VP, Emerging Middle Market Relationship Leader

Bank of Montreal; Los Angeles (CA); On-site; USD 120,000 - 250,000; Full time

Job summary

Bank of Montreal is recruiting for a senior relationship and portfolio management role in Los Angeles, targeting the Emerging Middle Market segment with $10MM-$100MM in revenues. The candidate will manage key client relationships, structure complex deals, and coordinate cross-functional teams to optimize revenue and risk outcomes.

The role emphasizes client advocacy, credit coordination, and strategic advisory, supporting growth initiatives while maintaining regulatory and risk standards across

Qualifications

• 10+ years in Relationship/Account/Portfolio Management in a corporate banking environment with sales metrics
• Bachelor’s degree required; Business Administration, Finance or Accounting preferred
• Strong credit, risk management and deal structuring knowledge

Responsibilities

• Grow and manage high-value client relationships and portfolios
• Lead the structuring of high-value, complex deals and credit approvals
• Drive cross-selling initiatives and revenue growth
• Provide strategic advisory on loan products, terms and collateral requirements
• Collaborate with cross-functional teams to align client solutions with bank objectives

Skills

Relationship management

Account management

Portfolio management

Sales performance

Negotiation

Credit risk assessment

Regulatory compliance

Stakeholder management

Product knowledge

Change management

Education

Bachelor’s degree in Business Administration, Finance and Accounting preferred

Job description

Bank of Montreal is recruiting for a senior relationship and portfolio management role in Los Angeles, targeting the Emerging Middle Market segment with $10MM-$100MM in revenues. The candidate will manage key client relationships, structure complex deals, and coordinate cross-functional teams to optimize revenue and risk outcomes.

The role emphasizes client advocacy, credit coordination, and strategic advisory, supporting growth initiatives while maintaining regulatory and risk standards across