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Managing Director, Relationship Manager (Specialty FinanceLender Finance)
Managing Director, Relationship Manager (Specialty FinanceLender Finance)Bank of Montreal • Chicago, Illinois, USA
Managing Director, Relationship Manager (Specialty FinanceLender Finance)

Managing Director, Relationship Manager (Specialty FinanceLender Finance)

Bank of Montreal • Chicago, Illinois, USA
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Application Deadline :

11 / 13 / 2025

Address : 320 S Canal Street

Job Family Group :

Commercial Sales & Service

Managing Director responsible for managing existing clients and developing new relationships for the bank in the specialty finance / lender finance industry.

Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.

  • Acts as an escalation point for complex client issues using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
  • Leads the structuring of high-value complex deals and credit approvals ensuring alignment with client needs.
  • Manages high-value client portfolios driving cross-selling retention and profitability.
  • Drives 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.
  • Leads market coverage strategies to expand portfolios identify opportunities and align with business goals.
  • Represents 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.
  • Streamlines operational processes identifying areas for improvement and implementing best practices.
  • Develops communication strategies to influence stakeholders and support organizational change.
  • Oversees resource allocation for the team ensuring effective use of personnel and budgets to meet organizational goals enhance team performance and drive client satisfaction.
  • Builds and maintains strong long-term relationships with the banks high-value and strategic clients providing strategic advice on financial solutions and ensuring exceptional service and partnership.
  • Structures deals secures credit approvals negotiates high-value transactions and identifies opportunities for cross-selling.
  • Analyzes market trends client industry developments and competitive positioning to inform client solution strategies and optimize client satisfaction.
  • Works closely with internal teams and stakeholders to define products solutions and strategies that best fit clients needs.
  • Identifies share of wallet opportunities.
  • Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
  • Ensures adherence to regulatory requirements internal controls and compliance policies in all aspects of relationship management mitigating risk and maintaining service standards.
  • Operates at a group / enterprise-wide level and serves as a senior specialist resource across BMO.
  • Influences how teams / groups work together.
  • Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple interdependent complex problems.
  • Communicates abstract concepts in simple terms.
  • Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
  • Anticipates trends and responds 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.
  • Bachelors degree required Masters degree preferred CPA certification preferred; Business Administration Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
  • If a Credit Qualifiable job Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
  • 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
  • Salary :

    $164400.00 - $285600.00

    Pay Type : Salaried

    The above represents BMO Financial Groups pay range and type.

    Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.

    BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit : Us

    At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world.

    As a member of the BMO team you are valued respected and heard and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well 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 well help you gain valuable experience and broaden your skillset.

    To find out more visit us at is proud to be an 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 and let us know the nature of your request and your contact information.

    Note to Recruiters : BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.

    Required Experience :

    Director

    Key Skills

    Accounting Software,Forecasting,Ellucian,Financial Report Writing,GAAP,Accounting,Corporate Finance,Financial Analysis,Financial Modeling,Budgeting,Financial Management,Financial Planning

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

    Monthly Salary Salary : 164400 - 285600

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