Managing Director Strategic Capital Management US Commercial Banking

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Exciting opportunity!

Ideal candidate will be forming a new dedicated centralized resource team focused on active portfolio exposure management. Team will work with LOBs and specialty partners to develop options to derisk and reduce exposures to better manage risks/returns. Facilitates profitable growth risk management and enhanced return initiatives for the Bank. Working with lines of business and product partners develops options to derisk or reduce loan exposures where desirable and accelerate balance sheet velocity to better manage risk or enhance returns. Analyzes portfolio to identify candidates and advises relationship managers on derisking strategies and options. Serves as central point of contact coordinating process between stakeholders. Ensures the documentation reporting and data requirements are addressed satisfactorily and internal control standards including adherence to audit regulatory and compliance policies are met.

• Preferred experience in large corporate/commercial lending syndications.

• Independently easily able to analyze financial business and industry information to determine appropriate capital structure and credit solutions.

• Has earned high credibility with Risk LOB and credit product partners by being able to conduct quality analysis address issues appropriately balance client needs and risk appetite collaborate expertly to arrive at optimal solutions for the bank and clients. Communicates well with tact and diplomacy throughout the organization.

• Drives actions and resources in an efficient manner to achieve expected outcomes.

• Capable of quickly developing deep knowledge of the banks exposure management tools and programs including target client profile for each option in order to advise client teams on derisking strategies.

• Consistently provides advice and makes decisions that align with enterprise objectives. Viewed as a knowledge resource in this field of practice.

• Takes a proactive approach to developing the banks capabilities in exposure management.

• Coaches and mentors team members and freely shares information and ideas.

• Fosters a culture aligned to BMO purpose values and strategy and role models BMO values and behaviors in all that they do.

• Ensures alignment between values and behaviors that fosters diversity and inclusion.

• Regularly connects work to BMOs purpose sets inspirational goals defines clear expected outcomes and ensures clear accountability for follow through.

• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.

• Attracts retains and enables the career development of top talent.

• Improves team performance recognizes and rewards performance coaches employees supports their development and manages poor performance.

• Contributes meaningfully to enhancement of the banks returns and risk management outcomes.

• Provides training and advice to relationship managers on derisking options and borrower fit.

• Provides deal structuring expertise and additional expertise as knowledge base and needs dictate.

• Identifies issues gaps and process improvements through open communication both internally and with other bank areas and through the monitoring of productivity against benchmarks

• Collaborates to generate ideas identify client solutions pursue sector solutions that support growth and enhancement to returns and deliver timely solutions.

• Oversees documentation and ongoing monitoring of asset and client performance as appropriate.

• Coordinates approvals and on derisking transactions between specialist teams finance risk and line of business.

• Actively works with specialists as needed to support successful syndication sales credit swaps credit insurance originatetodistribute and other available derisking programs.

• Proactively identifies gaps issues and best practices in the process.

• Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.

• Develops an expert understanding of business/group challenges.

• May consult to or serve on various committees and task forces.

• Manages resources and leads the of strategic initiatives to deliver on business and financial goals.

• Helps determine business priorities and best sequence for of business/group strategy.

• Ensures alignment between stakeholders.

• Defines business requirements for analytics & reporting to ensure data insights inform business decision making.

• Leads the development of the communication strategy focusing on positively influencing or changing behavior.

• Collaborates across BMO to develop communications strategies and ensure consistency of messaging in order to positively influence or change behavior.

• Determines and deploys equipment processes and human resources and optimize the allocation of resources.

• Develops implements and reviews a plan to complete all assigned tasks in a timely manner to acceptable quality standards and in accordance with bank guidelines.

• Gathers data to advance derisking process and completes all required documentation.

• Tracks implementation requests to keep the process on track with timelines.

• Provides research and data gathering to sales team to facilitate solution to the clients/prospects business and banks exposure strategy objectives..

• Operates at a group/enterprisewide level and serves as a senior specialist resource across BMO.

• Influences how teams/groups work together.

• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple interdependent complex problems.

• Communicates abstract concepts in simple terms.

• Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.

• Anticipates trends and responds by implementing appropriate changes.

• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically 9 years of relevant experience and postsecondary degree in related field of study or an equivalent combination of education and experience.

• This position requires Credit Qualification. The incumbent must possess an indepth level of Credit knowledge and skills and an indepth level of Portfolio Management knowledge and skills according to the standards established within the Credit Qualification Process Policies & Procedures.

• An undergraduate degree. Focal areas of finance economics or accounting preferred.

• CPA or MBA or equivalent experience in finance accounting and business law.

• 15 years of relevant experience in negotiating and structuring financial transactions.

• Minimum of 15 years in financial services industry experience in a corporate lending environment with experience in various balance sheet derisking strategies.

• Formal credit training and prior lending authority.

• Seasoned expert with extensive industry knowledge.

• Technical leader viewed as a thought leader for innovation.

• Verbal & written communication skills Expert.

• Analytical and problem solving skills Expert.

• Influence skills Expert.

• Collaboration & team skills; with a focus on crossgroup collaboration Expert.

• Able to manage ambiguity.

• Data driven decision making Expert.

Salary:

Pay Type:

The 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.

To find out more visit us at 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 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.