Strategic Portfolio Leader

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Disability insurance

Retirement savings plan

Job summary

Bank of Montreal in New York is seeking a seasoned Wealth Sales & Service professional to deliver investment guidance, fiduciary leadership, and comprehensive client service within a multi‑team environment.

The role focuses on portfolio management, regulatory compliance, and collaboration with senior leaders to drive business strategy and client outcomes. A strong track record in equity and fixed income markets, along with MBA or Finance certification, is preferred.

Qualifications

• 7+ years of relevant experience and post-secondary degree in related field
• MBA or Finance certification preferred
• In-depth/expert understanding of portfolio management principles and asset mix determination
• In-depth/expert knowledge of fiduciary law and applicability to trust investment accounts
• In-depth/expert knowledge of equity and fixed income markets
• In-depth/expert understanding of tax-related issues affecting investments
• In-depth/expert knowledge of the regulatory environment
• Strongverbal & written communication skills
• Analytical and problem solving skills
• Data driven decision making

Responsibilities

• Develops investment proposals and participates in meetings with prospects/clients
• Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies
• Leads change management programs and governance meetings
• Coordinates data governance and reporting to inform business decisions
• Leads development of communication strategies across the organization
• Oversees vendor relationships and contract negotiations
• Manages program execution and performance tracking

Skills

Portfolio management

Fiduciary law

Equity markets

Fixed income markets

Tax issues

Regulatory environment

Communication

Analytical thinking

Problem solving

Data-driven decision making

Education

MBA or Finance certification

Post-secondary degree

Job description

Bank of Montreal in New York is seeking a seasoned Wealth Sales & Service professional to deliver investment guidance, fiduciary leadership, and comprehensive client service within a multi‑team environment.

The role focuses on portfolio management, regulatory compliance, and collaboration with senior leaders to drive business strategy and client outcomes. A strong track record in equity and fixed income markets, along with MBA or Finance certification, is preferred.