Job Details Application Deadline: 01/30/2027 Address: 100 King Street West Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets is a leading, full-service financial services provider.

We offer
corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets Role Overview The Capital Allocation & Management (CAM) function leads the development of strategy, policy, and implementation to optimize financial resources, accelerate capital and balance sheet velocity, actively manage the credit portfolio, optimize regulatory capital, liquidity, and funding outcomes, enable differentiated structuring solutions, drive profitable growth, strengthen BMO's competitive position, and support disciplined, risk-adjusted returns fully aligned with our client‑centric priorities. The team oversees capital planning, investment governance, booking strategy, transaction and portfolio structuring, and portfolio optimization across Global Markets, Investment & Corporate Banking, and infrastructure groups. The Director, Capital Allocation & Management help lead the translation of CAM's capital and resource framework into financial decision-making, with a focus on consistent financial taxonomy, holistic return measurement, management of capital velocity, and regulatory optimization of capital, liquidity, and funding across Capital Markets. The role partners across Investment & Corporate Banking, Global Markets, Risk, Finance, Treasury, and Technology to design and execute optimization and structuring strategies that improve financial resource utilization, support strategic growth, enhance risk-adjusted returns, and increase transparency and alignment. This role provides advisory support to leadership and contributes materially to enterprise-level planning,



portfolio analytics, and capital decisions. Key Accountabilities
- Establish a consistent, risk-adjusted profitability measurement framework across Capital Markets to enable informed allocation, optimization, and structuring decisions across clients, sectors, products, and regions while maximizing tax efficiency.
- Develop a disciplined resource allocation and optimization framework aligned with enterprise risk appetite, capital and liquidity constraints, strategic objectives, and targeted balance sheet velocity.
- Identify and advise on capital optimization opportunities through booking strategy enhancements, transaction structuring, risk transfer, investment profile adjustments, and portfolio optimization.
- Evaluate the regulatory capital, liquidity, funding, tax, and credit portfolio implications of new products, market opportunities, and strategic initiatives, and recommend optimal structures and booking approaches.
- Monitor regulatory, industry, and macroeconomic trends to assess capital impacts and identify proactive portfolio, structuring, and resource reallocation opportunities.
- Help support CM capital planning, investment governance, booking strategy, transaction structuring, capital velocity, and portfolio optimization activities across CM businesses with a strong focus on US growth.
- Develop a robust understanding of local regulatory, tax, funding,



and legal constraints to support jurisdiction‑level balance sheet optimization and effective structuring decisions.
- Align enterprise and business‑level capital planning processes, partnering with Finance, Risk, Treasury, and the businesses to translate plans into measurable optimization and velocity actions.
- Optimize liquidity and funding outcomes across LCR, NSFR, funds transfer pricing, collateral, and encumbrance, aligning business mix with Treasury's funding strategy.
- Assess the impact of regulatory change (e.g., Basel III reforms, output floor, FRTB, SA-CCR) and jurisdiction‑specific requirements and develop mitigation and positioning strategies.
- Collaborate closely with Finance, Treasury, Risk, Global Markets, Investment & Corporate Banking, and Technology to strengthen governance and align capital velocity, optimization, and structuring priorities across stakeholders.
- Influence booking model decisions, investment prioritization, transaction structuring, distribution strategies, and structural optimization.
- Build trusted, collaborative relationships with the Front Office to embed capital discipline, optimization, and velocity considerations in portfolio decisions.
- Provide actionable insights and reporting on returns, resource consumption, optimization opportunities, and capital velocity to enhance strategic decision‑making at the CM level.
- Demonstrate BMO's Winning Culture behaviours including Alignment, Accountability and Recognition.
- Support transformation efforts that enhance transparency, capital efficiency, balance sheet velocity, structuring effectiveness, and decision quality across Capital Markets. Qualifications
- Education Undergraduate degree in Finance, Economics, Engineering, Accoun

📌 Director, Capital Markets (Toronto)
🏢 BMO
📍 Toronto