

Regulatory Compliance

Negotiation

Customer Relationship Building

Credit Risk Assessment

Education

Bachelor's degree

Business Administration

Finance and Accounting

Job description

Application Deadline:10/12/2026Address:10175 101 Street NWJob Family Group:Commercial Sales & ServiceFacilitates 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.Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.Manages high-value client portfolios, driving cross-selling, retention, and profitability.Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales.Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.Delivers reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.Identifies share of wallet opportunities.Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour that fosters diversity and inclusion.Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.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.Qualifications:10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.Seasoned professional with a combination of education, experience and industry knowledge.Advanced level of proficiency:Project ManagementChange ManagementPeople ManagementExpert level of proficiency:Product KnowledgeRegulatory ComplianceStructuring DealsPortfolio ManagementCredit Risk AssessmentCustomer ServiceStakeholder ManagementNegotiationCustomer Relationship BuildingSalary :$85,500.00 - $185,000.00Pay Type:SalariedThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s 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. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-RewardsAbout UsAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.