BMO

Senior Premier Relationship Manager

BMO

4 months ago
San Francisco, CA
Onsite
Full Time
Senior
0 applicants
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BMO
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About this role

A Senior Premier Relationship Manager at BMO manages and grows a portfolio of mass-affluent clients, partnering with branch teams and financial advisors to deliver tailored banking and wealth solutions. The role focuses on understanding clients’ financial goals, providing personalized financial planning and banking expertise, and representing the bank in the community to drive client acquisition and retention.

Skills

Qualifications

SIE ExamSeries 6Series 63Life & Health LicensePost-Secondary Degree (Preferred)
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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