BMO

Senior Premier Relationship Manager

BMO

3 months ago
United States
Onsite
Full Time
Senior
0 applicants
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BMO
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About this role

A Mass Affluent Relationship Manager at BMO proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. Acts as the primary client contact to uncover financial needs and provide tailored banking, brokerage, insurance, and investment solutions. Works collaboratively with internal partners and the community to drive growth, client retention, and deliver a high-quality customer experience.

Skills

Qualifications

SIE ExamSeries 6Series 63Life & Health LicenseNMLS Registration
BMO

About BMO

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

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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