Managing Director, Wealth Management

Final date to receive applications: 02/26/2026
Address: 1 W Main Street
Job Family Group:
Wealth Sales & Service

• Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction.
• Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance.
• Works collaboratively in the branch and regional teams to identify and make referrals.
• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
• Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio.
• Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor.
• Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs.
• Leads a deal team to meet client needs when acting as the lead relationship manager.
• Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs.
• Plays a leadership role in developing banking expertise across the group to deliver the overall desired client experience.
• Demonstrates an in-depth understanding of the financial planning/advisory approach utilized in managing client relationships.
• Demonstrates an in-depth understanding of the credit risks associated with lending to the client base to manage the risks of the loan portfolio.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Identifies emerging issues and trends to inform decision-making.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Partners with the leadership team on strategic direction and complex line-of-business projects.
• Conducts independent analysis and assessment to resolve strategic issues.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance and addresses any issues.
• Develops and negotiates complex credit strategies, ensuring appropriate remuneration.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes.
• Ensures high quality of information obtained to support decisions.
• Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services.
• Negotiates appropriate pricing using discretion where required to build a profitable portfolio.
• Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations.
• Applies financial planning skills and concepts against each client's personal and financial situation.
• Acts as an ambassador to enhance BMO's reputation in the market.
• Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability for potential conflicts of interest, safeguarding customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
• Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory, and technology requirements.
• Ensures lending and non-lending decisions, prospecting activities are adequately…