Treasury and Solutions Portfolio Manager, Wealth Management

Treasury and Payment Solutions Portfolio Manager, Wealth Management at BMO Financial summary:

Responsible for consultative sales and relationship management of treasury and payment solutions for wealth management clients, driving new business, cross-selling, and client retention while ensuring regulatory compliance. Oversees implementation, documentation, pricing, and timelines, provides subject-matter expertise on cash/ liquidity management and payment technologies, and coordinates internal stakeholders to close complex deals. Uses data analysis and process improvement to optimize client solutions and enhance client experience across BMO’s digital treasury product suite.

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Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes.

• Manages complex client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process.
• Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement.
• Promotes new business opportunities by building client relationships, cross-selling treasury solutions, and leveraging external networks.
• Coordinates deal closures by collaborating with internal teams, external stakeholders, and clients to ensure agreements are finalized effectively and in compliance with organizational standards.
• Ensures the accuracy of documentation for cash management services, reviewing service agreements and maintaining compliance with internal policies and guidelines.
• Proactively resolves discrepancies in client documentation and maturity reports, ensuring records are accurate and risks are mitigated efficiently.
• Monitors client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences.
• Serves as a subject matter expert to stakeholders, addressing treasury and payment-related challenges, and providing insights to improve processes and solutions.
• Advises clients on specialized cash flow and liquidity management strategies, offering tailored recommendations to enhance operational efficiency and financial planning.
• Attends industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies.
• Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
• Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital.
• Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
• Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions.
• Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements.
• Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• 5 – 7 years of…