National Director, BPIC
BMO US(1 month ago)
About this role
Senior leader responsible for driving sales culture, elevating client experience, and shaping go-to-market and talent strategies across the Private Counsel/Wealth business in North America. The role partners with regional leaders and enterprise stakeholders to increase engagement, visibility, and strategic execution while providing subject-matter expertise on investment management and platform strategy.
Required Skills
- Sales Leadership
- Client Experience
- Talent Strategy
- Coaching
- Training
- Investment Management
- Fiduciary Expertise
- Compliance
- Regulatory Knowledge
- Data Analysis
+7 more
Qualifications
- Post-Secondary Degree
- MBA (Preferred)
- CFA Charter
- Canadian Investment Manager (CIM)
- Advising Representative Registration
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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