BMO Portfolio Management Supervision Lead (Ontario)

BMO Portfolio Management Supervision Lead (Ontario)

18 Aug
|
Bank of Montreal
|
Ontario

18 Aug

Bank of Montreal

Ontario

Elevate your career at BMO as the Director of Portfolio Management Supervision, focusing on compliance and risk management for high-net-worth clients. This role requires a strategic leader to drive growth and mentorship.

In this senior position, you will provide national oversight for BMO Nesbitt Burns' Managed Portfolio Account program. Lead a team of experts and implement best practices to ensure compliance and effective risk management. Collaborate with Governance, Registration, and Compliance teams to optimize managed accounts and enhance operational frameworks.

Key Responsibilities:
• Manage the national team for MPA supervision initiatives
• Ensure compliance with internal policies and regulatory standards
• Act as the escalation point for supervisory issues




• Identify trends and report outcomes to governance committees
• Co-facilitate training programs for new Portfolio Managers

Requirements:
• CFA or CIM designation essential
• 5-10 years in portfolio management or investment advisory
• Robust knowledge of supervisory frameworks
• Experience in coaching and team leadership
• Expertise in stakeholder management and communication

Contribute to BMO's strategic growth in discretionary portfolio management and become a driving force in the organization.
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📌 BMO Portfolio Management Supervision Lead (Ontario)
🏢 Bank of Montreal
📍 Ontario

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