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

$153,600 - $285,600/Yr

BMO - Sacramento, CA

Full-time - Senior

Sacramento, CA

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 and management of key client relationships.
• 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 effectively.
• Generate significant revenue and recognize cross-selling opportunities for bank products.
• Lead deal teams in executing pitches to prospective clients.
• Deliver reliable activities in instituting cross-selling initiatives to clients.
• Negotiate transactions with clients on complex matters.
• Identify issues and process improvements through open communication and monitoring productivity.
• Collaborate to generate ideas and deliver timely solutions to clients.
• Oversee documentation and monitoring of asset and client performance.
• Act as a trusted advisor to senior leaders for business decisions and strategic initiatives.
• Manage resources and lead execution of strategic initiatives to meet business goals.
• Define business requirements for analytics and reporting to inform decision making.

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.
• Data-driven decision-making expertise.

Benefits

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