Senior Portfolio Leader — Wealth Strategy & Growth

BMO Harris Bank; 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 Harris Bank in Hinsdale, IL, is seeking a senior investment portfolio lead within Wealth Sales & Service. You will oversee portfolio management, fiduciary duties, and investment strategy for high-net-worth clients, driving performance and regulatory compliance.

The role emphasizes data-driven decisions, cross-team collaboration, and leadership in client relationships, with a comprehensive benefits package and competitive compensation.

Qualifications

• Typically 7+ years of relevant experience and a post-secondary degree in related field or equivalent.
• BA or Finance certification preferred.
• In-depth understanding of equity and fixed income markets and fiduciary law.

Responsibilities

• Develops and manages investment portfolios and model portfolios.
• Provides fiduciary expertise and strategic leadership for investments.
• Networks with clients to grow business and maintains high-quality service levels.
• Leads change management and governance initiatives within the unit.

Skills

Portfolio management

Fiduciary knowledge

Regulatory compliance

Data analysis

Stakeholder collaboration

Education

Bachelor's degree in finance/related field

Finance certification (preferred)

Job description

BMO Harris Bank in Hinsdale, IL, is seeking a senior investment portfolio lead within Wealth Sales & Service. You will oversee portfolio management, fiduciary duties, and investment strategy for high-net-worth clients, driving performance and regulatory compliance.

The role emphasizes data-driven decisions, cross-team collaboration, and leadership in client relationships, with a comprehensive benefits package and competitive compensation.