Senior Financial Services Manager

2 days ago


Naples, Florida, United States BMO Financial Group Full time

About Us

BMO Financial Group is a leading financial institution with a strong commitment to growth and innovation. We are dedicated to providing our customers with exceptional service and support, while fostering a culture of diversity, equity, and inclusion.

Job Summary

We are seeking a skilled Sr Premier Relationship Manager Licensed to join our team. As a key member of our organization, you will be responsible for managing and growing a portfolio of mass affluent clients across multiple branch locations.

Key Responsibilities:

  • Serve as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
  • Work collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
  • Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.
  • Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions.
  • Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.

Requirements:

  • Typically between 4-6 years of relevant experience; post-secondary degree in related field of study preferred, not required.
  • 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability.
  • Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date).
  • Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
  • Excellent understanding of brokerage and insurance products.
  • Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning required.
  • In-depth knowledge of client portfolio management.

What We Offer:

  • A competitive base salary range of $50,400-$93,600 per year.
  • Quarterly incentives and annual bonus opportunities.
  • Comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
  • Ongoing training and development opportunities to enhance your skills and knowledge.


  • Naples, Florida, United States Wintrust Financial Full time

    About UsWintrust Financial is a leading financial services company serving private clients, business owners, and institutions across various regions.Our Commitment to ExcellenceWe strive to provide exceptional service and support to our clients through our comprehensive wealth management solutions.Our team is dedicated to delivering high-quality investment,...


  • Naples, Florida, United States BMO Financial Full time

    BMO Financial Group is a leading bank in the US, dedicated to providing exceptional financial services to its customers. As a Senior Relationship Bank Manager at BMO, you will play a key role in managing and growing a portfolio of high net worth clients across multiple branch locations.About the RoleManage and grow a portfolio of high net worth clients...


  • Naples, Florida, United States PNC Financial Services Group Full time

    Job OverviewPNC Financial Services Group is a leading provider of mortgage financial services, and we are seeking highly skilled professionals to join our team as Mortgage Loan Officers.Salary and BenefitsThe estimated salary for this role is $80,000 - $120,000 per year, depending on experience. In addition to a competitive salary, PNC offers a comprehensive...


  • Naples, Florida, United States Fidelity TalentSource LLC Full time

    Fidelity Investments, a privately held company with a mission to strengthen the financial well-being of our clients, is seeking an experienced Financial Services Manager to join our team. Job Description:This role offers an exceptional opportunity for career growth and development in a dynamic industry. As a Financial Services Manager, you will play a key...


  • Naples, Florida, United States Fidelity TalentSource LLC Full time

    Job OverviewWe are seeking a skilled Senior Financial Strategist to join our team at Fidelity Investments. This is an exciting opportunity for a dedicated professional to work with high-net-worth individuals and families, providing personalized financial planning and wealth management services.About the RoleThe ideal candidate will possess strong analytical...


  • Naples, Florida, United States PNC Financial Services Group Full time

    Job Summary:We are seeking a highly skilled Senior Business Solutions Analyst to join our team at PNC Financial Services Group. As a key member of our implementation team, you will be responsible for implementing moderately complex new products and services for clients.About the Role:In this role, you will analyze requirements and gather deliverables to...


  • Naples, Florida, United States Wintrust Financial Full time

    Key ResponsibilitiesThis position will provide administrative support to two Financial Advisors in the Barrington and Hoffman Estates locations.Deliver client investment solutions by providing a comprehensive range of administrative, sales, customer service, and other related resources to financial advisors and clients.Facilitate new client onboarding...


  • Naples, Florida, United States Erickson Senior Living Full time

    Erickson Senior Living, a leading provider of senior living and health care, seeks a skilled Clinical Training Specialist to join our team at Siena Lakes in North Naples, Florida.**Company Overview:**Siena Lakes is a vibrant continuing care retirement community that offers a unique blend of lifestyle, financial stability, and focused health and well-being...


  • Naples, Florida, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking an experienced leader to partner with senior management in leading a team of successful sales and service associates. As a visionary, you will enable your team to find happiness in all areas of branch life, understanding the ins and outs of both sales and operational activities within a branch environment.Our ideal candidate has...


  • Naples, Florida, United States Jefferson Wells Full time

    Senior Accountant Role in Naples, FloridaJefferson Wells is seeking an experienced Senior Accountant to join their team in Naples, Florida. This contract-to-permanent position offers a competitive hourly rate of $35-$45 per hour, dependent on the candidate's experience.Key Responsibilities:Closing and Reconciliation: Prepare monthly, quarterly, and annual...


  • Naples, Florida, United States Fifth Third Bank Full time

    Unlock Your Potential as a Financial Services SpecialistFifth Third Bank is seeking a highly skilled and motivated individual to join our team as a Financial Services Specialist - Private Wealth Manager. In this role, you will play a critical part in helping our clients achieve their financial goals by providing exceptional service and guidance on wealth...


  • Naples, Florida, United States Siena Lakes by Erickson Senior Living Full time

    About Siena Lakes by Erickson Senior LivingSiena Lakes is a vibrant continuing care retirement community located in North Naples, Florida. We're part of a growing national network of communities managed by Erickson Senior Living, one of the country's largest and most respected providers of senior living and health care.Compensation and BenefitsWe offer a...


  • Naples, Florida, United States FYIsoft Full time

    At FYIsoft, we provide innovative financial reporting solutions that empower businesses to make informed decisions. As a Senior Financial Reporting Implementation and Technical Support Expert, you will play a crucial role in driving our mission forward.Job OverviewThis is an exciting opportunity for a highly motivated individual to join our team as a Senior...


  • Naples, Florida, United States Senior Resource Group, LLC Full time

    Experience the Reward of Serving OthersCompany Overview: At Senior Resource Group, we're proud to have been an innovator in senior living communities for over 30 years. Our commitment to excellence has earned us numerous awards for innovative community design, outstanding service, and exceptional care.We're more than just a company - we're a team that makes...


  • Naples, Florida, United States Bank of America Full time

    About This OpportunityWe are seeking an experienced Senior Relationship Manager to join our team at Bank of America in Naples, Florida. As a key member of our financial center, you will be responsible for building strong relationships with clients and providing exceptional customer service.Key ResponsibilitiesEngage clients in the lobby to educate and assist...


  • Naples, Florida, United States Fidelity Investments Full time

    Fidelity Investments is committed to providing its associates with a stable and rewarding career. We are currently seeking a skilled Financial Representative to join our team. As a key member of the branch, you will play a vital role in developing long-lasting relationships with clients.About the RoleThis position requires excellent customer service skills,...


  • Naples, Florida, United States WELLS FARGO BANK Full time

    Company OverviewWelcome to Wells Fargo, where a meaningful career is more than just a job – it's about making a difference in the lives of our customers and communities. As a leading financial services company, we're committed to helping our customers thrive by providing innovative banking solutions that meet their unique needs.


  • Naples, Florida, United States Erickson Senior Living Full time

    Job SummaryWe are seeking a skilled Nurse Educator to join our team at Erickson Senior Living, a leading provider of senior living and healthcare services. As a Nurse Educator, you will play a vital role in coordinating staff development programs, providing clinical education, and ensuring compliance with regulatory requirements.ResponsibilitiesCollaborate...


  • Naples, Florida, United States Erickson Senior Living Full time

    About the RoleWe are seeking a highly experienced and strategic leader to join our team as a Director of Resident Life at Siena Lakes, a vibrant continuing care retirement community located in North Naples, Florida.As a key member of our management team, you will be responsible for providing leadership and operational oversight to the Managers and/or...


  • Naples, Florida, United States WELLS FARGO BANK Full time

    Financial Services Career OpportunityWells Fargo is seeking a skilled Customer Service Representative to join our Consumer, Small & Business Banking division. As a key member of our National Branch Network, you will play a vital role in providing exceptional financial services to our customers.About Wells FargoThe #1 financial services company to grow YOUR...