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Senior Portfolio Manager for Treasury Solutions

Company

BMO Financial Group

Location

montreal (administrative region), qc

Type

Full-time

Join BMO as a Senior Portfolio Manager, specializing in treasury solutions for commercial clients. Utilize your consultative sales skills to drive growth and improve client cash management.
You will manage the complete sales lifecycle while fostering client advocacy for BMO’s digital treasury solutions. Analyze financial data to recommend specific strategies that optimize working capital and enhance client relationships. Your collaboration with implementation and product teams will ensure successful onboarding and delivery of solutions.
Key Responsibilities:
• Spearhead new business acquisition and portfolio growth
• Conduct targeted needs analysis and pricing negotiations
• Identify and develop strategic sales opportunities
• Collaborate with teams to ensure timely solution delivery
• Build brand presence at client and industry events
Requirements:
• 3-6 years of relevant sales experience
• Bachelor’s degree in business or finance preferred
• In-depth ...

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