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Mass Affluent Relationship Manager — Trusted Advisor

Job in Verona, Dane County, Wisconsin, 53593, USA
Listing for: BMO U.S.
Full Time position
Listed on 2026-08-14
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 52000 - 96000 USD Yearly USD 52000.00 96000.00 YEAR
Job Description & How to Apply Below

BMO Financial Group is seeking a branch-centric relationship professional to manage a mass affluent client portfolio across multiple locations. You will uncover financial needs, provide solutions, and collaborate with partners to deliver an outstanding customer experience.

The role emphasizes consultative selling, risk-aware credit review, and education on digital banking tools while supporting growth and retention across the branch network.

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