Top Tech Jobs & Startup Jobs

Leads consultative sales and relationship management for treasury management, cash management, and payment solutions. Generates and closes complex deals, develops strategic client relationships, supports implementations, and identifies cross-selling opportunities. Provides tailored financial guidance, manages regulatory and portfolio risks, coordinates cross-functional initiatives, and improves sales and operational processes. Serves as a treasury subject matter expert while analyzing client data, optimizing working capital strategies, and promoting digital payment solutions.

Serves as the primary contact for mass-affluent clients, identifying financial needs and recommending banking, investment, insurance, lending, and advisory solutions. Builds relationships, acquires new clients and assets, expands portfolios, supports onboarding, and achieves sales targets. Develops business plans, conducts outreach, coordinates events, mentors branch personnel, reviews credit applications, manages risk and compliance, and delivers client service and retention strategies.

Builds and manages referral networks to generate mortgage business and expand home-financing market share. Develops sales and marketing programs, identifies cross-selling opportunities, guides customers through mortgage applications, coordinates documentation and funding, and resolves service issues. Maintains regulatory compliance, analyzes business data, prepares reports, supports strategic initiatives, and collaborates with branch teams and external partners to deliver mortgage solutions and achieve sales goals.

Leads the strategy, roadmap, growth, commercialization, and lifecycle management of BMO’s My Financial Progress digital product. Responsibilities include defining features, driving adoption and monetization, analyzing customer and product data, developing business cases, managing cross-functional initiatives, coordinating technology delivery, tracking performance metrics, and presenting recommendations to senior leadership. The role partners extensively across product, digital, technology, analytics, marketing, loyalty, customer segments, and operations teams.

Provides investment-related sales and service to BMO InvestorLine customers in English, Mandarin, and Cantonese. Advises customers on investment products and strategies, achieves sales targets, handles transactions and escalations, and identifies referral opportunities. Maintains knowledge of investment markets, regulatory requirements, AML obligations, and bank policies while documenting customer interactions and protecting confidential information.

Manages closing and primary syndication settlement for highly syndicated corporate lending transactions. Sets up deals in LoanIQ and ClearPar, maintains lender positions, books refinancings and corporate actions, monitors documentation and collateral, resolves discrepancies, and supports portfolio accounting, compliance, stakeholder coordination, customer service, and workflow improvements.

Builds and manages referral networks to generate mortgage business and expand home-financing market share. Develops sales and marketing initiatives, identifies cross-selling opportunities, guides customers through mortgage applications, and coordinates documentation and funding with branch teams. Provides customer advice, resolves issues, ensures regulatory compliance, analyzes business data, and supports strategic and operational initiatives. Requires strong mortgage lending knowledge, relationship management, sales, negotiation, communication, and analytical skills.

Builds and manages referral relationships to generate mortgage business and grow home-financing sales. Develops marketing and sales initiatives, identifies cross-sell opportunities, guides customers through mortgage applications, coordinates documentation and funding, and ensures regulatory compliance. Provides customer service, resolves issues, analyzes business information, prepares reports, supports strategic initiatives, and partners with branch teams and internal stakeholders to fulfill customer lending needs.

Provides independent credit adjudication, approval, and risk oversight for financial institution counterparties. Evaluates complex lending, trading-product, derivatives, securities-financing, and counterparty exposures; advises senior leaders; monitors portfolio quality and emerging risks; supports governance, regulatory reviews, and audits; improves credit frameworks and reporting; and mentors team members. Requires deep financial institution underwriting, capital markets risk, regulatory, portfolio management, and stakeholder leadership expertise.

Leads national account strategy for BMO Global Asset Management across Canadian investment dealers. Builds relationships with dealer executives, research teams, portfolio managers, and platform leaders; develops account plans to increase sales, assets, and product adoption. Delivers investment education and presentations, provides market intelligence, influences product and marketing strategy, coordinates cross-functional initiatives, and represents the firm at industry events. Requires extensive asset management distribution experience, investment expertise, and strong relationship-building skills.