[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"job-sr-portfolio-manager-bmo-bank-na-de-us":3},{"id":4,"slug":5,"title":6,"description":7,"company":8,"is_featured":11,"featured_until":7,"is_active":12,"deactivated_at":7,"is_enriched":12,"processed_job_posting_json":13,"processed_latitude":75,"processed_longitude":76,"processed_employment_types":77,"processed_working_hours":78,"processed_working_hours_labels":80,"processed_home_office":81,"processed_salary_min":72,"processed_salary_max":73,"processed_salary_currency":69,"processed_salary_source":82,"processed_benefits":83,"processed_benefits_labels":90,"processed_industry":91,"processed_skills":7,"processed_job_location":92,"processed_full_address_gmaps":94,"processed_street_gmaps":96,"processed_city_gmaps":98,"processed_postal_code_gmaps":99,"processed_country_gmaps":101,"processed_country_iso_code_gmaps":103,"full_description":16,"formatted_description":104,"processed_employment_types_labels":35,"processed_home_office_labels":33,"processed_industry_labels":37,"processed_it_skills":105,"processed_it_skills_labels":107,"processed_soft_skills":108,"processed_soft_skills_labels":110,"processed_job_expertise_skills":111,"processed_job_expertise_skills_labels":112,"processed_language_requirements":113,"processed_total_experience_years":120,"processed_professional_field":121,"processed_professional_field_labels":123,"processed_leadership_role":12,"processed_date_posted":19,"raw_job_url":124,"apply_url":7,"raw_hiringOrganization_logo_url":7,"translations":7,"canonical_industry_key":125,"canonical_industry_label":126,"max_cpc":127,"actual_cpc":7},90551,"sr-portfolio-manager-bmo-bank-na","Sr. Portfolio Manager",null,{"name":9,"slug":10,"logo_url":7},"BMO Bank N.A.","bmo-bank-na",false,true,{"@context":14,"@type":15,"title":6,"description":16,"hiringOrganization":17,"datePosted":19,"validThrough":20,"jobLocation":21,"jobLocationType":33,"employmentType":34,"industry":36,"skills":38,"baseSalary":67},"https:\u002F\u002Fschema.org\u002F","JobPosting","Application Deadline: 11\u002F26\u002F2026 Address: 120 W Hinsdale Avenue Job Family Group: Wealth Sales & Service Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client\u002Frelationship management solution. Identifies and makes referrals to other business groups as appropriate. Develops internal and external networks and referral sources to grow business in the assigned portfolio \u002F jurisdiction. Enhances presence in the marketplace by collaborating with other experts to create integrated business development strategies. Develops investment proposals and participates in meetings with prospects\u002Fclients. Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio \u002F jurisdiction. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business\u002Fgroup. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Helps determine business priorities and best sequence for execution of business\u002Fgroup strategy. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal\u002Fexternal stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Defines business requirements for analytics & reporting to ensure data insights inform business decision making. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Collects data needed for quarterly performance reporting and analyzes the performance of each mandate on the platform. Develops and recommends model portfolios based on the statistical evaluation of risk, return, and correlations. Prepares spreadsheets and reports with information about performance information, portfolio summaries, asset allocation targets, etc. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Leads \u002F participates in the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines. May provide specialized support for other internal and external regulatory requirements. Oversees the design, development, and implementation of tools and training required to deliver business results. Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions. Leads\u002Foversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements. Leads\u002Fsupports contract negotiations with vendors, balancing cost, risk and performance. Leads\u002Fparticipates in the design, implementation and management of core business\u002Fgroup processes. Develops and manages a business\u002Fgroup program. Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required. Identifies business needs, designs\u002Fdevelops tools and training programs; may include delivery of training to audiences. Performs sales & service support activities as required to meet client needs and maintain overall service levels. Provides administrative support to team members and relationship managers that includes regular communication with clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying performance measurement reports. Meets high-quality service standards to maximize relationship retention and growth. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Builds effective relationships with internal\u002Fexternal stakeholders. Ensures alignment between stakeholders. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Operates at a group\u002Fenterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. BA or Finance certification preferred.M In-depth \u002F expert understanding of portfolio management principles and asset mix determination. In-depth \u002F expert understanding of fiduciary law and applicability to trust investment accounts. In-depth \u002F expert knowledge of equity and fixed income markets. In-depth \u002F expert understanding of tax-related issues affecting investments. In-depth \u002F expert knowledge of the regulatory environment. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth \u002F Expert. Analytical and problem solving skills - In-depth \u002F Expert. Influence skills - In-depth \u002F Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth \u002F Expert. Able to manage ambiguity. Data driven decision making - In-depth \u002F Expert. Salary: $120,000.00 - $250,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https:\u002F\u002Fjobs.bmo.com\u002Fglobal\u002Fen\u002FTotal-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at http:\u002F\u002Fjobs.bmo.com\u002Fus\u002Fen BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.",{"@type":18,"name":9},"Organization","2026-10-29","2027-10-29",[22],{"@type":23,"address":24,"geo":29},"Place",{"@type":25,"addressLocality":26,"addressCountry":27,"addressRegion":28},"PostalAddress","Hinsdale","US","Illinois",{"@type":30,"latitude":31,"longitude":32},"GeoCoordinates",41.8018323,-87.9311429,"ONSITE",[35],"PERMANENT",[37],"Banking and Financial Services",[39,40,41,42,43,44,45,46,47,48,49,50,51,52,53,54,55,56,57,58,59,60,61,62,63,64,65,66],"Excel","Data Analysis","Dashboard Design","Database Management","Verbal Communication","Written Communication","Analytical Skills","Problem Solving","Influence Skills","Collaboration","Teamwork","Managing Ambiguity","Portfolio Management","Asset Allocation","Fiduciary Law","Equity Markets","Fixed Income Markets","Tax Issues Affecting Investments","Regulatory Environment","Investment Management","Risk Management","Strategic Planning","Business Development","Client Relationship Management","Data-Driven Decision Making","Vendor Management","Change Management","Contract Negotiation",{"@type":68,"currency":69,"value":70},"MonetaryAmount","USD",{"@type":71,"minValue":72,"maxValue":73,"unitText":74},"QuantitativeValue",120000,250000,"YEAR",[31],[32],"permanent",[79],"FULL_TIME",[79],"onsite","estimated",[84,85,86,87,88,89],"Health insurance","Tuition reimbursement","Accident and life insurance","Retirement savings plans","Performance-based incentives","Discretionary bonuses",[84,85,86,87,88,89],"banking and financial services",[93],"bmo, h0158 - hb hinsdale, il (120 w hinsdale ave), du, united states of america",[95],"120 W Hinsdale Ave, Hinsdale, IL 60521, USA",[97],"West Hinsdale Avenue 120",[26],[100],"60521",[102],"USA",[27],"Application Deadline: 11\u002F26\u002F2026\n\nAddress: 120 W Hinsdale Avenue\n\nJob Family Group: Wealth Sales & Service\n\nProvides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client\u002Frelationship management solution. Identifies and makes referrals to other business groups as appropriate. Develops internal and external networks and referral sources to grow business in the assigned portfolio \u002F jurisdiction. Enhances presence in the marketplace by collaborating with other experts to create integrated business development strategies. Develops investment proposals and participates in meetings with prospects\u002Fclients. Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio \u002F jurisdiction. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business\u002Fgroup. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Helps determine business priorities and best sequence for execution of business\u002Fgroup strategy. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal\u002Fexternal stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Defines business requirements for analytics & reporting to ensure data insights inform business decision making. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Collects data needed for quarterly performance reporting and analyzes the performance of each mandate on the platform. Develops and recommends model portfolios based on the statistical evaluation of risk, return, and correlations. Prepares spreadsheets and reports with information about performance information, portfolio summaries, asset allocation targets, etc. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Leads \u002F participates in the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines. May provide specialized support for other internal and external regulatory requirements. Oversees the design, development, and implementation of tools and training required to deliver business results. Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions. Leads\u002Foversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements. Leads\u002Fsupports contract negotiations with vendors, balancing cost, risk and performance. Leads\u002Fparticipates in the design, implementation and management of core business\u002Fgroup processes. Develops and manages a business\u002Fgroup program. Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required. Identifies business needs, designs\u002Fdevelops tools and training programs; may include delivery of training to audiences. Performs sales & service support activities as required to meet client needs and maintain overall service levels. Provides administrative support to team members and relationship managers that includes regular communication with clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying performance measurement reports. Meets high-quality service standards to maximize relationship retention and growth. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Builds effective relationships with internal\u002Fexternal stakeholders. Ensures alignment between stakeholders. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Operates at a group\u002Fenterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.\n\n## Qualifications:\n\n- Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.\n- BA or Finance certification preferred.M\n- In-depth \u002F expert understanding of portfolio management principles and asset mix determination.\n- In-depth \u002F expert understanding of fiduciary law and applicability to trust investment accounts.\n- In-depth \u002F expert knowledge of equity and fixed income markets.\n- In-depth \u002F expert understanding of tax-related issues affecting investments.\n- In-depth \u002F expert knowledge of the regulatory environment.\n- Seasoned professional with a combination of education, experience and industry knowledge.\n- Verbal & written communication skills - In-depth \u002F Expert.\n- Analytical and problem solving skills - In-depth \u002F Expert.\n- Influence skills - In-depth \u002F Expert.\n- Collaboration & team skills; with a focus on cross-group collaboration - In-depth \u002F Expert.\n- Able to manage ambiguity.\n- Data driven decision making - In-depth \u002F Expert.\n\nSalary: $120,000.00 - $250,000.00\n\nPay Type: Salaried\n\nThe above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https:\u002F\u002Fjobs.bmo.com\u002Fglobal\u002Fen\u002FTotal-Rewards\n\n## About Us\n\nAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.\n\nAs a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.\n\nTo find out more visit us at http:\u002F\u002Fjobs.bmo.com\u002Fus\u002Fen\n\nBMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.\n\nBMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.\n\nNote to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.\n\nBMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.\n\n## Who we are\n\nWe’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.",{"excel":106,"data analysis":106,"dashboard design":106,"database management":106},3,[39,40,41,42],{"verbal communication":109,"written communication":109,"analytical skills":109,"problem solving":109,"influence skills":109,"collaboration":109,"teamwork":109,"managing ambiguity":106},4,[43,44,45,46,47,48,49,50],{"fiduciary law":109,"equity markets":109,"risk management":109,"asset allocation":109,"change management":106,"vendor management":106,"strategic planning":109,"business development":109,"contract negotiation":106,"fixed income markets":109,"portfolio management":109,"investment management":109,"regulatory environment":109,"data-driven decision making":109,"client relationship management":109,"tax issues affecting investments":109},[51,52,53,54,55,56,57,58,59,60,61,62,63,64,65,66],{"detected_language_jobad":114,"required":115},"en",[116],[117],{"language":118,"level":119},"ENGLISH","C2",7,[122],"Financial and Investment Advisers",[122],"https:\u002F\u002Fbmo.wd3.myworkdayjobs.com\u002Fen-us\u002Fexternal\u002Fjob\u002Fhinsdale-il-usa\u002Fsr-portfolio-manager_r260027079","banking","Banking",1]