Business Transition & Advisory Strategist

BMO Financial Group; United States; Remote; USD 100,000 - 186,000; Full time

Job summary

BMO Financial Group is seeking a Business Transition & Advisory Strategist to work with high-net-worth clients on transition events. This role involves advising on strategic alternatives, collaborating with internal partners, and providing thought leadership through various channels. Ideal candidates will have extensive experience in wealth management and a strong educational background, including certifications like CFP or CPA. Join us to empower business owners and families in navigating complex financial decisions.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• Typically 10+ years of relevant experience.
• Broad knowledge of Bank products and services.
• In-depth knowledge of wealth management.

Responsibilities

• Advise on strategic alternatives for business transitions.
• Engage with business owners to distinguish personal goals.
• Provide thought leadership through White Papers.

Skills

Influence skills

Collaboration & team skills

Business Development/Sales Acumen

Education

Post-secondary degree in related field

CFP, JD/LL.M, CPA, CEPA

Job description

Business Transition & Advisory Strategist

• Leaders of Strategic Planning in BMO for a dedicated resource team to work with HNW/UHNW clients/prospects for transition events. Educate business owners about transition and personal planning opportunities.
• Engage with business owners to develop, identify and distinguish between their personal goals and financial needs
• Empower business owners and families to navigate the transition process and make complex business and personal wealth decisions
• Advise on strategic alternatives for clients and prospects considering a business transition
• Design architect for recommendations on planning while integrating other teammates to share solutions within their expertise
• Connects and collaborates with internal and external advisors to implement agreed upon solutions
• Execute the One Client Approach with internal partners; Responsible for strengthening key internal partnerships with other lines of business (e.g., BCA/Commercial, MM M&A, Cap Mkts)
• Educate internal and external partners on transition process, planning and assist with client/prospect development
• Serve as Public Speakers for internal and external presentations to colleagues, clients and prospects
• Provide thought leadership through production of White Papers and other marketing material to meet the above duties

Qualifications:

• Typically 10+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Broad knowledge of Bank products, services, and organization.
• In-depth/expert knowledge of the wealth management and/or the financial industry
• Seasoned professional with a combination of education, experience and industry knowledge (CFP, JD/LL.M, CPA, CEPA).
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Business Development/Sales Acumen.

Application Deadline:

06/19/2025

Address:

VIRTUAL05 - HomeRes - CA

Job Family Group:

Customer Solutions

• Leaders of Strategic Planning in BMO for a dedicated resource team to work with HNW/UHNW clients/prospects for transition events. Educate business owners about transition and personal planning opportunities.
• Engage with business owners to develop, identify and distinguish between their personal goals and financial needs
• Empower business owners and families to navigate the transition process and make complex business and personal wealth decisions
• Advise on strategic alternatives for clients and prospects considering a business transition
• Design architect for recommendations on planning while integrating other teammates to share solutions within their expertise
• Connects and collaborates with internal and external advisors to implement agreed upon solutions
• Execute the One Client Approach with internal partners; Responsible for strengthening key internal partnerships with other lines of business (e.g., BCA/Commercial, MM M&A, Cap Mkts)
• Educate internal and external partners on transition process, planning and assist with client/prospect development
• Serve as Public Speakers for internal and external presentations to colleagues, clients and prospects
• Provide thought leadership through production of White Papers and other marketing material to meet the above duties

Qualifications:

• Typically 10+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Broad knowledge of Bank products, services, and organization.
• In-depth/expert knowledge of the wealth management and/or the financial industry
• Seasoned professional with a combination of education, experience and industry knowledge (CFP, JD/LL.M, CPA, CEPA).
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Business Development/Sales Acumen.

Salary :

$100,000.00 - $185,500.00

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 http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [e-mail] and let us know the nature of your request and your contact information.

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.

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