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 qualified 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
- Strong 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.

📌 Director of Portfolio Management at BMO (Toronto)
🏢 Bank of Montreal
📍 Toronto