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BMO Financial Group Director, Senior Relationship Manager - Technology Banking in San Francisco, California

BMO Commercial Banking’s growing Technology practice is hiring a strong collaborative and self-starting Senior Relationship Manager. BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. BMO has a solid foundation in the Technology industry between its existing portfolio of Technology relationships and recent Bank of the West acquisition and recently formed a dedicated Technology Banking group, one of the bank’s top strategic priorities, with a mandate to grow. The Technology Banking team is supported by a dedicated Technology credit underwriting and portfolio management team as well as BMO’s Commercial- and Investment Banking product platform.

The Senior Relationship Manager will play an important role in the Technology Banking group’s buildout, reporting directly into the Regional Head of Technology Banking – Western U.S. The role will be responsible for developing a prospect portfolio in the Western U.S. of medium- to larger sized private and publicly listed Technology companies with a diverse and complex range of banking and finance needs, as well as managing an existing portfolio of clients.

The ideal candidate will be proactive and drive initiatives by actively sourcing and pursuing new business opportunities, acquiring new clients, and delivering BMO’s entire commercial banking and capital markets platform. The candidate will be responsible for managing important client relationships and act as a liaison between clients and different product partners and stakeholders. Additionally, they will consistently generate meaningful revenue from sales and syndications, while ensuring compliance with internal control standards, audit requirements, and regulatory policies.

Key requirements of the role:

  • Deep understanding of the Technology industry and its sub-sectors from a business development and credit risk analysis perspective

  • Solid understanding of capital structure considerations and experienced in working with product partners in capital markets and investment banking

  • Ability to have strategic conversations with C-Suite executives at prospect companies and become their trusted advisor

  • Well connected across the Technology eco-system with a track-record of successful business development in this industry sector

Additional Responsibilities:

  • Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities

  • Develops the business case by identifying needs, analysing potential options, and assessing expected return on investment

  • May network with industry contacts to gain competitive insights and best practices

  • Manages the risk of the assigned complex portfolio in a timely and precise manner

  • Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements

  • Gathers data to advance sale process and completes all required documentation

  • Engages in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action

  • Tracks implementation requests to keep the process on track with timelines

  • Involved with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met

  • Maintains current client information on Bank system/files to ensure client history is accurate and complete

  • Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine

  • Broader work or accountabilities may be assigned as needed


  • Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience

  • Solid commercial credit knowledge

  • Demonstrated history of successful business development, including ability to network in external markets

  • Demonstrated knowledge of the technology industry and its market’s competitive environment

  • Experience in contract negotiations with both clients and legal counsel

  • Experience drafting responses to complex RFPs

  • Expert Verbal & written communication skills

  • Expert analytical and problem-solving skills

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

  • Able to manage ambiguity

Compensation and Benefits:

$120,000.00 - $222,600.00

Pay Type:


The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s 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. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:

Equal Employment Opportunity Statement

BMO is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected. characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

We’re here to help

At BMO 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 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 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 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 does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO 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.