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Senior Portfolio Strategist & Fiduciary Leader
Job in
Hinsdale, DuPage County, Illinois, 60521, USA
Listed on 2026-08-27
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Bank of Montreal in Hinsdale, IL is seeking a senior investment professional to lead portfolio management and fiduciary leadership for a high-net-worth client base. You will develop investment strategies, prepare proposals, and present with senior leaders.
The role requires deep knowledge of equity and fixed income markets, tax implications, and regulatory frameworks; you will collaborate across teams, drive data-driven decisions, and mentor relationships managers.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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