Wealth Advisor Director

About the role

Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning.

Responsibilities

• Delivers a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning.
• Coordinates multi-disciplinary teams to craft and execute creative solutions for the client.
• Proactively identifies and executes growth opportunities within existing client relationships, drives increased wallet share through strategic cross-selling and relationship deepening initiatives.
• Drives complex acquisition strategies for “One Client” delivery through partnerships with Retail, Commercial and Capital Markets.
• Develops and executes the business development strategy, sales targets and the sales results for the assigned region.
• Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
• Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan.
• Acts as the primary Relationship Manager for assigned client relationships.
• Led / assists with creation business proposals or presentations (e.g. relationship plans, financial plans and reviews).
• Leads Annual Client Review with team members to evaluate changing needs, increase communication with client, and implement the client experience.
• Produces client reports that demonstrate the value provided and assesses 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.
• Ensures timely execution of transactions and requests.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Maintains rigorous risk management practices across all client solutions.
• 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.

Qualifications

• 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.
• Certified Financial Planner is preferred.
• Experience dealing with HNW clients and equivalent knowledge base.
• 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.
• Advanced Proficiency: Strategic relationship management, Networking, Business Development, Commercial acumen (i.e. can apply business and financial principles to create value for both the client and the firm), Financial planning, Client service, Collaboration, Customer Service, Problem Solving.

Pay

$102,000.00 - $190,000.00

Schedule

N/A

Benefits

N/A

Skills

N/A

Benefits

N/A

Company Information

BMO Financial Group is an equal opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.