Business Transition Advisory Strategist
Business Transition Advisory Strategist
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Job Description
Application Deadline:
Address:
VIRTUAL05 HomeRes CAJob Family Group:
Customer Solutions- Leaders of Strategic Planning in BMO for a dedicated resource team to work with HNW/UHNW clients/prospects for transition events. Educate business owners about transition and personal planning opportunities.
- Engage with business owners to develop identify and distinguish between their personal goals and financial needs
- Empower business owners and families to navigate the transition process and make complex business and personal wealth decisions
- Advise on strategic alternatives for clients and prospects considering a business transition
- Design architect for recommendations on planning while integrating other teammates to share solutions within their expertise
- Connects and collaborates with internal and external advisors to implement agreed upon solutions
- Execute the One Client Approach with internal partners; Responsible for strengthening key internal partnerships with other lines of business (e.g. BCA/Commercial MM M&A Cap Mkts)
- Educate internal and external partners on transition process planning and assist with client/prospect development
- Serve as Public Speakers for internal and external presentations to colleagues clients and prospects
- Provide thought leadership through production of White Papers and other marketing material to meet the above duties
Qualifications:
- Typically 10 years of relevant experience and postsecondary degree in related field of study or an equivalent combination of education and experience.
- Broad knowledge of Bank products services and organization.
- Indepth/expert knowledge of the wealth management and/or the financial industry
- Seasoned professional with a combination of education experience and industry knowledge (CFP JD/LL.M CPA CEPA).
- Influence skills Indepth / Expert.
- Collaboration & team skills; with a focus on crossgroup collaboration Indepth / Expert.
- Business Development/Sales Acumen.
Salary:
$100000.00 $185500.00Pay Type:
SalariedThe above represents BMO Financial Groups 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 parttime roles will be prorated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.
BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performancebased 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: 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. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From indepth training and coaching to manager support and networkbuilding opportunities well help you gain valuable experience and broaden your skillset.
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 email 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.
Required Experience:
Unclear Seniority
Employment Type
Remote
Company Industry
Key Skills
- Business Development
- Business Continuity Planning
- Cruise
- ABB
- E Learning
- Archicad
