UHNW Wealth Advisor & Relationship Architect

BMO U.S.; Madison (WI); On-site; USD 91,800 - 171,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO U.S. is seeking a senior Relationship Manager to deliver end-to-end wealth management for high-net-worth clients in a leadership role. You will coordinate banking, investments, and financial planning while driving cross‑sell initiatives and managing multi-disciplinary teams to meet client goals.

The role emphasizes client-centric service, deep regulatory and product knowledge, and the ability to build trusted relationships that deliver measurable business results across a regional portfolio.

Qualifications

• Typically 7+ years of relevant wealth management experience or equivalent.
• MBA preferred; CFP certification is a plus.
• Experience handling HNW/UHNW clients and broad wealth management knowledge.

Responsibilities

• Serve as the primary Relationship Manager for assigned HNW/UHNW client relationships.
• Lead/coordinate cross-functional teams to deliver integrated banking, investment, and planning solutions.
• Develop and execute business development strategies and regional targets.
• Produce regular client reports and reviews; monitor progress toward financial objectives.

Skills

Strategic relationship management

Networking

Business development

Commercial acumen

Financial planning

Client service

Collaboration

Problem solving

Education

MBA

Certified Financial Planner (CFP)

Job description

BMO U.S. is seeking a senior Relationship Manager to deliver end-to-end wealth management for high-net-worth clients in a leadership role. You will coordinate banking, investments, and financial planning while driving cross‑sell initiatives and managing multi-disciplinary teams to meet client goals.

The role emphasizes client-centric service, deep regulatory and product knowledge, and the ability to build trusted relationships that deliver measurable business results across a regional portfolio.