Managing Director, Group Manager - Commercial; Emerging Middle Market

Position: Managing Director, Group Manager - Commercial (Emerging Middle Market)
Managing Director, Group Manager – Commercial (Emerging Middle Market) – BMO U.S.

BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life.

Location:

San Francisco, CA

Responsibilities and Expectations

• Overall growth in market share within the North Bay, East Bay, San Francisco, and South Bay.

• Leverage existing client network and drive direct new client acquisition.

• Recruit, develop, and coach the team to manage emerging middle‑market relationships with a focus on gaining market share and driving client satisfaction.

• Ensure internal control standards, including audit, regulatory, and compliance policies.

• Develop relationships with Portfolio Management and Treasury Product Services Teams and other key product and support partners.

• Leverage the integrated BMO One Client focus across all lines of business.

• Act as an escalation point for complex client issues and resolve conflicts.

• Lead structuring of high‑value, complex deals and credit approvals.

• Manage high‑value client portfolios, driving cross‑selling, retention, and profitability.

• Identify new business opportunities, acquire clients, penetrate markets, and expand the client base.

• Lead market coverage strategies to expand portfolios, identify opportunities, and align with business goals.

• Represent the bank at industry forums and conferences.

• Advise in committees and task forces to drive key initiatives.

• Streamline operational processes and implement best practices.

• Develop communication strategies to influence stakeholders.

• Oversee resource allocation for the team to meet organizational goals.

• Build strong, long‑term relationships with high‑value and strategic clients.

• Structure deals, secure credit approvals, and negotiate high‑value transactions.

• Analyze market trends and client industry developments to inform solution strategies.

• Collaborate with internal teams to define products and solutions that fit client needs.

• Identify share‑of‑wallet opportunities.

• Nurture and grow a portfolio that exceeds ROE thresholds.

• Ensure adherence to regulatory requirements and internal controls.

• Foster a culture aligned with BMO purpose, values, and strategy.

• Promote diversity and inclusion.

• Connect work to BMO’s purpose, set inspirational goals, and ensure accountability.

• Build interdependent teams across functional and operating groups.

• Attract, retain, and enable career development of top talent.

• Improve team performance, recognize and reward performance, coach employees, and manage poor performance.

• Operate at a group/enterprise level and serve as a senior specialist resource across BMO.

• Influence how teams/groups work together.

• Think creatively to address complex problems.

• Communicate abstract concepts in simple terms.

• Build strong internal and external networks to achieve business objectives.

• Anticipate trends and implement appropriate changes.

• Broader work or accountabilities may be assigned as needed.

Qualifications

• 10+ years of relevant experience in Relationship Management, Account Management, or Portfolio Management in a corporate banking environment with sales metrics.

• Bachelor’s degree required;
Master’s degree preferred. CPA certification preferred.

• Extensive industry knowledge and technical leadership.

• Thought leadership in innovation.

Expertise Required

• Product Knowledge

• Regulatory Compliance

• Structuring Deals

• Portfolio Management

• Credit Risk Assessment

• Project Management

• Change Management

• Customer Service

• Stakeholder Management

• Negotiation

• Customer Relationship Building

• People Management

Salary

$ – $

Pay Type

Salaried (may include a commission structure; commission details vary). Additional compensation may include performance‑based incentives, discretionary bonuses, and other perks such as health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Equal Employment Opportunity

BMO is a proud equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, protected veteran status, disability status, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable law. BMO is committed to providing reasonable accommodations to individuals with disabilities throughout the employment process.

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