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BMO Financial Group Managing Director, Investment Banking in Boston, Massachusetts

Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.

  • Demonstrates ability to win business from new clients and develop new client relationships.

  • Generates significant revenue over a sustained period of time and recognizes revenue opportunities to cross-sell products from all areas of the bank.

  • Uses expertise in financial markets to cultivate new and existing client relationships.

  • Oversees deal origination. Operates as key member of the deal team with efforts to maximize sector penetration & returns.

  • Creates client pitch books with respect to financial solutions and leads client presentations.

  • Monitors client, industry and regulatory agencies for potential changes that may affect client portfolio & business needs.

  • Initiates contact with partners for new client sales.

  • Collaborates with sector coverage relationship partner to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions.

  • Leads the deal team in executing pitches to prospective clients with efforts that maximize sector penetration and returns.

  • Provides outstanding deal, business development, and other expertise.

  • Negotiates transactions with clients for highly complex deals.

  • Successfully represents BMO's capabilities with new and existing clients.

  • Develops and maintains strong client relationships with decision makers.

  • Acts as a client advocate to deliver exemplary service and advice in a professional, ethical, and conscientious manner.

  • Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.

  • Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates.

  • Develops an expert understanding of business/group challenges.

  • Recommends measures to improve organizational effectiveness.

  • Represents the bank and demonstrates leadership through participation on industry working groups.

  • Recommends business priorities, advises on resource requirements, and develops roadmap for strategic execution.

  • Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.

  • Works with specialists as needed to support successful deal completion.

  • Effectively influences and gains support of other areas of the firm to deliver client solutions.

  • Ensures alignment between stakeholders.

  • Significantly contributes to building an integrated team by breaking down inefficiencies and role modeling teamwork with a client-centered approach.

  • Acts as the prime contact for internal/external stakeholder relationships, which may include regulators.

  • Creates financial models to analyze client portfolios and anticipate client needs.

  • Uses financial analysis to proactively identify opportunities to cross-sell.

  • Generates updated financial models / analyses as business needs and industry requirements dictate.

  • Analyzes/ assesses industry compilations.

  • Applies appropriate technical concepts and completes / leads consistent and reliable technical and financial reports / analyses to support client deliverables.

  • Leads in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.

  • Understands the complexity of transactions and related risks (credit, market, operational, legal/compliance, etc.).

  • Balances the Bank's risk appetite with the client needs when making recommendations/ proposal.

  • Makes decisions based on a strong understanding of risks; effectively evaluates risk-return trade-offs, and proactively takes accountability for risks assumed.

  • Ensures compliance with Bank policies and guidelines applicable to the division.

  • Initiates amendments to current policies and guidelines and ensures that new policies and guidelines are established when necessary or appropriate.

  • Ensures that systems, reporting, and other controls are sufficiently robust to meet applicable policies and guidelines and mitigate risk.

  • Ensures all risk management and compliance reports are current, accurate, and relevant.

  • Acts in a leadership role to drive improved efficiency and effectiveness.

  • Identifies issues, gaps, and process improvements through open communication both internally and with other bank areas, and by monitoring productivity against benchmarks.

  • Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.

  • Reviews and guides work of team members to deliver business results.

  • Delivers financial modeling to support strategic recommendations to clients.

  • Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.

  • Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.

  • Influences how teams/groups work together.

  • Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.

  • Communicates abstract concepts in simple terms.

  • Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.

  • Anticipates trends and responds by implementing appropriate changes.

  • Broader work or accountabilities may be assigned as needed. Qualifications:

  • Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

  • An undergraduate degree in finance, economics, or accounting preferred with high academic achievement.

  • CFA or MBA or equivalent experience in financial services, accounting, and legal fields.

  • Minimum of 10 years of relevant experience in investment banking, negotiating and structuring financial transactions. This should include some in a corporate lending environment developing business.

  • Relevant business services sector experience is highly desired.

  • Excellent knowledge of the bank’s products and services.

  • Expert knowledge in one or more areas as recognized by clients and peers.

  • Significant experience in management, change management, and leadership.

  • Expertise in financial computer applications and database management tools.

  • Seasoned expert with extensive industry knowledge.

  • Technical leader viewed as a thought leader for innovation.

  • Verbal & written communication skills - Expert.

  • Analytical and problem solving skills - Expert.

  • Influence skills - Expert.

  • Collaboration & team skills; with a focus on cross-group collaboration - Expert.

  • Able to manage ambiguity.

  • Data driven decision making - Expert.

We’re here to help

At BMO Harris Bank we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

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BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO Harris Bank does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO Harris Bank, directly or indirectly, will be considered BMO Harris Bank property. BMO Harris Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.