Practice Solutions Growth & Relationship Lead

BMO; Los Angeles (CA); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a results-oriented sales and business development professional for the Practice Solutions industry in Los Angeles. The role focuses on acquiring new clients, expanding existing relationships, and coordinating cross-functional support for implementation and pricing.

You will lead pre-sales activities, research market trends, and assist with referrals to other bank services. A strong emphasis on data-driven decisions and regulatory compliance is required.

Qualifications

• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.
• Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
• Technical proficiency gained through education and/or business experience.

Responsibilities

• Supports pre-sales activities such as presentations, bids/proposals, and RFIs.
• Retains and expands existing relationships to meet portfolio objectives.
• Gathers data to advance the sales process and prepares client files.
• Coordinates product implementation and financial transaction setup.
• Provides research and data to facilitate client solutions.
• Tracks implementation requests to keep timelines on track.
• Mentors team to ensure consistent training.

Skills

Communication

Collaboration

Analytical thinking

Problem solving

Influence

Data-driven decisions

Credit knowledge

Technical proficiency

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a results-oriented sales and business development professional for the Practice Solutions industry in Los Angeles. The role focuses on acquiring new clients, expanding existing relationships, and coordinating cross-functional support for implementation and pricing.

You will lead pre-sales activities, research market trends, and assist with referrals to other bank services. A strong emphasis on data-driven decisions and regulatory compliance is required.