Private Wealth Advisor Leader

7 days ago

Walnut Creek, California, United States Bank of Montreal Full time
Job Summary

We are seeking a highly skilled and experienced Wealth Management Director to join our team at Bank of Montreal. As a key member of our organization, you will be responsible for providing advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospect and client relationships.

Key Responsibilities
  • Develop and execute the business development strategy, sales targets, and sales results for the assigned region.
  • Develop internal and external networks and referral sources to grow business in the assigned portfolio/jurisdiction.
  • Enhance presence in the marketplace by collaborating with other experts to create integrated business development plans.
  • Act as the primary Relationship Manager for assigned client relationships.
  • Lead/assist with creation of business proposals or presentations.
  • Lead Annual Client Review with team members to evaluate changing needs, increase communication with client, and implement the client experience.
  • Produce client reports that demonstrate the value provided and assess clients at-risk for retention.
  • Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
  • Acts as a subject matter expert on relevant regulations and policies.
  • May network with industry contacts to gain competitive insights and best practices.
  • Proactively identifies client needs and concerns to diagnose and facilitate resolution of client issues.
  • Introduces subject matter experts to the client.
  • Shares wealth solutions expertise and product knowledge across regional team.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
  • Recommends business priorities, advises on resource requirements, and develops roadmap for strategic execution.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Acts as the prime subject matter expert for internal/external stakeholders.
  • Builds effective relationships with internal/external stakeholders.
  • Ensures alignment between stakeholders.
  • Bridges banking, trust, and investment disciplines together for client communications when the full relationship exists.
  • Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Builds change management plans of varying scope and type; leads or participates in a variety of change management activities.
  • Leads or participates in defining the communication plan designed to positively influence or change behavior.
  • Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
  • Oversees the design, development, and implementation of tools and training required to deliver business results.
  • Leads/participates in the design, implementation, and management of core business/group processes.
  • Develops and manages a business/group program.
  • Reviews the program for effectiveness, considers industry trends, and recommends enhancements.
  • Uses an advisory-based financial planning approach to manage opportunities and relationships.
  • Supports the achievement of the business plan within the designated territory/region.
  • Collaborates effectively with internal stakeholders to build capability and drive business growth.
  • Meets high-quality service standards to maximize relationship retention and growth.
  • Develops rapport and instills confidence with the client to develop credibility and earn their trust.
  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
  • Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
  • Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
  • Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
  • Implements changes in response to shifting trends.
Requirements
  • Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • MBA certification preferred.
  • Experience dealing with HNW clients and equivalent knowledge base.
  • Certified Financial Planner is preferred.
  • Broad knowledge of all facets of wealth management.
  • In-depth/expert knowledge of Bank products, services, and capabilities.
  • Seasoned professional with a combination of education, experience, and industry knowledge.
  • Verbal & written communication skills - In-depth/Expert.
  • Analytical and problem-solving skills - In-depth/Expert.
  • Influence skills - In-depth/Expert.
  • Collaboration & team skills; with a focus on cross-group collaboration - In-depth/Expert.
  • Able to manage ambiguity.
  • Data-driven decision making - In-depth/Expert.

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