Job summary
Job post source
This job is directly from BMO U.S.
Job overview
The Private Wealth Advisor Director role focuses on providing advisory-based sales and relationship management to enhance client experiences and grow a portfolio of client relationships.
Responsibilities and impact
Key responsibilities include developing business strategies, managing client relationships, collaborating with experts, leading client reviews, and ensuring compliance with regulations.
Compensation and benefits
The salary range is $110,000.00 - $204,100.00, with additional performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, and retirement savings plans.
Experience and skills
Candidates should have 7+ years of relevant experience, preferably with an MBA, and expertise in wealth management, particularly with high-net-worth clients.
Career development
The role offers opportunities for professional growth through training, coaching, and network-building within the company.
Work environment and culture
BMO promotes an inclusive and equitable workplace, valuing diverse perspectives and encouraging collaboration among employees.
Company information
BMO Financial Group is committed to creating positive change in business and life, focusing on innovation and economic growth.
Unique job features
The position distinguishes itself through its focus on holistic client solutions and collaboration with a team of subject matter experts.
Company overview
BMO U.S. is the American division of the Bank of Montreal (BMO), a leading North American financial services provider. They offer a wide range of banking products and services, including personal and commercial banking, wealth management, and investment banking. BMO U.S. generates revenue through interest on loans, fees for financial services, and investment income. The company has a significant history, having been established in 1817, and has grown through strategic acquisitions and expansions in the U.S. market.
How to land this job
Position your resume to highlight your advisory-based sales experience and relationship management skills, as these are crucial for the Private Wealth Advisor Director role at BMO U.S.
Emphasize your expertise in developing business strategies, collaborating with internal and external networks, and your ability to craft tailored financial solutions for high-net-worth clients.
Apply through multiple platforms, including BMO U.S.'s corporate site and LinkedIn, to maximize your chances of being noticed by hiring managers.
Connect with professionals in the wealth management division at BMO U.S. on LinkedIn; start conversations by referencing recent industry trends or asking about their experience at BMO.
Optimize your resume for ATS by incorporating keywords from the job description such as 'wealth management,' 'relationship management,' and 'business development strategy' to enhance visibility in applicant tracking systems.
Utilize Jennie Johnson's Power Apply feature to streamline your application process, ensuring your resume and cover letter are tailored to the job while also identifying networking opportunities at BMO U.S.
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