Senior Portfolio Strategist - Wealth Growth & Client Impact

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 Harris Bank in Hinsdale, IL seeks a senior investment professional to lead portfolio management and fiduciary responsibilities, delivering compliant investment solutions. You will develop proposals, present to clients, and coordinate with the regional team to grow assets.

Requirements: 7+ years in investment management, a post-secondary degree, deep knowledge of equity and fixed income, fiduciary law, risk insights, and data-driven decision making.

Qualifications

• 7+ years of relevant investment management experience.
• Deep knowledge of equity, fixed income and fiduciary issues.
• Strong communication and collaboration skills.

Responsibilities

• Develop investment proposals and meet with clients.
• Lead portfolio management and fiduciary activities.
• Coordinate with regional teams on strategic initiatives.
• Ensure adherence to regulatory requirements.

Skills

Portfolio management

Fiduciary law

Equity & fixed income

Analytical thinking

Communication

Collaboration

Decision making

Ambiguity management

Education

Post-secondary degree

Job description

BMO Harris Bank in Hinsdale, IL seeks a senior investment professional to lead portfolio management and fiduciary responsibilities, delivering compliant investment solutions. You will develop proposals, present to clients, and coordinate with the regional team to grow assets.

Requirements: 7+ years in investment management, a post-secondary degree, deep knowledge of equity and fixed income, fiduciary law, risk insights, and data-driven decision making.