Senior Relationship Architect — High-Value Banking

BMO U.S.; Boca Raton (FL); On-site; USD 160,000 - 300,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Boca Raton, FL, seeks a senior Relationship Manager to supervise complex deal structuring, credit approvals, and high-value portfolios. You will drive cross-selling, expand client coverage, and provide strategic financial guidance to top clients, while ensuring risk controls and regulatory compliance.

The role emphasizes leadership in advisory committees, market analysis, and collaboration across internal teams to deliver tailored financial solutions and exceptional client

Qualifications

• 10+ years of experience in Relationship Management, Account Management or Portfolio Management in a corporate banking environment with sales metrics.
• Bachelor’s degree required, Master’s degree preferred, CPA certification preferred; Business Administration, Finance and Accounting preferred.
• Seasoned expert with extensive industry knowledge.
• Technical leader viewed as a thought leader for innovation.

Responsibilities

• Lead the structuring of high-value, complex deals and credit approvals, ensuring alignment with client needs.
• Manage high-value client portfolios, driving cross-selling, retention, and profitability.
• Identify new business opportunities, acquire clients, penetrate markets, and expand the client base by leveraging market insights.
• Lead market coverage strategies to expand portfolios and align with business goals.
• Represent bank at industry forums and conferences, leveraging insights to drive strategic decision-making.
• Advise in committees and task forces to drive key initiatives.
• Streamline operational processes and implement best practices.
• Develop communication strategies to influence stakeholders and support change.
• Oversee resource allocation for the team, ensuring effective use of personnel and budgets.
• Build and maintain strong long-term relationships with high-value clients, providing strategic financial solutions.
• Structure deals, secure credit approvals, negotiate high-value transactions, and identify cross-selling opportunities.
• Analyze market trends and client needs to inform solution strategies and optimize client satisfaction.
• Collaborate with internal teams to define products, solutions and strategies.
• Identify share of wallet opportunities.
• Utilize analysis tools to grow a portfolio beyond ROE thresholds and assess client returns.

Skills

Relationship management

Account management

Portfolio management

Credit risk assessment

Project management

Change management

Negotiation

Customer service

Stakeholder management

Customer relationship building

Product knowledge

Regulatory compliance

Education

Bachelor’s degree

Master’s degree

CPA certification

Business Administration/Finance/Accounting

Job description

BMO Financial Group in Boca Raton, FL, seeks a senior Relationship Manager to supervise complex deal structuring, credit approvals, and high-value portfolios. You will drive cross-selling, expand client coverage, and provide strategic financial guidance to top clients, while ensuring risk controls and regulatory compliance.

The role emphasizes leadership in advisory committees, market analysis, and collaboration across internal teams to deliver tailored financial solutions and exceptional client