Relationship manager

BMO Financial Group; Vancouver; On-site; CAD 84,000 - 156,000; Full time

Job summary

An established industry player is seeking a dynamic individual to drive business growth through strategic sales and client relationship management. This role involves leading business development initiatives, providing expert advice to senior leaders, and managing complex client portfolios. With a focus on revenue generation and compliance, you'll collaborate with industry contacts to implement innovative solutions and ensure operational excellence. Join a company committed to inclusivity and professional growth, where your contributions will make a significant impact on the community and clients alike.

Qualifications

• Typically 7+ years of experience with a relevant post-secondary degree.
• Strong business acumen, financial understanding, and strategic thinking.

Responsibilities

• Leads and executes business development plans to achieve or exceed business goals.
• Advises on sales strategy based on a deep understanding of the market.
• Manages portfolio risks promptly and accurately.

Skills

Business Development

Networking Skills

Sales Strategies

Risk Management

Analytical Skills

Communication Skills

Strategic Thinking

Education

Relevant Post-Secondary Degree

Job description

Application Deadline:

06/29/2025

Address:

595 Burrard Street

Job Family Group:

Commercial Sales & Service

Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

1. Leads and executes business development plans to achieve or exceed business goals.
2. Provides strategic input into business decisions as a trusted advisor.
3. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
4. Acts as a subject matter expert on relevant regulations and policies.
5. Advises on sales strategy based on a deep understanding of the market, industry verticals, competitors, client needs, and growth opportunities.
6. Conducts independent analysis to resolve strategic issues.
7. Develops business cases by identifying needs, analyzing options, and assessing ROI.
8. Recommends business priorities, resource requirements, and develops strategic roadmaps.
9. Networks with industry contacts for insights and best practices.
10. Coordinates database management, ensuring data alignment with governance standards.
11. Leads change management programs, including assessments, planning, stakeholder management, and evaluation.
12. Manages portfolio risks promptly and accurately.
13. Oversees review processes, reports, and exception resolutions.
14. Maintains documentation and ensures policy compliance.
15. Leads operational program execution, ensuring quality and adaptability.
16. Acts as daily sales contact for client inquiries.
17. Gathers data and completes documentation for sales processes.
18. Supports pre-sales activities like pitch preparation and client research.
19. Tracks implementation requests and internal reports, recommending improvements.
20. Prepares client information packages and provides research support.
21. Ensures seamless sales and service administration.
22. Maintains accurate client records and billing information.
23. Serves as a resource to senior leaders at a group/enterprise level.
24. Addresses complex situations creatively and implements trend-based changes.

Qualifications:

• Typically 7+ years of experience with a relevant post-secondary degree or equivalent.
• Credit qualifications if applicable, with relevant knowledge and skills.
• Successful business development experience, with strong networking skills.
• Knowledge of industry verticals and market environment.
• Experience in negotiations, RFP responses, and sales strategies.
• Deep understanding of risk, sales, relationship management, change leadership, and resource planning.
• Strong business acumen, financial understanding, and strategic thinking.
• Excellent communication, analytical, influence, and collaboration skills.
• Ability to manage ambiguity and make data-driven decisions.

Salary:

$84,000.00 - $156,000.00

Pay Type:

Salaried
The above reflects BMO Financial Group’s pay range and structure, which may vary based on location, skills, experience, and qualifications. Compensation may include incentives, bonuses, and benefits. For more details, visit Total Rewards.

About Us

At BMO, we are driven by a shared Purpose: Boldly Grow the Good in business and life. We aim to create positive change for our customers, communities, and employees. We support your growth and impact from day one with training, coaching, and development opportunities. Learn more at our careers page.

BMO is committed to inclusivity, equity, and accessibility. Accommodations are available upon request. To request accommodations, contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes unless directly from candidates. Resumes sent unsolicited will be considered property of BMO, and no fee will be paid for such placements. Agencies must have a valid contract to submit resumes.