Strategic Practice Solutions Relationship Manager

BMO; San Francisco (CA); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plan

Job summary

BMO Financial Group is recruiting for a Commercial Sales & Service professional in San Francisco. You will support pre-sales activities, manage client relationships, and work closely with Premier and Wealth to maximize referrals and service quality.

Ideal candidates have 4–6 years of experience, a post-secondary degree, and strong data-driven decision-making capabilities. The role emphasizes cross-functional collaboration and maintaining rigorous internal controls.

Qualifications

• Typically 4–6 years of relevant experience and a post-secondary degree.
• Credit qualifications and knowledge per established standards.
• Technical proficiency gained through education and experience.
• Strong verbal and written communication skills.

Responsibilities

• Provide support for pre-sales activities: presentations, bids/proposals, information requests.
• Retain and expand client relationships to meet portfolio objectives.
• Coordinate with Premier and Wealth teams to make referrals and support client needs.
• Gather data to advance the sales process and document requirements.
• Track implementation requests to maintain timelines and outcomes.
• Assist with sales and service administration to ensure a seamless client experience.

Skills

Pre-sales support

Client relationship management

Data-driven decision making

Analytical skills

Verbal & written communication

Education

Post-secondary degree

Tools

CRM software

Job description

BMO Financial Group is recruiting for a Commercial Sales & Service professional in San Francisco. You will support pre-sales activities, manage client relationships, and work closely with Premier and Wealth to maximize referrals and service quality.

Ideal candidates have 4–6 years of experience, a post-secondary degree, and strong data-driven decision-making capabilities. The role emphasizes cross-functional collaboration and maintaining rigorous internal controls.