Elevate your career at BMO as a client-facing Portfolio Manager focused on treasury management and payment solutions. Drive revenue growth and forge strategic relationships while optimizing client cash flow and liquidity needs. As a Portfolio Manager with BMO, you will be pivotal in driving new business acquisition and enhancing existing client relationships.

This role leverages your expertise in consultative sales, treasury, and payments, requiring excellent analysis of client needs to position tailored solutions effectively. Collaborate across teams to ensure seamless implementation and maintain high regulatory standards. Key Responsibilities:

- Acquire current commercial clients through consultative treasury sales
- Manage the full sales lifecycle from prospecting to closing




- Address client inquiries promptly with a sales-focused approach
- Present innovative treasury solutions that address client needs
- Drive adoption of BMO's leading digital treasury solutions Requirements:
- 3–6 years in treasury management or financial services sales
- Strong analytical skills with a focus on risk assessment
- Bachelor's degree preferred in finance or related field
- Excellent communication skills in English and French
- Ability to manage multiple priorities independently Drive revenue growth and enhance client experiences through expert treasury and payments solutions at BMO.

📌 Client-Facing Portfolio Manager Role (Montreal)
🏢 BMO
📍 Montreal