Managing Director & Team Lead, CB FIG – Specialty Finance

BMO; Toronto; On-site; CAD 225,000; Full time

Job summary

An established industry player is seeking a Managing Director & Team Lead for Specialty Finance. This pivotal role involves overseeing corporate lending transactions and fostering strong client relationships. The ideal candidate will have extensive experience in investment banking, exceptional analytical skills, and a passion for team development. Join a dynamic environment where your leadership will drive business success and enhance client engagement. This role not only focuses on financial expertise but also emphasizes the importance of diversity and inclusion in the workplace, making it an exciting opportunity for those looking to make a significant impact.

Qualifications

• 9+ years of experience in investment banking and corporate lending.
• Strong knowledge of lending policies and financial products.

Responsibilities

• Lead deal origination and develop client relationships.
• Ensure compliance with policies and manage risk.

Skills

Investment Banking

Financial Transaction Structuring

Corporate Lending

Analytical Skills

Communication Skills

Leadership

Education

Post-secondary degree in Finance

MBA

CFA

Job description

Managing Director & Team Lead, CB FIG – Specialty Finance

Join to apply for the Managing Director & Team Lead, CB FIG – Specialty Finance role at BMO

This role supports the origination and structuring of corporate lending transactions, coordinating with other products as part of a larger coverage team that maintains strong client relationships. Responsibilities include providing lending expertise across sectors, establishing credit facilities, facilitating credit approvals for Trade Finance products, and cross-selling various Corporate Banking products to BMO Capital Market clients. The position also involves ongoing management of the lending portfolio.

Key Responsibilities:

1. Foster a culture aligned with BMO's purpose, values, and strategy, demonstrating BMO values and behaviors.
2. Ensure diversity and inclusion are integrated into team practices.
3. Set inspirational goals, define clear outcomes, and ensure accountability.
4. Build collaborative, high-performing teams across functions.
5. Attract, retain, and develop top talent.
6. Improve team performance, recognize achievements, coach, and manage performance issues.
7. Win new business and develop client relationships, generating revenue and cross-selling bank products.
8. Oversee deal origination and lead pitch efforts to maximize sector penetration and returns.
9. Monitor industry and regulatory changes affecting clients.
10. Prepare credit documentation and develop financial models and analyses.
11. Use financial expertise to build client relationships and provide strategic advice.
12. Develop and maintain strong relationships with decision-makers and stakeholders.
13. Lead strategic initiatives, resource management, and execution to meet business goals.
14. Ensure compliance with policies, manage risk, and drive process improvements.
15. Represent the bank in industry groups and foster internal and external networks.
16. Communicate complex concepts clearly and influence teams and clients.
17. Identify emerging trends and adapt strategies accordingly.

Qualifications:

• Typically 9+ years of relevant experience with a post-secondary degree in finance, economics, or accounting; MBA or CFA preferred.
• Minimum of 10 years in investment banking, financial transaction structuring, and corporate lending.
• Experience in the Business Services Sector is highly desirable.
• Strong knowledge of lending policies, financial products, and industry regulations.
• Leadership experience in change management and team development.
• Exceptional analytical, communication, and influence skills.
• Ability to manage ambiguity and make data-driven decisions.

Expected Base Salary: 225,000.00 CAD

For more details on benefits and the company, visit BMO Careers.

BMO is committed to diversity and inclusion. Accommodations are available upon request during the recruitment process.