Managing Director, Group Regional Manager, National Specialty Sales (Emerging Middle Market)

$153,600 - $285,600/Yr

BMO - Lake Oswego, OR

Full-time - Senior

Lake Oswego, OR

Credit Intermediation and Related Activities

About the position

The Managing Director, Group Regional Manager for National Specialty Sales at BMO Financial Group is responsible for driving growth initiatives within the Emerging Middle Market segment, targeting companies with revenues between $10MM and $50MM. This role focuses on specialty markets including Small Business Administration, Liquidity Specialty Group, and Investor Owned Real Estate, while ensuring compliance with internal controls and fostering a culture aligned with BMO's values. The ideal candidate will excel in business development, client relationship management, and revenue generation, while leading a team to achieve strategic goals and improve performance.

Responsibilities

• Facilitate growth initiatives for the Bank through significant business development and management of key client relationships.
• Generate significant revenue for the bank and recognize cross-selling opportunities for all areas of the Bank.
• Lead the deal team in executing pitches to prospective clients to maximize sector penetration and returns.
• Provide deal structuring expertise and negotiate transactions with clients on complex matters.
• Identify issues, gaps, and process improvements through open communication and monitoring of productivity against benchmarks.
• Collaborate to generate ideas, identify client solutions, and deliver timely solutions.
• Oversee documentation and ongoing monitoring of asset and client performance.
• Act as a trusted advisor to senior leaders for business decisions and strategic initiatives.
• Manage resources and lead the execution of strategic initiatives to deliver on business and financial goals.
• Develop and implement a communication strategy to positively influence or change behavior.

Requirements

• Typically 9+ years of relevant experience and a post-secondary degree in a related field or equivalent combination of education and experience.
• In-depth level of Credit knowledge and skills and Portfolio Management knowledge according to established standards.
• An undergraduate degree, preferably in finance, economics, or accounting.
• CPA or MBA or equivalent experience in finance, accounting, and business law.
• 15+ years of relevant experience in negotiating and structuring financial transactions.
• Minimum of 15 years in financial services industry experience in a corporate lending environment with solid achievements in developing business.
• Formal credit training and prior lending authority.
• Expert verbal and written communication skills.
• Expert analytical and problem-solving skills.
• Expert influence skills and collaboration skills with a focus on cross-group collaboration.

Nice-to-haves

• Technical leader viewed as a thought leader for innovation.
• Ability to manage ambiguity and make data-driven decisions.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives
• Discretionary bonuses
• Other perks and rewards