BMO Financial Group
Private Wealth Advisor / Director
BMO Financial Group, Winnetka, Illinois, United States, 60093
Application Deadline:
10/24/2024Address:
520 Green Bay RoadJob Family Group:
Wealth Sales & ServiceNOT A LEADERSHIP ROLE:This is a business development / relationship management position. Seeking seasoned professionals within the Winnetka, IL market who have held similar roles and worked with high net worth clients in providing financial planning as well as other banking services to fulfill their needs. Invested in the community, with a strong COI network.Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the client’s specific financial planning needs. Coordinates and integrates a team of subject matter experts to craft and execute creative solutions for the client.Key Responsibilities:
Develops and executes the business development strategy, sales targets, and the sales results for the assigned region.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 (e.g. internal team, outside attorneys, accountants) to create an integrated business development plan.Acts as the primary Relationship Manager for assigned client relationships.Leads/assists with the creation of business proposals or presentations (e.g. relationship plans, financial plans, and reviews).Leads Annual Client Review with team members to evaluate changing needs, increase communication with clients, and implement the client experience.Produces client reports that demonstrate the value provided and assesses clients at risk for retention.Makes recommendations to senior leaders on strategy and new initiatives based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.Proactively identifies client needs and concerns to diagnose and facilitate resolution of client issues.Introduces subject matter experts to the client.Shares wealth solutions expertise and product knowledge across the regional team.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.Conducts independent analysis and assessment to resolve strategic issues.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Bridges banking, trust, and investment disciplines together for client communications when the full relationship exists.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports and dashboards.Supports the achievement of the business plan within the designated territory/region.Collaborates effectively with internal stakeholders to build capability and drive business growth.Meets high-quality service standards to maximize relationship retention and growth.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 ensure an effectively run function.Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to complex problems.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:
Typically 7+ years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.MBA certification preferred.Experience dealing with HNW clients and equivalent knowledge base.Certified Financial Planner is preferred.Broad knowledge of all facets of wealth management.In-depth/expert knowledge of Bank products, services, and capabilities.Verbal & written communication skills - In-depth/Expert.Analytical and problem-solving skills - In-depth/Expert.Influence skills - In-depth/Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth/Expert.Able to manage ambiguity.Data-driven decision-making - In-depth/Expert.Salary:
$100,000.00 - $185,500.00Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:
https://jobs.bmo.com/global/en/Total-RewardsWe’re here to helpAt 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.To find out more visit us at
http://jobs.bmo.com/us/enBMO 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. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
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10/24/2024Address:
520 Green Bay RoadJob Family Group:
Wealth Sales & ServiceNOT A LEADERSHIP ROLE:This is a business development / relationship management position. Seeking seasoned professionals within the Winnetka, IL market who have held similar roles and worked with high net worth clients in providing financial planning as well as other banking services to fulfill their needs. Invested in the community, with a strong COI network.Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the client’s specific financial planning needs. Coordinates and integrates a team of subject matter experts to craft and execute creative solutions for the client.Key Responsibilities:
Develops and executes the business development strategy, sales targets, and the sales results for the assigned region.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 (e.g. internal team, outside attorneys, accountants) to create an integrated business development plan.Acts as the primary Relationship Manager for assigned client relationships.Leads/assists with the creation of business proposals or presentations (e.g. relationship plans, financial plans, and reviews).Leads Annual Client Review with team members to evaluate changing needs, increase communication with clients, and implement the client experience.Produces client reports that demonstrate the value provided and assesses clients at risk for retention.Makes recommendations to senior leaders on strategy and new initiatives based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.Proactively identifies client needs and concerns to diagnose and facilitate resolution of client issues.Introduces subject matter experts to the client.Shares wealth solutions expertise and product knowledge across the regional team.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.Conducts independent analysis and assessment to resolve strategic issues.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Bridges banking, trust, and investment disciplines together for client communications when the full relationship exists.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports and dashboards.Supports the achievement of the business plan within the designated territory/region.Collaborates effectively with internal stakeholders to build capability and drive business growth.Meets high-quality service standards to maximize relationship retention and growth.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 ensure an effectively run function.Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to complex problems.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:
Typically 7+ years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.MBA certification preferred.Experience dealing with HNW clients and equivalent knowledge base.Certified Financial Planner is preferred.Broad knowledge of all facets of wealth management.In-depth/expert knowledge of Bank products, services, and capabilities.Verbal & written communication skills - In-depth/Expert.Analytical and problem-solving skills - In-depth/Expert.Influence skills - In-depth/Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth/Expert.Able to manage ambiguity.Data-driven decision-making - In-depth/Expert.Salary:
$100,000.00 - $185,500.00Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:
https://jobs.bmo.com/global/en/Total-RewardsWe’re here to helpAt 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.To find out more visit us at
http://jobs.bmo.com/us/enBMO 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. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
#J-18808-Ljbffr