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

$153,600 - $285,600/Yr

BMO - Lee's Summit, MO

Full-time - Senior

Lee's Summit, MO

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 involves managing specialty markets, fostering key client relationships, and ensuring compliance with internal control standards. The ideal candidate will lead business development efforts, generate significant revenue, and promote a culture aligned with BMO's values and purpose.

Responsibilities

• Facilitate growth initiatives for the Bank through significant business development.
• Maintain a continuous record of significant revenue generation from sales and syndications.
• Ensure adherence to internal control standards, including audit, regulatory, and compliance policies.
• Foster a culture aligned with BMO's purpose, values, and strategy.
• Build interdependent teams that collaborate across functional and operating groups.
• Attract, retain, and enable the career development of top talent.
• Improve team performance and manage poor performance.
• Generate significant revenue and recognize cross-selling opportunities.
• Lead deal teams in executing pitches to prospective clients.
• Deliver reliable activities in instituting cross-selling initiatives.
• Provide deal structuring expertise as needed.
• Negotiate transactions with clients on complex matters.
• Identify issues and process improvements through open communication.
• Collaborate to generate ideas and deliver timely solutions.
• Oversee documentation and monitoring of asset and client performance.
• Obtain credit concurrence and coordinate pricing approval as client advocate.
• Work with specialists to support successful syndication and sales.
• Reinforce sales process and client experience, identifying gaps and best practices.
• Act as a trusted advisor to senior leaders for business decisions.
• Develop an expert understanding of business/group challenges.
• Manage resources and lead execution of strategic initiatives.
• Define business requirements for analytics and reporting.
• Lead the development of communication strategies to influence behavior.
• Determine and deploy equipment, processes, and human resources.
• Develop and implement plans to complete tasks timely and to quality standards.
• Act as daily sales contact for clients on sales-related questions.
• Gather data to advance the sales process and complete documentation.
• Assist team in pre-sales activities and track implementation requests.
• Compile pre-call and post-call information packages.
• Provide research and data gathering to facilitate client solutions.
• Assist with sales and service administration to ensure seamless client experience.
• Maintain current client information on Bank systems.
• Ensure accurate billing to clients.
• Operate at a group/enterprise-wide level as a senior specialist resource.
• Influence how teams/groups work together.
• Apply expertise to address complex problems and communicate abstract concepts simply.
• Foster strong internal and external networks to achieve business objectives.
• Anticipate trends and implement appropriate changes.

Requirements

• Typically 9+ years of relevant experience and a post-secondary degree in a related field or equivalent education and experience.
• In-depth level of Credit knowledge and skills according to the Credit Qualification Process Policies & Procedures.
• 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.
• Formal credit training and prior lending authority.
• Extensive industry knowledge and seasoned expertise.
• 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.
• Ability to manage ambiguity and make data-driven decisions.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans