Job Description
BMO Wealth Management is seeking a Managing Director to lead and grow our Orange County market, one of the most strategic and fastest-growing regions in the West. Based in Newport Beach, this leader will drive market expansion, lead and grow high-performing wealth and private banking teams, and foster strong collaboration across BMO to deliver exceptional client outcomes. This is a unique opportunity to help shape the next phase of BMO's Wealth Management platform in Southern California while making a meaningful impact in the local community.
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....
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....