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BMO Financial Group Private Wealth Analyst in San Francisco, California

Strategic Context

Our vision is to be the single reference point for service to families of significant wealth. Our mission is to be the family office that defines exceptional client experience. We seek to provide the most high-touch, objective expertise needed to support and serve the wealth of families and families of wealth.

Our core services to families include Portfolio Management (asset allocation strategy, research, portfolio implementation, and investment reporting), Family Wealth (tax strategy and compliance, estate advisory, risk management, expense management and philanthropic planning and advisory), Capital Advisory (liquidity planning, capital structure advisory, lending and cash management), and Fiduciary (estate settlement, trusteeship and trust). We deliver services to clients primarily through BMO Family Office, LLC, BMO Bank N.A., and BMO Delaware Trust. Together, we have over 130 professionals who service approximately 300 families and manage or advise on approximately $20 billion in assets and administer another $75+ billion in assets.

Role Mandate

This role requires a person who is motivated, eager to learn, likes to get things done and has a mentality of ownership. We seek individuals who can identify issues and develop solutions. The Private Wealth Analyst will have the opportunity to interact with a dynamic and intellectual group of professionals who believes in improving not only the client’s experience, but the employee experience as well.

The UHNW Client Solutions Team is focused on improving the client and prospective client experience. We prepare prospective client proposals, oversee new client onboarding and coordinate delivery of services. In addition, we develop integration and collaboration between advisory teams by solving complex operational problems, developing data analytics for management reporting and leading business technology initiatives. The Private Wealth Analyst will assist team members in the functions of the group, and support both Lead Relationship Managers and the business development efforts of our Private Wealth Advisors.

Key Dimensions

  • Supports business development, sales and service delivered by Private Wealth Advisors and Lead Relationship Managers

  • Identifies ultra-high net worth (UHNW) business development opportunities to help grow BMO Family Office

  • Oversees delivery of services and introduction of new services to enhance the overall client experience

  • Acts as a key point of contact for clients, taking ownership of and collaborating with others to resolve issues, and recommending ways to improve the overall client experience

Key Accountabilities

  • Oversees the preparation of new business proposals or presentations to clients/prospects

  • Builds a relationship development plan for all assigned clients under the direction of the Lead Relationship Manager

  • Collaborates with internal stakeholders to identify business development opportunities

  • Designs and produces regular and ad-hoc reports and dashboards

  • Makes updates to sales forecast, pipeline and relationship plans

  • Assists in coordinating client meetings, calls and follow up action items

  • Monitors, investigates, and responds to client escalations and service issues

  • Coordinates account opening and other client onboarding documentation

  • Participates in relationship review process and completion of required action items

  • Meets high-quality service standards to maximize relationship retention and growth

  • Follows policies and procedures to reduce business risk and ensure safety of client assets

Knowledge and Skills

  • 4 to 6 years financial service experience in client service and/or business development

  • Bachelor’s degree in related field of study preferred

  • Knowledge of financial planning, wealth management and private banking

  • A willingness and aptitude to influence and recognize new business opportunities

  • Proficiency in MS Office suite of software and sales management software

  • Strong written and verbal communication skills

  • Ability to work collaboratively under tight deadlines and balance/prioritize tasks

  • Attention to detail and ability to practically apply written policy and procedures

Compensation and Benefits:

$61,600.00 - $114,400.00

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.

To find out more visit us at

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.