BMO U.S.
Managing Director, Group Manager - Emerging Middle Market
BMO U.S., Minneapolis, Minnesota, United States, 55400
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Managing Director, Group Manager - Emerging Middle Market
role at
BMO U.S. We are seeking a top performing Managing Director, Group Manager for our Emerging Middle Market Group, leading Regional Managers and their teams of Relationship Managers covering the Midwest region. The ideal candidate has 9+ years of proven success generating new clients, calling on companies generating $10MM - $50MM in revenue, and has established relationships with customers, COIs, and key stakeholders in these geographies. Responsibilities
Act as an escalation point for complex client issues, using strategic problem‑solving to resolve conflicts and maintaining strong client relationships. Lead the structuring of high‑value, complex deals and credit approvals, ensuring alignment with client needs. Manage high‑value client portfolios, driving cross‑selling, retention, and profitability. Drive efforts to identify new business opportunities, acquire clients, penetrate markets, and expand the client base by leveraging market insights, competitor analysis, and cross‑selling initiatives. Lead market coverage strategies to expand portfolios, identify opportunities, and align with business goals. Represent the bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision‑making. Advises in various committees and task forces, providing strategic insights and guidance to drive key initiatives. Streamline operational processes, identifying areas for improvement and implementing best practices. Develop communication strategies to influence stakeholders and support organizational change. Oversee resource allocation for the team, ensuring effective use of personnel and budgets to meet organizational goals, enhance team performance, and drive client satisfaction. Build and maintain strong long‑term relationships with the bank’s high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structure deals, secure credit approvals, negotiate high‑value transactions, and identify opportunities for cross‑selling. Analyze market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Work closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs. Identify share of wallet opportunities. Leverage analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensure adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Foster a culture aligned to BMO purpose, values and strategy and role‑model BMO values and behaviours in all that you do. Ensure alignment between values and behaviour that fosters diversity and inclusion. Regularly connect work to BMO’s purpose, set inspirational goals, define clear expected outcomes, and ensure clear accountability for follow through. Build interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attract, retain, and enable the career development of top talent. Improve team performance, recognize and reward performance, coach employees, support their development, and manage poor performance. Operate at a group/enterprise‑wide level and serve as a senior specialist resource across BMO. Influence how teams/groups work together. Apply expertise and think creatively to address unique or ambiguous situations and find solutions to multiple, interdependent, complex problems. Communicate abstract concepts in simple terms. Foster strong internal and external networks and work with and across multiple teams to achieve business objectives. Anticipate trends and respond by implementing appropriate changes. Broader work or accountabilities may be assigned as needed. Qualifications
10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor’s degree required; Master’s degree preferred; CPA certification preferred; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. Seasoned expert with extensive industry knowledge. Technical leader viewed as a thought leader for innovation. Expert Level of Proficiency
Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Project Management Change Management Customer Service Stakeholder Management Negotiation Customer Relationship Building People Management Salary
$164,400.00 – $285,600.00 (Salaried). Salaries will vary based on location, skills, experience, education, and qualifications and may include a commission structure. BMO Financial Group offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. We strive to help you grow and make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network‑building opportunities, we’ll help you gain valuable experience and broaden your skillset. BMO is a proud equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
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Managing Director, Group Manager - Emerging Middle Market
role at
BMO U.S. We are seeking a top performing Managing Director, Group Manager for our Emerging Middle Market Group, leading Regional Managers and their teams of Relationship Managers covering the Midwest region. The ideal candidate has 9+ years of proven success generating new clients, calling on companies generating $10MM - $50MM in revenue, and has established relationships with customers, COIs, and key stakeholders in these geographies. Responsibilities
Act as an escalation point for complex client issues, using strategic problem‑solving to resolve conflicts and maintaining strong client relationships. Lead the structuring of high‑value, complex deals and credit approvals, ensuring alignment with client needs. Manage high‑value client portfolios, driving cross‑selling, retention, and profitability. Drive efforts to identify new business opportunities, acquire clients, penetrate markets, and expand the client base by leveraging market insights, competitor analysis, and cross‑selling initiatives. Lead market coverage strategies to expand portfolios, identify opportunities, and align with business goals. Represent the bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision‑making. Advises in various committees and task forces, providing strategic insights and guidance to drive key initiatives. Streamline operational processes, identifying areas for improvement and implementing best practices. Develop communication strategies to influence stakeholders and support organizational change. Oversee resource allocation for the team, ensuring effective use of personnel and budgets to meet organizational goals, enhance team performance, and drive client satisfaction. Build and maintain strong long‑term relationships with the bank’s high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structure deals, secure credit approvals, negotiate high‑value transactions, and identify opportunities for cross‑selling. Analyze market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Work closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs. Identify share of wallet opportunities. Leverage analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensure adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Foster a culture aligned to BMO purpose, values and strategy and role‑model BMO values and behaviours in all that you do. Ensure alignment between values and behaviour that fosters diversity and inclusion. Regularly connect work to BMO’s purpose, set inspirational goals, define clear expected outcomes, and ensure clear accountability for follow through. Build interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attract, retain, and enable the career development of top talent. Improve team performance, recognize and reward performance, coach employees, support their development, and manage poor performance. Operate at a group/enterprise‑wide level and serve as a senior specialist resource across BMO. Influence how teams/groups work together. Apply expertise and think creatively to address unique or ambiguous situations and find solutions to multiple, interdependent, complex problems. Communicate abstract concepts in simple terms. Foster strong internal and external networks and work with and across multiple teams to achieve business objectives. Anticipate trends and respond by implementing appropriate changes. Broader work or accountabilities may be assigned as needed. Qualifications
10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor’s degree required; Master’s degree preferred; CPA certification preferred; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. Seasoned expert with extensive industry knowledge. Technical leader viewed as a thought leader for innovation. Expert Level of Proficiency
Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Project Management Change Management Customer Service Stakeholder Management Negotiation Customer Relationship Building People Management Salary
$164,400.00 – $285,600.00 (Salaried). Salaries will vary based on location, skills, experience, education, and qualifications and may include a commission structure. BMO Financial Group offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. We strive to help you grow and make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network‑building opportunities, we’ll help you gain valuable experience and broaden your skillset. BMO is a proud equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
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