ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
BMO
The Managed Accounts Supervision Specialist at BMO focuses on the investment suitability and oversight of managed account programs, ensuring compliance with client agreements and regulatory obligations. This role involves conducting suitability reviews, supporting branch supervision teams, and facilitating responses to internal and external audits. The position requires collaboration with various stakeholders to maintain service standards and safeguard customer assets.
BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for BMO.
43% below the average for this role
BMO to sell 138 U.S. branches to First-Citizens Bank, then open 150 more, mainly in California
Oct 16, 2025
Managed Account Supervisor
iA Pension
Associate, Financial Planning and Sales Conduct
Wealthsimple
Managed Account Supervisor
iA Pension
Director, Wealth Oversight Programs
Sun Life
Investment Counsellor, Private Wealth
Fiera Capital
Portfolio Analyst, Managed Portfolio Program, Global Investment Solutions - Toronto
Scotiabank
