National Director, BPIC

Final date to receive applications:

02/05/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

The role reports directly to the Senior Vice President and Head of North American Products and Platforms. It requires strong sales leadership to cultivate a positive sales culture, deliver training, enhance engagement and develop and elevate our client experience and go-to-market strategy. The individual will partner with our Regional Presidents to lead Talent Segment Strategy with a focus on attracting, developing, and retaining top talent.

They will collaborate closely with enterprise partners to drive visibility and engagement with the Private Counsel business to execute on the bank’s One Client strategy, and work with practice management to design and implement coaching and training programs.

Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.

• 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.
• Monitors performance results at the regional, market and professional level; develops action plans to resolve gaps.
• Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
• Enhances presence in the marketplace by collaborating with other experts to create integrated business development strategies.
• Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction.
• Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
• Develops an expert understanding of business/group challenges.
• Networks with industry contacts to gather competitive insights and best practices.
• Recommends measures to improve organizational effectiveness.
• May consult to or serve on various committees and task forces.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• 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 contact for internal/external stakeholder relationships, which may include regulators.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
• Monitors and tracks performance, and addresses any issues.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Collects data needed for quarterly performance reporting and analyzes the performance of each mandate on the platform.
• Develops and recommends model portfolios based on the statistical evaluation of risk, return, and correlations.
• Prepares spreadsheets and reports with information about performance information, portfolio summaries, asset allocation targets, etc.
• Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
• Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
• Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
• 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…