Director, Strategic Relationship Management

at  BMO Financial Group

QUALIFICATIONS & SKILLS

• Minimum 5 years in asset management with a strong focus on client engagement, sales, and business development.
• Post-secondary degree in finance, economics, business, or a related field.
• CFA designation preferred; other relevant professional designations are an asset.
• Deep understanding of investment strategies across multiple asset classes, including fixed income, equities, private assets, structured solutions, and ETFs.
• Proven ability to build and maintain relationships with Indigenous Governments, Investment Consultants, and other Institutional and High-Net-Worth investors, leveraging market insights to drive solutions.
• Exceptional verbal and written communication skills with the ability to present complex concepts in a clear and compelling manner.
• Expertise in data-driven decision-making, market analysis, and strategic problem-solving.
• Ability to assess business priorities, align objectives with market opportunities, and drive measurable outcomes.
• Strong interpersonal skills with the ability to work across teams, influence stakeholders, and foster a collaborative environment.
• Highly motivated and able to thrive in a fast-paced, evolving industry landscape.
• Experience using CRM tools and data analytics to track client interactions, monitor performance, and refine sales strategies.
  Working Conditions: Extensive travel is required to meet client needs and support business development activities.

ABOUT US

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 https://jobs.bmo.com/ca/en
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. 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

ABOUT THE ROLE

BMO Global Asset Management is seeking an experienced, results-driven professional to join our Institutional Sales and Services team as Director, Strategic Relationship Management, Western Canada. This role is pivotal in expanding our presence, deepening client relationships, and driving business growth in the region. The successful candidate will develop and execute sales strategies, engage with key stakeholders, and position BMO Global Asset Management’s investment solutions effectively.
We are looking for a dynamic and strategic thinker with a strong understanding of investment strategies across multiple asset classes, including fixed income, equities, private assets, structured solutions, and ETFs. This role will focus on building and managing relationships with Indigenous Governments, Investment Consultants, and other Institutional and High-Net-Worth investors. The ideal candidate will have the ability to navigate diverse client needs, identify opportunities, and contribute to the development of market-leading investment solutions.

KEY RESPONSIBILITIES

• Develop and execute a sales strategy that expands BMO Global Asset Management’s client base and strengthens existing relationships, with a focus on Indigenous Governments, Investment Consultants, and other Institutional and High-Net-Worth investors.
• Cultivate and manage relationships with clients, investment consultants, and key industry stakeholders to understand investment needs and deliver tailored solutions.
• Identify new business opportunities, analyze market trends, and proactively position BMO’s investment offerings to address client objectives.
• Organize and conduct presentations, conference calls, and industry discussions to promote investment strategies and thought leadership.
• Actively participate in industry events, forums, and networking opportunities to elevate BMO’s visibility in the investment community.
• Provide input into new product development and marketing strategies to ensure alignment with market trends and client needs.
• Ensure all activities comply with regulatory, legal, and internal policies while maintaining a high standard of ethical conduct.
• Utilize data analytics and CRM tools to track sales performance, evaluate trends, and refine strategies to optimize business growth.
• Work closely with internal partners across BMO, including Investment Specialists, Portfolio Managers, Indigenous Banking and Trust, as well as Wealth Management teams, to provide an integrated and seamless client experience.
• Stay informed about industry developments, regulatory changes, and economic conditions that may impact investment strategies and client needs.