BMO US

Senior Portfolio Manager

BMO US

3 days ago
Milwaukee, WI, USA
Onsite
Full Time
Senior
0 applicants
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BMO US
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About this role

A Senior Investment Professional at BMO Financial Group provides high quality sales and service to investment clients, ensuring compliance and delivering exceptional client experiences. The role involves strategic leadership, technical expertise, and collaboration across teams to grow business and deliver on financial goals.

Skills

Qualifications

7+ years of relevant experiencePost-secondary degree in related fieldMBA or Finance certification preferredExpert understanding of portfolio management principlesExpert understanding of fiduciary law
BMO US

About BMO US

bmo.com

BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.

About BMO US

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

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

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