Senior Portfolio Leader: Investment Strategy & Client Growth

BMO; Hinsdale (IL); On-site; USD 120,000 - 250,000; 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 seeks an experienced investment professional to deliver high-quality sales and service to investment clients and develop strategic proposals for growth. You will provide fiduciary expertise, collaborate with branch and regional teams, and develop investment strategies within the portfolio.

Responsibilities include building client relationships, presenting investment plans, and supporting governance and vendor initiatives while ensuring compliance and

Qualifications

• Typically 7+ years of relevant experience and post-secondary degree in related field or equivalent.
• BA or Finance certification preferred.
• In-depth/expert understanding of portfolio management and asset mix.
• Experience with fiduciary law and regulatory environments.

Responsibilities

• Provide high quality sales and service to investment clients to deliver an exceptional client experience.
• Develop investment proposals and participate in meetings with prospects/clients.
• Provide investment management, fiduciary expertise and strategic leadership for business, products, and policies.
• Lead strategic initiatives, governance meetings and vendor relationships as needed.
• Design and deliver analytics, reporting and data insights to inform decisions.
• Collaborate across the organization to grow business within the assigned portfolio.

Skills

Portfolio management

Fiduciary law

Equity markets

Fixed income markets

Analytical skills

Communication skills

Education

Bachelor's degree or Finance cert

Job description

BMO Financial Group in the United States seeks an experienced investment professional to deliver high-quality sales and service to investment clients and develop strategic proposals for growth. You will provide fiduciary expertise, collaborate with branch and regional teams, and develop investment strategies within the portfolio.

Responsibilities include building client relationships, presenting investment plans, and supporting governance and vendor initiatives while ensuring compliance and