Wealth Management Director

6 days ago

Newport Beach, United States Bank of Montreal Full time

Job Summary

We are seeking a seasoned professional to join our team as a Wealth Management Director. In this role, 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.
  • Produce client reports that demonstrate the value provided and assess clients at-risk for retention.
  • Make recommendations to senior leaders on strategy and new initiatives.
  • Act as a subject matter expert on relevant regulations and policies.
  • Network with industry contacts to gain competitive insights and best practices.
  • Proactively identify client needs and concerns to diagnose and facilitate resolution of client issues.
  • Introduce subject matter experts to the client.
  • Share wealth solutions expertise and product knowledge across regional teams.
  • Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs.
  • Manage resources and lead the execution of strategic initiatives to deliver on business and financial goals.
  • Recommend business priorities, advise on resource requirements, and develop roadmaps for strategic execution.
  • Conduct independent analysis and assessment to resolve strategic issues.
  • Act as the prime subject matter expert for internal/external stakeholders.
  • Build effective relationships with internal/external stakeholders.
  • Ensure alignment between stakeholders.
  • Bridge banking, trust, and investment disciplines together for client communications when the full relationship exists.
  • Break down strategic problems, analyze data and information to provide insights and recommendations.
  • Monitor and track performance, and address any issues.
  • Design and produce regular and ad-hoc reports, and dashboards.

Requirements

  • Typically 7+ years of relevant experience and post-secondary degree in a 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.

What We Offer

We offer a competitive salary range of $110, $204,100.00, a salaried pay type, and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About Us

We are the Bank of Montreal, a leading financial institution committed to an inclusive, equitable, and accessible workplace. We strive to help our customers reach their goals and make a positive impact in our communities.

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