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. #J-18808-Ljbffr

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