Associate Portfolio Manager

Associate – Role Description

As an Associate at Stoker Ostler, you will partner with one or more Portfolio Managers to deliver an exceptional client experience. This role supports all aspects of client relationships, including account administration, client service, financial planning, and proactive communication.

• Schedule client meetings and coordinate logistics
• Prepare comprehensive meeting materials
• Complete and track all follow-up items
• Maintain accurate and timely updates in the CRM system

• Prepare and process new account applications
• Facilitate account transfers and money movement requests
• Track transactions through completion
• Respond to routine client inquiries with accuracy and professionalism
• Draft Investment Policy Statements (IPS) and IPS addendums
• Communicate directly with clients to confirm transactions and address questions or concerns

• Prepare prospective client materials and required disclosures
• Support the onboarding process for new clients from start to finish
• Assist with follow-up actions to ensure a smooth transition

• Provide operational support for key year-end activities, including:
  • Family and charitable gifting
  • Required Minimum Distributions (RMDs)
  • Roth IRA conversions
  • Capital gains management
• Document activities in CRM and prepare confirmation communications

• Generate investment, performance, and tax-related reports as requested by Portfolio Managers

• Execute follow-up tasks related to comprehensive annual client reviews
• Ensure all activities meet compliance standards for both managed and courtesy accounts

• Assist with portfolio rebalancing, trading, and cash management activities

• Support the preparation of financial planning deliverables, including:
  • Statements of financial objectives
  • Net worth statements
  • Retirement projections
  • Cash flow analyses

• Bachelor’s degree required;
  Business or Finance a plus
• 2+ years of experience in financial services preferred
• Working knowledge of financial markets and investment concepts
• Interest in pursuing CFP®, CFA®, CPA, or MBA strongly preferred

• Strong written and verbal communication skills
• Professional presence with the ability to communicate effectively in both group and one-on-one settings
• High attention to detail and accuracy
• Excellent organizational, time management, and prioritization skills
• Ability to work independently, collaboratively, and cross-functionally
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Experience with Tamarac is a plus

$51,800.00 - $95,900.00

Salaried

The 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. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. 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:

At 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.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

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