Director, RM - Non Profit​/Education​/Senior Living

Responsibilities

• Facilitate growth through business development and management of key client relationships.
• Maintain an outstanding record of significant revenue generation from sales and syndications.
• Act as an escalation point for complex client issues, resolving conflicts and maintaining strong relationships.
• Lead the structuring of high‑value, complex deals and credit approvals, ensuring alignment with client needs.
• Oversee credit approvals and drive pricing coordination, acting as the primary client advocate.
• Drive negotiations for high‑value, complex transactions ensuring deals meet client needs.
• Manage high‑value client portfolios, driving cross‑selling, retention and profitability.
• Implement cross‑selling initiatives, driving client engagement and converting opportunities into sales.
• Lead market‑coverage strategies to expand portfolios, identify opportunities and align with business goals.
• Represent the bank at industry forums, leveraging insights on trends, competition and emerging products to drive decision‑making.
• Engage with senior leadership and cross‑functional teams to align strategies, address client needs and drive holistic solutions.
• Deliver reports to leadership on team performance, client satisfaction, market trends and strategic initiatives.
• Drive strategic advisory on loan products, rates, terms and collateral requirements, ensuring tailored solutions.
• Build and maintain strong long‑term relationships with high‑value clients, providing strategic advice.
• Structure deals, secure credit approvals, negotiate high‑value transactions and identify cross‑selling opportunities.
• Analyze market trends, client industry developments and competitive positioning to inform strategies.
• Work closely with internal teams to define products, solutions and strategies best fitting client needs.
• Identify share‑of‑wallet opportunities.
• Leverage analysis tools to nurture and grow portfolios exceeding ROE thresholds and evaluate client returns.
• Ensure adherence to regulatory requirements, internal controls and compliance policies in all relationship management activities.
• Operate at a group/enterprise level, serving as a specialist resource to senior leaders and stakeholders.
• Apply expertise creatively to address unique or ambiguous situations and solve complex, non‑routine problems.
• Implement changes in response to shifting trends.
• Take measured risks while protecting the bank by applying the Risk Management Framework in line with the bank’s risk appetite and policy documents.

• 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar banking environment with sales metrics.
• Bachelor’s degree required;
  Business Administration, Finance and Accounting preferred (other related disciplines or commensurate experience considered).
• Credit Qualification and associated credit knowledge and skills according to credit portfolio requirements if the role is credit‑qualifiable.
• Advanced proficiency in Project Management, Change Management, Product Knowledge, Regulatory Compliance, Deal Structuring, Portfolio Management, Credit Risk Assessment, Customer Service, Stakeholder Management, Negotiation and Customer Relationship Building.
• Seasoned professional with a combination of education, experience and industry knowledge.

Salary: $ – $ (Salaried). The above represents the BMO Financial Group’s pay range. Salaries may vary based on location, skills, experience, education and qualifications, and may include a commission structure. For commission roles, the listed salary represents the expected target for the first year.

Benefits include health insurance, tuition reimbursement, accident and life insurance, retirement savings plans and other performance‑based incentives, discretionary bonuses and additional perks and rewards.

BMO is a proud equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, protected veteran status, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable laws, and provide reasonable accommodations to individuals with disabilities.

If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to  with the nature of your request and your contact information.