BMO
A role within BMO’s Portfolio Management Group supporting BMO Private Banking Canada’s Investment Counsellors by administering, implementing and monitoring client investment accounts in line with BPIC’s philosophy and mandates. The position acts as a subject-matter expert on the investment platform, contributes to practice and team effectiveness, and participates in projects and risk/control activities. It sits within the Private Wealth/Portfolio Management function of the bank and interfaces with trading and investment teams.
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.
BMO to sell 138 U.S. branches to First-Citizens Bank, then open 150 more, mainly in California
Oct 16, 2025
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