Lead the MPA Supervision Team at BMO Nesbitt Burns, ensuring high standards in discretionary portfolio management for high-net-worth clients. Seeking an experienced investment professional with a focus on regulatory compliance and risk management.

As the Director of Portfolio Management Supervision, you will oversee a national team dedicated to the Managed Portfolio Account Program. Your role involves mentoring team members and fostering a culture of compliance while driving business growth. Collaborate with various leaders to align the program with evolving regulatory demands and industry standards.

Key Responsibilities:
• Lead and develop the Managed Portfolio Account supervision team
• Foster risk management and compliance culture in the business




• Oversee quarterly supervision programs across the MPA platform
• Report trends, risks, and outcomes to senior leadership
• Support training programs for newly licensed Portfolio Managers

Requirements:
• CFA Charterholder or CIM designation required
• 5-10+ years in wealth management or supervision
• Solid knowledge of discretionary portfolio management
• Proven leadership and team development experience
• Excellent communication and stakeholder management skills

Join BMO to enhance client outcomes and strengthen supervisory frameworks in portfolio management.
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📌 Director of Portfolio Management at BMO (Ontario)
🏢 Bank of Montreal
📍 Ontario