Senior Metals Sales and Structuring Strategist

6 days ago

New York, New York, United States BMO Financial Group Full time

Company Overview:

BMO Financial Group is a leading, full-service financial services provider offering corporate and investment banking, treasury management, as well as research and advisory services to clients worldwide.

We are seeking an experienced Metals Sales and Structuring Specialist with a deep understanding of both precious and base metals, with a focus on battery metals, including lithium, cobalt, and nickel.

This role requires a blend of technical knowledge, sales acumen, and market insight to develop and execute strategic sales initiatives while structuring deals that meet the needs of our clients and the company.

Responsibilities:

  • Contribute to growing / elevating the BMO and BMO Capital Markets brand with a commitment to and presence in the community.
  • Operate as a key member of the deal team with efforts to maximize sector penetration and returns.
  • Institute cross-selling initiatives to increase ranking with clients.
  • Manage client books and be accountable for risk, profit & loss, and limits for the book.
  • Provide comprehensive account coverage and client development as well as actively prospect new clients to increase revenue in assigned territories.
  • Maintain strong relationships with investors, understand their portfolios, and match firm services and products to client needs.
  • Work closely with sales, trading, and research teams to provide seamless client coverage, including fulfilling client requests for market updates and providing clients with specific product information.
  • Respond to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determine acceptable solutions.
  • Contact customers to present available investment services and develop client prospects from among current customers, referral leads, and other sources.
  • Build positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services.
  • Identify and leverage key decision makers and influencers in client/internal organizations.
  • Develop and/or facilitate development of client-focused solutions based on financial expertise, organizational, technical, regulatory, and environmental client awareness.
  • Distill market and internal data to negotiate solutions, terms, and conditions with clients/internal counterparts.
  • Identify opportunities for increased efficiency and improved service to internal and external clients and act as a positive change agent to drive improved efficiency and effectiveness.
  • Verify that all confirms on trades or sales are accurate and promptly delivered.
  • Communicate transaction details to the brokerage community and custodians. Resolve settlement issues related to incorrect billing.
  • Develop strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations.
  • Read, analyze, and interpret common technical journals, financial reports, and legal documents to better serve client needs.
  • Develop marketing ideas and help initiate transactions through appropriate presentation of financial data.
  • Determine business priorities and best sequence for execution of business/group strategy.
  • Develop and leverage relationships across businesses, senior leaders, and clients to foster and support coordination.
  • Ensure alignment between stakeholders.
  • Cultivate strong relationships with the research team to understand their industries and stock coverage.
  • Use analytical skills (probability, statistical inference, etc.) and apply appropriate technical concepts and complete/lead consistent and reliable technical and financial reports/analyses to support client deliverables.
  • Define problems, collect data, establish facts, and draw valid conclusions.
  • Develop an understanding of and proficiency in using all required systems and models.
  • Sustain change management of varying scope and type; tasks typically focused on execution and sustainment activities.
  • Help colleagues with the presentation of information and prepare proposals for their review.
  • Assist colleagues in the research and resolution of administrative/operational issues.
  • Understand the complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
  • Maintain and develop knowledge of client systems/applications and the internal web-based research document database.

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