HNW Wealth Strategy Director

BMO U.S.; West Palm Beach (FL); On-site; USD 102,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States (Florida) seeks a senior relationship manager for high-net-worth clients. You will deliver integrated wealth management—banking, investments, and planning—while coordinating teams to execute complex strategies and ensure seamless client experiences.

Responsibilities include driving growth, conducting annual reviews, and managing client risk within regulatory guidelines.

Qualifications

• Typically 7+ years of relevant wealth management experience.
• MBA preferred and CFP preferred.
• Broad knowledge of all facets of wealth management and bank products/services.

Responsibilities

• Act as the primary Relationship Manager for assigned client relationships.
• Lead annual client reviews with the team to evaluate needs and enhance client experience.
• Drive growth via cross-selling and wallet share expansion within existing relationships.
• Develop and execute business development strategies and regional sales targets.
• Coordinate cross-functional teams to deliver integrated wealth solutions.

Skills

Relationship management

Networking

Business development

Financial planning

Client service

Education

MBA

Certified Financial Planner (CFP)

Job description

BMO Financial Group in the United States (Florida) seeks a senior relationship manager for high-net-worth clients. You will deliver integrated wealth management—banking, investments, and planning—while coordinating teams to execute complex strategies and ensure seamless client experiences.

Responsibilities include driving growth, conducting annual reviews, and managing client risk within regulatory guidelines.