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BMO Financial
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  • Commercial Banking - Technology Vertical Portfolio Manager  

    - San Francisco
    Application Deadline: 06/04/2026Address:180 Montgomery St.Job Family... Read More

    Application Deadline:

    06/04/2026

    Address:

    180 Montgomery St.

    Job Family Group:

    Commercial Sales & Service

    Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients in the technology industry. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.

    Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies.Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements.Signs off on new, renewal and extension loans within delegated authority.Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities.Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives.Leads proposal development and delivers presentations to capture new business and expand client relationships.Networks with industry contacts to gather competitive insights and best practices.Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio.Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policiesConducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisionsMonitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed.Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships.Identifies revenue and cross-selling opportunities to enhance portfolio growth.Identifies share of wallet opportunities.Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

    Qualifications:

    Preferred 5 - 7 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.Deep knowledge and technical proficiency gained through extensive education and business experience.

    Foundational level of proficiency:

    Structuring Deals

    Advanced level of proficiency:

    Problem SolvingCollaborationDetail-OrientedCustomer ServiceLoan StructuringRegulatory CompliancePortfolio ManagementCredit Risk AssessmentBanking OperationsMicrosoft Office

    Expert level of proficiency:

    Financial analysis

    Salary :

    $88,800.00 - $165,600.00

    Pay Type:

    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:

    About Us

    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. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at

    BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

    BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.

    Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

    Read Less
  • Senior Private Banker  

    - Los Angeles
    Application Deadline: 05/14/2026 Address:10250 Constellation Blvd Job... Read More
    Application Deadline:

    05/14/2026

    Address:

    10250 Constellation Blvd

    Job Family Group:

    Wealth Sales & Service

    Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.

    Salary :

    $122,400.00 - $228,000.00
    Pay Type:

    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:

    About Us

    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. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at

    BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details Read Less
  • Senior Portfolio Manager - Commercial (Emerging Middle Market)  

    - City Of Industry
    Application Deadline: 05/22/2026 Address:13300 Crossroads Parkway Nort... Read More
    Application Deadline:

    05/22/2026

    Address:

    13300 Crossroads Parkway North

    Job Family Group:

    Commercial Sales & Service

    Come join our amazing team!

    We are currently searching for a Senior Commercial Portfolio Manager to join our team in the Emerging Middle Market. The main responsibility of this role is to evaluate the risk level of our commercial transactions and make well-informed decisions based on our company's guidelines and standards. The ideal candidate should have extensive knowledge in commercial loans and be able to effectively manage a portfolio. Evaluates all financial statements (business and personal tax returns, fiscal year-end and interim statements and personal financial statements) for credit worthiness. Identifies recurring and non-recurring income/expenses. Comprehend all schedules, notes, and K-1's. Differentiates between cash and accrual method as well as comprehend UCA cash flow analysis. Consolidates related entities and summarizes results. Identifies credit strengths, weaknesses, industry risks, and anomalies that lead to further investigation. Determines or amends applicable loan agreement covenant and monitoring requirements. Collaborates with Relationship Managers on reasoning for a particular decision, answering potential loan request questions, identifying/resolving potential problem loans. Prepares a comprehensive credit summary in conjunction with the Relationship Managers and Credit Manager to address all material aspect of the request. Supports management of the Relationship Manager portfolio by addressing covenant violations, completing annual review/renewals, and identifying opportunities.
    Ideal candidate analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.Performs financial analysis and calculations, assesses client creditworthiness, prepares detailed credit summaries, analyses financial performance and risk profiles of clients within the portfolio.Utilizes financial models and analytical tools to assess client repayment capacity and recommend appropriate loan structures and collateral.Supports credit-granting decisions by making recommendations to manager.Supports portfolio monitoring and compliance, within the portfolio to identify deteriorating credit conditions and ensure compliance.Analyses metrics and assesses industry trends to spot risks and opportunities.Supports the negotiation of loan terms and conditions and the structuring of loans that align with client requirements and ensure compliance with the banks risk appetite and policies.Develops proposals to capture new business and expand client relationships.Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policiesConducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisionsMonitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed.Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships.Identifies revenue and cross-selling opportunities to enhance portfolio growth.Identifies share of wallet opportunities.Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed. Qualifications:Preferred 3 - 4 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.Technical proficiency gained through education and/or business experience. Intermediate level of proficiency:Problem SolvingCollaborationDetail-OrientedAnalytical ThinkingLoan StructuringRegulatory CompliancePortfolio ManagementCredit Risk AssessmentBanking OperationsMicrosoft Office Advanced level of proficiency:Data analysis toolsFinancial analysis Salary :

    $69,000.00 - $127,800.00
    Pay Type:

    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:

    About Us

    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. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at

    BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

    BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.

    Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

    Read Less
  • Portfolio Manager  

    - Hinsdale
    Application Deadline: 05/28/2026 Address:114 W First Street Job Family... Read More
    Application Deadline:

    05/28/2026

    Address:

    114 W First Street

    Job Family Group:

    Wealth Sales & Service

    Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.Develops investment proposals and participates in meetings with prospects/clients.Develops investment plan for clients and/or prospects using trading, liquidity, hedging and/or tax strategies.Produces client reports based on analysis of client-specific investment data.Provides guidance to the relationship manager on portfolio management issues.Evaluates investment markets, portfolio characteristics and investment manager performance.Reviews and reports on the economy, stock/bond market performances, economic trends and changes in regulations affecting investments.Consults portfolio managers and relationship managers in the development of optimal portfolios for prospective and existing clients.Performs asset allocation studies and recommends changes allocation strategies.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Acts as liaison between trading desks to assist clients with specialized equity needs including management of concentrated positions and hedging strategies.Collects data needed for quarterly performance reporting and analyzes the performance of each mandate on the platform.Develops and recommends model portfolios based on the statistical evaluation of risk, return, and correlations.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Uses models to structure a portfolio based on specific criteria.Prepares spreadsheets and reports with information about performance information, portfolio summaries, asset allocation targets, etc.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Oversees assigned accounts in accordance with internal procedures and policies.Makes recommendations regarding the maintenance and implementation of the supervisory system for managed accounts.Provides input into the planning and implementation of operational programs.Leads/participates in the design, implementation and management of core business/group processes.Develops and manages a business/group program.Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.Performs sales & service support activities as required to meet client needs and maintain overall service levels.Provides administrative support to team members and relationship managers that includes regular communication with clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying performance measurement reports.Meets high-quality service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.MBA or Finance certification preferred.In-depth understanding of portfolio management principles and asset mix determination.In-depth knowledge of equity and fixed income markets.In-depth understanding of tax-related issues affecting investmentsIn-depth knowledge of the regulatory environment.Proficiency with investment management software.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth. Salary :

    $74,000.00 - $138,000.00
    Pay Type:

    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:

    About Us

    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. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at

    BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

    BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.

    Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

    Read Less
  • Private Wealth Advisor - Director  

    - Chicago
    Application Deadline: 05/08/2026 Address:320 S Canal Street Job Family... Read More
    Application Deadline:

    05/08/2026

    Address:

    320 S Canal Street

    Job Family Group:

    Wealth Sales & Service

    Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to craft and execute creative solutions for the client.Develops and executes the business development strategy, sales targets and the sales results for the assigned region.Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan.Act as the primary Relationship Manager for assigned client relationshipsLeads / assists with creation business proposals or presentations (e.g. relationship plans, financial plans and reviews)Leads Annual Client Review with team members to evaluate changing needs, increase communication with client, and implement the client experience.Produces client reports that demonstrate the value provided and assesses clients at-risk for retention.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.May network with industry contacts to gain competitive insights and best practices.Proactively identifies client needs and concerns to diagnose and facilitate resolution of client issues.Introduces subject matter experts to the client.Shares wealth solutions expertise and product knowledge across regional team.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.Conducts independent analysis and assessment to resolve strategic issues.Acts as the prime subject matter expert for internal/external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Bridges banking, trust and investment disciplines together for client communications when the full relationship exists.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Oversees the design, development, and implementation of tools and training required to deliver business results.Leads/participates in the design, implementation and management of core business/group processes.Develops and manages a business/group program.Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.Uses an advisory-based financial planning approach to manage opportunities and relationships.Supports the achievement of the business plan within the designated territory / region.Collaborates effectively with internal stakeholders to build capability and drive business growth.Meets high-quality service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed. Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.MBA certification preferred.Experience dealing with HNW clients and equivalent knowledge base.Certified Financial Planner is preferred.Broad knowledge of all facets of wealth management.In-depth / expert knowledge of Bank products, services and capabilities.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert. Salary :

    $102,000.00 - $190,000.00
    Pay Type:

    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:

    About Us

    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. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at

    BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

    BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.

    Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

    Read Less
  • Senior Private Banker  

    - San Francisco
    Application Deadline: 05/14/2026 Address:180 Montgomery St. Job Family... Read More
    Application Deadline:

    05/14/2026

    Address:

    180 Montgomery St.

    Job Family Group:

    Wealth Sales & Service

    Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.

    Salary :

    $122,400.00 - $228,000.00
    Pay Type:

    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:

    About Us

    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. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at

    BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details Read Less
  • Senior Portfolio Manager  

    - Milwaukee
    Application Deadline: 05/28/2026 Address:790 N Water Street Job Family... Read More
    Application Deadline:

    05/28/2026

    Address:

    790 N Water Street

    Job Family Group:

    Wealth Sales & Service

    Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.Enhances presence in the marketplace by collaborating with other experts to create integrated business development strategies.Develops investment proposals and participates in meetings with prospects/clients.Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.May network with industry contacts to gain competitive insights and best practices.Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Acts as the prime subject matter expert for internal/external stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Defines business requirements for analytics & reporting to ensure data insights inform business decision making.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Collects data needed for quarterly performance reporting and analyzes the performance of each mandate on the platform.Develops and recommends model portfolios based on the statistical evaluation of risk, return, and correlations.Prepares spreadsheets and reports with information about performance information, portfolio summaries, asset allocation targets, etc.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Leads the development of the communication strategy focusing on positively influencing or changing behaviour.Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Leads / participates in the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines.May provide specialized support for other internal and external regulatory requirements.Oversees the design, development, and implementation of tools and training required to deliver business results.Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements.Leads/supports contract negotiations with vendors, balancing cost, risk and performance.Leads/participates in the design, implementation and management of core business/group processes.Develops and manages a business/group program.Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.Performs sales & service support activities as required to meet client needs and maintain overall service levels.Provides administrative support to team members and relationship managers that includes regular communication with clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying performance measurement reports.Meets high-quality service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed. Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.MBA or Finance certification preferred.In-depth / expert understanding of portfolio management principles and asset mix determination.In-depth / expert understanding of fiduciary law and applicability to trust investment accounts.In-depth / expert knowledge of equity and fixed income markets.In-depth / expert understanding of tax-related issues affecting investments.In-depth / expert knowledge of the regulatory environment.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert. Salary :

    $91,800.00 - $171,000.00
    Pay Type:

    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:

    About Us

    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. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at

    BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

    BMO is committed to working with and providing reasonable accommodations to individuals with disabilities . click apply for full job details Read Less
  • Portfolio Manager - Commercial Real Estate (Emerging Middle Market)  

    - Greenwood Village
    Application Deadline: 05/20/2026Address:6455 S. Yosemite St.Job Fami... Read More

    Application Deadline:

    05/20/2026

    Address:

    6455 S. Yosemite St.

    Job Family Group:

    Commercial Sales & Service

    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. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society.

    Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.

    Performs financial analysis and calculations, assesses client creditworthiness, prepares detailed credit summaries, analyses financial performance and risk profiles of clients within the portfolio.Utilizes financial models and analytical tools to assess client repayment capacity and recommend appropriate loan structures and collateral.Supports credit-granting decisions by making recommendations to manager.Supports portfolio monitoring and compliance, within the portfolio to identify deteriorating credit conditions and ensure compliance.Analyses metrics and assesses industry trends to spot risks and opportunities.Supports the negotiation of loan terms and conditions and the structuring of loans that align with client requirements and ensure compliance with the banks risk appetite and policies.Develops proposals to capture new business and expand client relationships.Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policiesConducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisionsMonitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed.Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships.Identifies revenue and cross-selling opportunities to enhance portfolio growth.Identifies share of wallet opportunities.Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.

    Qualifications:

    Preferred 3 - 4 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.Technical proficiency gained through education and/or business experience.

    Intermediate level of proficiency:

    Problem SolvingCollaborationDetail-OrientedAnalytical ThinkingLoan StructuringRegulatory CompliancePortfolio ManagementCredit Risk AssessmentBanking OperationsMicrosoft Office

    Advanced level of proficiency:

    Data analysis toolsFinancial analysis

    Salary :

    $69,000.00 - $127,800.00

    Pay Type:

    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:

    About Us

    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. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at

    BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

    BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.

    Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

    Read Less
  • Commercial Banking - Diversified Industries Portfolio Manager  

    - San Francisco
    Application Deadline: 05/21/2026Address:180 Montgomery St.Job Family... Read More

    Application Deadline:

    05/21/2026

    Address:

    180 Montgomery St.

    Job Family Group:

    Commercial Sales & Service

    Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.

    Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies.Develops comprehensive credit structures to meet the transactional needs of more complex clients.Signs off on new, renewal and extension loans within delegated authority.Conducts comprehensive portfolio monitoring including covenant compliance to identify deteriorating credit conditions.Conducts performance analysis, engages with clients and assesses industry trends to identify risks and opportunities.Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives.Handles escalated client concerns and service requests, ensuring expectations are consistently met or exceeded.Leads complex proposal development and delivers presentations to capture new business and expand client relationships.Engages with industry peers and networks to gather competitive insights and best practices, applying this knowledge to maintain a competitive edge.Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies.Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions.Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed.Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships.Identifies revenue and cross-selling opportunities to enhance portfolio growth.Identifies share of wallet opportunities.Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.

    Qualifications:

    Preferred 7+ years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.Bachelor's degree required, Master's degree preferred; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.Seasoned professional with a combination of education, experience and industry knowledge.

    Intermediate level of proficiency:

    Structuring DealsChange Management

    Advanced level of proficiency:

    Detail-OrientedLeadership

    Expert level of proficiency:

    Loan StructuringRegulatory CompliancePortfolio ManagementCredit Risk AssessmentBanking OperationsFinancial analysisMicrosoft OfficeProblem SolvingCustomer Service

    Salary :

    $122,400.00 - $228,000.00

    Pay Type:

    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:

    About Us

    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. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at

    BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

    BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.

    Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

    Read Less
  • VP, Portfolio Manager  

    - Chicago
    Application Deadline: 05/28/2026Address:320 S Canal StreetJob Family... Read More

    Application Deadline:

    05/28/2026

    Address:

    320 S Canal Street

    Job Family Group:

    Commercial Sales & Service

    Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.

    Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies.Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements.Signs off on new, renewal and extension loans within delegated authority.Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities.Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives.Leads proposal development and delivers presentations to capture new business and expand client relationships.Networks with industry contacts to gather competitive insights and best practices.Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio.Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policiesConducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisionsMonitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed.Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships.Identifies revenue and cross-selling opportunities to enhance portfolio growth.Identifies share of wallet opportunities.Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

    Qualifications:

    Preferred 5 - 7 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.Deep knowledge and technical proficiency gained through extensive education and business experience.

    Foundational level of proficiency:

    Structuring Deals

    Advanced level of proficiency:

    Problem SolvingCollaborationDetail-OrientedCustomer ServiceLoan StructuringRegulatory CompliancePortfolio ManagementCredit Risk AssessmentBanking OperationsMicrosoft Office

    Expert level of proficiency:

    Financial analysis

    Salary :

    $88,800.00 - $165,600.00

    Pay Type:

    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:

    About Us

    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. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at

    BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

    BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.

    Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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Astrid-Lindgren-Weg 12 38229 Salzgitter Germany