Managing Director & Team Lead, Sponsor Finance

BMO Financial Group; Toronto; On-site; CAD 103,000 - 193,000; Full time

Job summary

A leading financial institution seeks a seasoned professional to facilitate credit decisions and enhance client service. This role involves strategic business development, team collaboration, and adherence to compliance standards. The ideal candidate will have extensive experience and a strong analytical background to drive organizational effectiveness and client satisfaction.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• Typically 9+ years of relevant experience.
• Seasoned expert with extensive industry knowledge.
• Technical leader viewed as a thought leader for innovation.

Responsibilities

• Facilitates decisioning and analysis of credit information.
• Leads and executes business development plans.
• Provides accurate financial analysis and risk assessment.

Skills

Analytical and problem solving skills

Influence skills

Collaboration & team skills

Data driven decision making

Education

Post-secondary degree in related field

Job description

Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.

• 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.
• Provides professionally packaged advice and solutions to corporate clients and prospects to fulfill client needs and generate revenue for BMO.
• Leads and executes business development plans to that business goals are achieved or exceeded.
• Creates and sustains consistent superior service to customers/clients and prospects.
• Develops an expert understanding of business/group challenges.
• Networks with industry contacts to gather competitive insights and best practices.
• Recommends measures to improve organizational effectiveness.
• May consult to or serve on various committees and task forces.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Partners with internal stakeholder to develop consistent and appropriate customer presentations, craft detailed correspondence, presentations and proposals.
• Ensures alignment between stakeholders.
• Develops and applies the framework for databases; oversees database management in adherence with data governance standards.
• Monitors and tracks performance, and addresses any issues.
• Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
• Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
• Identifies issues, gaps and process improvements through open communication and through the monitoring of productivity against benchmarks.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Provides accurate financial analysis and risk assessment of new and existing customers.
• Partners with internal stakeholders for accurate, detailed client information.
• Develops credit information to make lending decisions on new, renewal and extension loans.
• Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
• Prepares summary, present facts and offer opinions concerning credit worthiness.
• Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
• Provides input into the planning and implementation of operational programs.
• Builds effective relationships with internal/external stakeholders.
• Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
• Influences how teams/groups work together.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
• Communicates abstract concepts in simple terms.
• Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
• Anticipates trends and responds by implementing appropriate changes.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Seasoned expert with extensive industry knowledge.
• Technical leader viewed as a thought leader for innovation.
• Analytical and problem solving skills - Expert.
• Influence skills - Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - Expert.
• Able to manage ambiguity.

Application Deadline:

06/03/2025

Address:

100 King Street West

Job Family Group:

Commercial Sales & Service

Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.

• 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.
• Provides professionally packaged advice and solutions to corporate clients and prospects to fulfill client needs and generate revenue for BMO.
• Leads and executes business development plans to that business goals are achieved or exceeded.
• Creates and sustains consistent superior service to customers/clients and prospects.
• Develops an expert understanding of business/group challenges.
• Networks with industry contacts to gather competitive insights and best practices.
• Recommends measures to improve organizational effectiveness.
• May consult to or serve on various committees and task forces.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Partners with internal stakeholder to develop consistent and appropriate customer presentations, craft detailed correspondence, presentations and proposals.
• Ensures alignment between stakeholders.
• Develops and applies the framework for databases; oversees database management in adherence with data governance standards.
• Monitors and tracks performance, and addresses any issues.
• Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
• Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
• Identifies issues, gaps and process improvements through open communication and through the monitoring of productivity against benchmarks.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Provides accurate financial analysis and risk assessment of new and existing customers.
• Partners with internal stakeholders for accurate, detailed client information.
• Develops credit information to make lending decisions on new, renewal and extension loans.
• Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
• Prepares summary, present facts and offer opinions concerning credit worthiness.
• Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
• Provides input into the planning and implementation of operational programs.
• Builds effective relationships with internal/external stakeholders.
• Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
• Influences how teams/groups work together.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
• Communicates abstract concepts in simple terms.
• Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
• Anticipates trends and responds by implementing appropriate changes.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Seasoned expert with extensive industry knowledge.
• Technical leader viewed as a thought leader for innovation.
• Verbal & written communication skills - Expert.
• Analytical and problem solving skills - Expert.
• Influence skills - Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - Expert.
• Able to manage ambiguity.
• Data driven decision making - Expert.

Salary :

$103,500.00 - $192,500.00

Pay Type:

Salaried

The 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-Rewards

About Us

At 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.

About the company

The Bank of Montreal is a Canadian multinational investment bank and financial services company.