Senior Strategic Portfolio Manager

BMO U.S.; Hinsdale (IL); In loco; USD 120.000 - 250.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Tuition reimbursement

Accident insurance

Retirement savings plans

Descrizione del lavoro

BMO U.S. seeks an experienced professional to manage client investment portfolios and provide fiduciary leadership within the Illinois market. You will build networks, develop investment proposals, and collaborate with regional teams to deliver strong client experiences.

The role requires deep knowledge of portfolio management, asset allocation, and regulatory compliance, with a focus on data-informed decisions and effective stakeholder communication. Competitive salary and full benefits offered.

Competenze

• Typically 7+ years of relevant experience and post-secondary degree in related field or equivalent
• In-depth understanding of portfolio management principles and asset mix determination
• Strong verbal and written communication skills and data-driven decision making

Mansioni

• Develops internal and external networks and referrals to grow business
• Develops investment proposals and participates in meetings with prospects/clients
• Provides fiduciary expertise and strategic leadership for business, products and policies
• Leads strategic initiatives and coordinates governance and vendor relationships
• Monitors performance, designs reports and dashboards, and supports change management

Conoscenze

Portfolio management

Fiduciary law

Analytical skills

Communication skills

Data-driven decision making

Collaboration

Formazione

Bachelor's degree or higher

Descrizione del lavoro

BMO U.S. seeks an experienced professional to manage client investment portfolios and provide fiduciary leadership within the Illinois market. You will build networks, develop investment proposals, and collaborate with regional teams to deliver strong client experiences.

The role requires deep knowledge of portfolio management, asset allocation, and regulatory compliance, with a focus on data-informed decisions and effective stakeholder communication. Competitive salary and full benefits offered.