Director, Corporate Finance | Upper Mid- Market

We are currently proactively looking for candidates for future opportunity.

Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

• Data driven decision making - In-depth / Expert.
• Verbal & written communication skills - In-depth / Expert.
• Ensures accurate billing to clients.
• Analytical and problem solving skills - In-depth / Expert.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
• Acts as a subject matter expert on relevant regulations and policies.
• Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
• Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
• Influence skills - In-depth / Expert.
• Tracks implementation requests to keep the process on track with timelines.
• Demonstrated knowledge of relevant industry verticals and market’s competitive environment
• Able to manage ambiguity.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Leads and executes business development plans to that business goals are achieved or exceeded.
• Broader work or accountabilities may be assigned as needed. Qualifications:
• Gathers data to advance sale process and completes all required documentation.
• Conflict Management & Resolution –In-depth
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Risk Management - In-depth
• If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
• Conducts independent analysis and assessment to resolve strategic issues.
• Experience in contact negotiations with both clients and legal counsel
• Financial and Working Capital Understanding – In-depth
• Provides strategic input into business decisions as a trusted advisor.
• May network with industry contacts to gain competitive insights and best practices.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Sales and Service Management –In-depth
• Experience drafting responses to complex RFPs
• Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Strategic Thinking – Working
• Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
• Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
• Relationship Management - In-depth
• Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position.
• Seasoned professional with a combination of education, experience and industry knowledge.
• Maintains current client information on Bank system/files to ensure client history is accurate and complete.
• Experience with Sales Strategy and Sales referral process development
• Implements changes in response to shifting trends.
• Demonstrated history of successful business development, including ability to network in external markets
• Change Leadership - Working
• Business Acumen – In-depth
• Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Manages the risk of the assigned complex portfolio in a timely and precise manner.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Resource Planning – Working

We’re here to help

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 https://jobs.bmo.com/ca/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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.