Senior Portfolio Strategy Lead

BMO Harris Bank; New York (NY); On-site; USD 112,000 - 209,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group, headquartered in the United States, is seeking a seasoned investment leader in New York to provide high-quality sales, service and investment guidance to clients across a broad portfolio. The role requires deep fiduciary knowledge, regulatory awareness and strong stakeholder collaboration to drive strategy and client outcomes.

Salary ranges reflect the firm’s compensation philosophy, with opportunities for performance-based rewards and comprehensive benefits.

Qualifications

• Verbal & written communication skills – in-depth / expert.
• Analytical and problem solving skills – in-depth / expert.
• Data driven decision making – in-depth / expert.
• Collaboration & team skills; cross-group collaboration.
• Able to manage ambiguity.

Responsibilities

• Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
• Enhances presence in the marketplace by collaborating with experts to create integrated business development strategies.
• Develops investment proposals and participates in meetings with prospects/clients.
• Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the portfolio.
• Leads change management programs and governance initiatives, coordinating with stakeholders.

Skills

Communication

Analytical thinking

Collaboration

Decision making

Ambiguity management

Influence

Education

MBA or Finance certification preferred

Post-secondary degree in related field

Job description

BMO Financial Group, headquartered in the United States, is seeking a seasoned investment leader in New York to provide high-quality sales, service and investment guidance to clients across a broad portfolio. The role requires deep fiduciary knowledge, regulatory awareness and strong stakeholder collaboration to drive strategy and client outcomes.

Salary ranges reflect the firm’s compensation philosophy, with opportunities for performance-based rewards and comprehensive benefits.