BMO U.S.
Director, Treasury & Payment Solutions – Financial Institutions Group (FIG)
BMO U.S., Chicago, Illinois, United States, 60290
Director, Treasury & Payment Solutions – Financial Institutions Group (FIG)
Join BMO U.S. as Director, Treasury & Payment Solutions within the Financial Institutions Group (FIG).
Mandate The Director will lead strategic initiatives to grow Treasury & Payment Solutions (TPS) in FIG, delivering innovative, client‑centric solutions in cash management, corporate cards, and liquidity.
Key Responsibilities
Lead execution of TPS strategies for FIG clients, aligning with capital markets and transaction banking goals.
Deliver tailored treasury solutions addressing evolving needs of financial institutions, including complex cash management, liquidity optimization, and corporate card programs.
Identify opportunities for revenue growth, cost reduction, and capital efficiency.
Collaborate with product and service teams to ensure timely, effective solution delivery.
Client & Relationship Management
Provide exemplary client coverage, fostering long‑term relationships and driving client advocacy.
Lead cross‑sell initiatives and sustained coverage activities to increase share of wallet and market penetration.
Serve as strategic advisor to clients, interpreting business needs and delivering customized, high‑impact solutions.
Ensure client satisfaction through proactive engagement and issue resolution.
Market Leadership & Innovation
Represent BMO at industry forums, conferences, and client events to promote thought leadership and market presence.
Act as liaison between FIG clients and TPS Product teams to inform product development and identify innovation opportunities.
Monitor market trends, regulatory developments, and competitive dynamics to maintain BMO’s leadership position in the FIG segment.
Team Collaboration & Influence
Partner with internal stakeholders across lines of business to ensure coordinated client coverage and solution delivery.
Influence strategic direction of TPS within FIG, contributing to transformation and growth initiatives.
Support junior team members through coaching, mentoring, and knowledge sharing.
Promote high‑performance culture and foster collaboration across teams.
Key Accountabilities
Drive execution of business plans and performance targets for TPS within FIG.
Ensure operational excellence in deal execution, client onboarding, and service delivery.
Continuously assess and improve work processes to enhance efficiency and effectiveness.
Contribute to development of analytics and reporting frameworks to support data‑driven decision‑making.
Qualifications & Skills
Minimum 7+ years of experience in Treasury & Payment Solutions, corporate or investment banking, or financial institutions coverage.
Proven expertise in structuring and negotiating complex cash management, liquidity, and card solutions.
Strong analytical, communication, and influence skills.
Demonstrated ability to manage ambiguity and drive results in a dynamic, cross‑functional environment.
Post‑secondary degree in a related field or equivalent experience.
Deep understanding of the financial institutions sector, including banking, insurance, asset management, or fintech.
Experience delivering treasury solutions to regulated financial entities with complex operational and compliance needs.
Familiarity with global transaction banking trends, regulatory frameworks, and competitive dynamics within the FIG segment.
Demonstrated success in building strategic partnerships and expanding wallet share within institutional client portfolios.
Salary Salary range: $175,000 to $215,000 USD, plus performance‑based incentives.
Benefits BMO provides comprehensive benefits including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
About BMO BMO is an equal‑employment‑opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex, gender identity, sexual orientation, age, protected veteran status, or disability. Reasonable accommodations are available for individuals with disabilities.
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Mandate The Director will lead strategic initiatives to grow Treasury & Payment Solutions (TPS) in FIG, delivering innovative, client‑centric solutions in cash management, corporate cards, and liquidity.
Key Responsibilities
Lead execution of TPS strategies for FIG clients, aligning with capital markets and transaction banking goals.
Deliver tailored treasury solutions addressing evolving needs of financial institutions, including complex cash management, liquidity optimization, and corporate card programs.
Identify opportunities for revenue growth, cost reduction, and capital efficiency.
Collaborate with product and service teams to ensure timely, effective solution delivery.
Client & Relationship Management
Provide exemplary client coverage, fostering long‑term relationships and driving client advocacy.
Lead cross‑sell initiatives and sustained coverage activities to increase share of wallet and market penetration.
Serve as strategic advisor to clients, interpreting business needs and delivering customized, high‑impact solutions.
Ensure client satisfaction through proactive engagement and issue resolution.
Market Leadership & Innovation
Represent BMO at industry forums, conferences, and client events to promote thought leadership and market presence.
Act as liaison between FIG clients and TPS Product teams to inform product development and identify innovation opportunities.
Monitor market trends, regulatory developments, and competitive dynamics to maintain BMO’s leadership position in the FIG segment.
Team Collaboration & Influence
Partner with internal stakeholders across lines of business to ensure coordinated client coverage and solution delivery.
Influence strategic direction of TPS within FIG, contributing to transformation and growth initiatives.
Support junior team members through coaching, mentoring, and knowledge sharing.
Promote high‑performance culture and foster collaboration across teams.
Key Accountabilities
Drive execution of business plans and performance targets for TPS within FIG.
Ensure operational excellence in deal execution, client onboarding, and service delivery.
Continuously assess and improve work processes to enhance efficiency and effectiveness.
Contribute to development of analytics and reporting frameworks to support data‑driven decision‑making.
Qualifications & Skills
Minimum 7+ years of experience in Treasury & Payment Solutions, corporate or investment banking, or financial institutions coverage.
Proven expertise in structuring and negotiating complex cash management, liquidity, and card solutions.
Strong analytical, communication, and influence skills.
Demonstrated ability to manage ambiguity and drive results in a dynamic, cross‑functional environment.
Post‑secondary degree in a related field or equivalent experience.
Deep understanding of the financial institutions sector, including banking, insurance, asset management, or fintech.
Experience delivering treasury solutions to regulated financial entities with complex operational and compliance needs.
Familiarity with global transaction banking trends, regulatory frameworks, and competitive dynamics within the FIG segment.
Demonstrated success in building strategic partnerships and expanding wallet share within institutional client portfolios.
Salary Salary range: $175,000 to $215,000 USD, plus performance‑based incentives.
Benefits BMO provides comprehensive benefits including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
About BMO BMO is an equal‑employment‑opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex, gender identity, sexual orientation, age, protected veteran status, or disability. Reasonable accommodations are available for individuals with disabilities.
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