Director of Managed Accounts at BMO Nesbitt Burns

Shape the future of discretionary portfolio management at BMO Nesbitt Burns as the Director of Portfolio Management Supervision. Drive compliance, risk management, and client protection across managed accounts.

You will lead the Managed Portfolio Account Supervision Team, ensuring regulatory adherence and overseeing a culture of compliance. Your strategic leadership will help shape the program's direction while collaborating with various internal teams. Focus on enhancing client outcomes and developing talent within your team.

Key Responsibilities:

• Lead a dynamic team focused on MPA supervision

• Implement and monitor compliance with regulatory standards

• Report supervision outcomes to senior management

• Support training and coaching for Associate Portfolio Managers

• Engage with governance committees to improve the MPA program

Requirements:

• CFA Charter holder or CIM designation required

• 5-10 years of related experience in wealth management

• In-depth knowledge of regulatory compliance

• Proven team leadership and development skills

• Strong communication and stakeholder engagement abilities

Join BMO to drive change in the managed accounts landscape and foster a culture of excellence.
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