Managing Director & Team Lead, TPS

Address:

Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes client engagement and outcomes.

• Directs enterprise-level revenue growth strategies by identifying and executing opportunities for cross-selling treasury and banking products driving sustainable financial performance for the organization.
• Leads the deal team and orchestrates high-stakes deal closures by leading cross-functional collaboration with internal departments external stakeholders and clients to ensure seamless execution aligned with corporate priorities.
• Oversees performance of complex client portfolios with strategic oversight ensuring compliance with regulatory standards corporate policies and organizational goals while mitigating risks effectively.
• Optimizes resource deployment by managing priorities allocating resources effectively and ensuring high-quality outcomes aligned with organizational standards and strategic goals.
• Acts as a trusted advisor to executive leadership by providing innovative solutions for complex treasury and payment challenges driving operational excellence and business growth.
• Represents the organization at industry forums and community events leveraging market insights to reinforce the brands leadership position and capitalize on growth opportunities.
• Leads the execution of strategic initiatives by coordinating cross-functional teams ensuring alignment with business goals operational excellence and market-leading practices.
• Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
• Develops data governance frameworks to provide actionable insights and enhance strategic decision-making and client service.
• Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
• Builds and maintains strong long-term relationships with the banks high-value and strategic clients providing strategic advice on financial solutions and ensuring exceptional service and partnership.
• Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital.
• Works closely with internal teams and stakeholders to define products solutions and strategies that best fit clients needs.
• Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions.
• Supports implementation activities including documentation pricing and project timelines ensuring timely delivery and continuous process improvements.
• Ensures adherence to regulatory requirements internal controls and compliance mitigating risk and maintaining service standards.
• Fosters a culture aligned to BMO purpose values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour 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 client engagement initiatives by orchestrating high-impact pitches and fostering strategic relationships achieving maximum market penetration and profitability through tailored client solutions.
• Operates at a group/enterprise-wide 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:

• 9 years of relevant experience in Sales and treasury management financial operations or risk management in a corporate or banking environment is preferred.
• Bachelors degree required Masters degree preferred; Business Administration Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
• Seasoned expert with extensive industry knowledge.
• Technical leader viewed as a thought leader for innovation.

Expert level of proficiency:

• Structuring Deals
• Treasury Management
• Cash Management
• Payment Technologies
• Financial Analysis
• Risk Assessment
• Quality Assurance Auditing
• Regulatory Compliance
• Data Analysis Reporting
• Sales CRM
• Leadership
• Problem Solving
• Collaboration

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 part-time roles will be pro-rated 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 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: 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 in-depth training and coaching to manager support and network-building opportunities well help you gain valuable experience and broaden your skillset.

To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others 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.