Assistant Market Leader in Private Wealth

Join BMO as an Assistant Market Leader and drive exceptional client service in Private Wealth. Focus on strategic leadership and team development.

In this pivotal role, you'll support BMO’s growth by managing branch operations and enhancing customer experiences. Collaborate with stakeholders and lead the recruitment process while ensuring compliance with financial regulations. Your efforts will directly impact the profitability and sustainability of the branch.

Key Responsibilities:

• Develop and implement annual business plans and goals

• Model client service and sales best practices

• Analyze market trends to recommend strategic shifts

• Manage operational programs to ensure quality execution

• Conduct training and follow up on compliance reviews

Requirements:

• 7+ years in Wealth Management or related field

• In-depth leadership and coaching experience

• Understanding of financial regulations and client service standards

• Data-driven decision-making proficiency

• Ability to manage ambiguity and foster collaboration

Enhance your career at BMO by elevating client relationships and operational successes.
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