Practice Solutions Growth & Relationship Lead

BMO U.S.; Tempe (AZ); 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 strategic sales and client‑solutions professional to drive growth in the Practice Solutions vertical. You will support pre‑sales activities, manage client relationships, and coordinate product implementations.

This role emphasizes data‑driven decision making, cross‑functional collaboration with Premier and Wealth, and the ability to operate independently on complex tasks.

Qualifications

• Experience in sales/support roles within financial services.
• Ability to analyze data and present insights.
• Strong communication and relationship-building skills.
• Ability to work independently on complex tasks and meet timelines.

Responsibilities

• Support pre-sales activities including presentations, bids, and RFI responses.
• Retain and expand client relationships to achieve targets.
• Coordinate cash management and card product implementations.
• Provide market insights and industry trends to inform sales strategy.
• Gathers data to advance sale process and completes required documentation.

Skills

Verbal & written communication

Collaboration & teamwork

Analytical thinking

Influence skills

Data-driven decision making

Education

Post-secondary degree in related field

Credit knowledge/experience

Job description

BMO Financial Group is seeking a strategic sales and client‑solutions professional to drive growth in the Practice Solutions vertical. You will support pre‑sales activities, manage client relationships, and coordinate product implementations.

This role emphasizes data‑driven decision making, cross‑functional collaboration with Premier and Wealth, and the ability to operate independently on complex tasks.