Practice Solutions Relationship Manager: Growth & Pre-Sales

BMO U.S.; 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 plan

Job summary

BMO Financial Group in Los Angeles is seeking a Commercial Sales & Service professional to drive growth in the Practice Solutions Industry Vertical. You will support pre-sales activities, coordinate product implementations, and help expand client relationships while ensuring internal control standards are met.

The role emphasizes data-driven decision making, strong communication, and collaboration with Premier and Wealth teams to refer additional services.

Qualifications

• Typically 4–6 years of relevant experience in financial services or sales.
• Post-secondary degree in a related field or equivalent experience.
• Strong verbal and written communication skills and collaboration ability.

Responsibilities

• Support pre-sales activities including presentations, bids, proposals, and RFI responses.
• Grow revenue by acquiring new clients and deepening relationships with existing ones.
• Coordinate cash management, credit card, and product implementation setup.
• Provide subject matter expertise on market conditions and trends.
• Maintain accurate client information and documentation in bank systems.
• Track implementation requests and support timely delivery.

Skills

Verbal communication

Written communication

Collaboration

Analytical thinking

Data-driven decisions

Influence skills

Problem solving

Industry knowledge

Education

Post-secondary degree

Job description

BMO Financial Group in Los Angeles is seeking a Commercial Sales & Service professional to drive growth in the Practice Solutions Industry Vertical. You will support pre-sales activities, coordinate product implementations, and help expand client relationships while ensuring internal control standards are met.

The role emphasizes data-driven decision making, strong communication, and collaboration with Premier and Wealth teams to refer additional services.