Application Deadline: 09/29/2025
Address: 16027 Ventura Blvd.
Job Family Group: Retail Banking Sales & Service
This is a licensed position requiring the SIE, Series 6, 63, Life and Health.
Join us at Premier Services, where our mission is to help mass affluent clientele achieve their financial goals.
As a Senior Premier Relationship Manager, you will play a pivotal role in managing and expanding a diverse portfolio of mass affluent clients. Collaborating with branch locations and financial advisors, you will have the opportunity to identify new opportunities and provide tailored financial solutions. Our commitment to a customer-centric approach ensures that client goals drive our comprehensive financial planning efforts.
Your Key Responsibilities:
- Serve as the dedicated relationship manager for clients, delivering personalized service to meet their unique financial needs and goals.
- Act as the primary point of contact to uncover financial requirements and provide compliant, impactful solutions.
- Collaborate with internal teams to leverage expertise and offer comprehensive strategies that address our affluent customers' needs.
- Enjoy a competitive compensation package, including a base salary, incentives, and comprehensive benefits.
BMO Is On An Exciting Journey
We are evolving into a digitally-enabled, future-ready banking institution fueled by a Winning Culture and our commitment to Boldly Grow the Good in business and life. We value diversity and inclusion and prioritize delivering exceptional customer experiences.
Qualifications:
- 4 - 6 years of relevant experience; a post-secondary degree in a related field is preferred.
- 7+ years of experience in a financial services environment with solid knowledge of banking products and profitability.
- Licenses required: SIE Exam, Series 6, Series 63, Life & Health (if not held, obtain within six months).
- Strong understanding of credit and risk policies, banking practices, and applicable regulations.
- Exceptional communication, collaboration, analytical skills, and the ability to influence decisions.
Salary: $57,500.00 - $106,500.00
Pay Type: Salaried
Compensation depends on various factors, and may include performance-based incentives and bonuses as well as a robust benefits package.
About Us: At BMO, our Purpose is to create lasting, positive change for our customers, communities, and employees. Join us to make an impact!
BMO is an equal employment opportunity employer, committed to providing reasonable accommodations to individuals with disabilities. If you need assistance, please reach out to our support team.