Mass Affluent Portfolio Manager

3 days ago

Vacaville, California, United States BMO Financial Full time
BMO Financial Group Overview
At BMO Financial Group, we are driven by a shared purpose: Boldly Grow the Good in business and life. This calls on us to create lasting, positive change for our customers, communities, and people. By working together, innovating, and pushing boundaries, we transform lives and businesses, powering economic growth around the world.

About the Role
We are seeking a talented Mass Affluent Portfolio Manager to join our team. In this role, you will be responsible for managing and growing an assigned portfolio of mass affluent clients across multiple branch locations. You will work closely with our team to identify new opportunities and deliver a differentiated experience to our customers. Your focus will be on building strong relationships with our clients, understanding their financial needs, and providing personalized solutions to meet those needs. You will also be responsible for achieving sales targets and meeting key performance indicators. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity

About the Salary
The estimated salary for this role is $73,500 - $133,000 per year, depending on experience and qualifications. This includes a competitive base salary, quarterly incentives, and annual bonus opportunities. Our comprehensive benefits package includes health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For more details, please visit our website. The total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

Job Description
This is a licensed position requiring the SIE, Series 6, 63, Life and Health licenses. As a Mass Affluent Portfolio Manager, your primary responsibility will be to serve as the customers' relationship manager, providing personalized attention to uncover their specific financial needs and goals. You will act as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. You will also work collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.

Key Responsibilities
- Serve as the customers' relationship manager, providing personalized attention to uncover their specific financial needs and goals
- Act 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
- Achieve sales targets and meet key performance indicators

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
- Excellent understanding of personal trust and investment management
- In-depth knowledge of client portfolio management

  • Senior Financial Relationship Manager with Mass Affluent Expertise

    2 weeks ago

    Vacaville, California, United States BMO Financial Full time

    About BMO FinancialBMO Financial is a leading banking institution dedicated to delivering exceptional customer experiences and driving economic growth. Our purpose, Boldly Grow the Good in business and life, inspires us to create lasting, positive change for our customers, communities, and people.

  • Commercial Solar Portfolio Manager

    6 days ago

    Vacaville, California, United States Citadel Roofing and Solar Full time

    About the CompanyCitadel Roofing and Solar is a well-established company with over 30 years of experience installing roofs and solar systems in Northern California. We work with major residential home builders, multifamily apartment and condominium builders, and custom home builders, earning us a respected reputation in the industry.As a Commercial Solar...

  • Product Manager for Financial Innovation

    4 weeks ago

    Vacaville, California, United States Travis Credit Union Full time

    Job OverviewWe are seeking an exceptional Product Manager to lead the design, development, and execution of strategies for driving business growth through innovative product value propositions.About the RoleThis key position will be responsible for managing, analyzing, and providing input on the performance and drivers of our product portfolio and member...

  • Sr Premier Relationship Manager Licensed

    4 weeks ago

    Vacaville, United States BMO Financial Full time

    Application Deadline:12/29/2024Address:330 Davis St.Job Family Group:Retail Banking Sales & ServiceThis is a licensed position requiring the SIE, Series 6, 63, Life and HealthBilingual in English and Spanish Language is preferredThe mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for...

  • Sr Premier Relationship Manager Licensed

    6 hours ago

    Vacaville, United States BMO Financial Full time

    Application Deadline:01/30/2025Address:330 Davis St.Job Family Group:Retail Banking Sales & ServiceThis is a licensed position requiring the SIE, Series 6, 63, Life and HealthBilingual in English and Spanish Language is preferredThe mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for...

  • Sr Premier Relationship Manager Licensed

    3 weeks ago

    Vacaville, CA, United States BMO Financial Full time

    Application Deadline: In order to make an application, simply read through the following job description and make sure to attach relevant documents. Retail Banking Sales & Service This is a licensed position requiring the SIE, Series 6, 63, Life and Health Bilingual in English and Spanish Language is preferred The mission of Premier Services is to help...

  • Senior Category Manager

    2 days ago

    Vacaville, United States Lonza Full time

    United States, Vacaville (California) Today, Lonza is a global leader in life sciences operating across five continents. While we work in science, there’s no magic formula to how we do it. Our greatest scientific solution is dedicated people working together, devising ideas that help businesses to help people. In exchange, we let our people own their...

  • Retail Product Manager

    3 months ago

    Vacaville, United States Travis Credit Union Full time

    Job DescriptionJob DescriptionSummary: Travis Credit Union’s (TCU) Product Manager will be responsible for the design, development, and execution of strategies to drive the innovation and future state of TCU’s business growth through product value proposition. This position will have responsibility and accountability for managing, analyzing, and...

  • Senior Strategic Category Manager

    3 weeks ago

    Vacaville, United States Lonza Full time

    United States, Vacaville (California) Today, Lonza is a global leader in life sciences operating across five continents. While we work in science, there’s no magic formula to how we do it. Our greatest scientific solution is dedicated people working together, devising ideas that help businesses to help people. In exchange, we let our people own their...

  • Senior Strategic Category Manager

    4 weeks ago

    Vacaville, United States Lonza Full time

    Job DescriptionUnited States, Vacaville (California) Today, Lonza is a global leader in life sciences operating across five continents. While we work in science, there’s no magic formula to how we do it. Our greatest scientific solution is dedicated people working together, devising ideas that help businesses to help people. In exchange, we let our people...

  • Senior Strategic Category Manager

    4 weeks ago

    Vacaville, United States Lonza Full time

    United States, Vacaville (California) Today, Lonza is a global leader in life sciences operating across five continents. While we work in science, there’s no magic formula to how we do it. Our greatest scientific solution is dedicated people working together, devising ideas that help businesses to help people. In exchange, we let our people own their...

  • Scientist

    2 weeks ago

    Vacaville, United States Nexture Bio Full time

    Biomaterials ScientistNexture Bio is seeking a skilled and motivated Biomaterials Scientist with expertise in 3D tissue engineering to help drive the development of advanced biomaterials to enable the field of cell-cultured meat. The ideal candidate will be a technical expert and have hands-on experience with the construction of 3D architecture through...

  • Scientist

    2 weeks ago

    Vacaville, United States Nexture Bio Full time

    Biomaterials ScientistNexture Bio is seeking a skilled and motivated Biomaterials Scientist to help drive the development of advanced biomaterials to enable the field of cell-cultured meat. The ideal candidate will be a technical expert and have hands-on experience with the forming of biopolymers through various methods (e.g., electrospinning equipment...

  • Room Attendant

    2 months ago

    Vacaville, United States Fairfield Inn Vacaville Full time

    Compensation Type Hourly Highgate Hotels Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the...

  • Front Desk Agent

    3 weeks ago

    Vacaville, United States Fairfield Inn Vacaville Full time

    Compensation Type: Hourly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the...

  • Front Desk Agent

    3 weeks ago

    Vacaville, United States Fairfield Inn Vacaville Full time

    Compensation Type: Hourly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the...

  • Front Desk Agent

    3 weeks ago

    Vacaville, United States Fairfield Inn Vacaville Full time

    Compensation Type: Hourly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the...

  • Retail Mortgage Loan Officer

    3 months ago

    Vacaville, United States Travis Credit Union Full time

    Job DescriptionJob DescriptionThis position is HYBRID, M-F 9:00-6:00, 40 hours/week.Candidates must currently reside and have history of self sourced business within the communities that Travis Credit Union serves:   Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus and Yolo countiesSummary: Travis...

  • Senior Strategic Category Manager

    4 weeks ago

    Vacaville, CA, United States Lonza Full time

    United States, Vacaville (California) Today, Lonza is a global leader in life sciences operating across five continents. While we work in science, there’s no magic formula to how we do it. Our greatest scientific solution is dedicated people working together, devising ideas that help businesses to help people. In exchange, we let our people own their...

  • Senior Strategic Category Manager

    3 weeks ago

    Vacaville, CA, United States Lonza Full time

    United States, Vacaville (California) Today, Lonza is a global leader in life sciences operating across five continents. While we work in science, there’s no magic formula to how we do it. Our greatest scientific solution is dedicated people working together, devising ideas that help businesses to help people. In exchange, we let our people own their...

  • Front Desk Agent

    3 weeks ago

    Vacaville, California, 95687, Solano County, CA, United States Fairfield Inn Vacaville Full time

    Compensation Type: Hourly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the...