Regional Director of Investments is a senior leader who enables regional growth and strengthens business development efforts, while ensuring high-quality investment management, fiduciary oversight, and regulatory compliance. This role partners with Investment Counsellors and Market Leaders to support growth, deepen client relationships, and improve sales effectiveness.
Responsibilities
Actively support regional and market-level business development efforts by partnering with Investment Counsellors, Market Leaders, Relationship Managers, and other business partners to identify growth opportunities, strengthen referral activity, and improve prospect conversion
Develop and maintain strong internal and external networks and referral sources to support growth across the assigned portfolio or jurisdiction
Enhance the firm’s presence in the marketplace by collaborating with internal experts and external partners to create integrated business development strategies
Provide investment expertise and strategic input for prospecting, discovery, proposal development, client reviews, and new business opportunities
Support the delivery of compelling investment proposals, presentations, portfolio recommendations, and meeting materials for prospects and clients
Facilitate senior investment expertise, portfolio positioning, fiduciary insight, or market perspective for prospect and client meetings where it is required
Help identify regional sales effectiveness gaps and partner with leaders and teams to develop practical action plans that support business results
Provide coaching, tools, and training to help Investment Counsellors and client-facing team members communicate investment value propositions clearly and confidently
Support retention and growth by helping teams deepen client relationships, respond to complex client needs, and deliver a consistent, high-quality client experience
Provide investment management, fiduciary expertise, and strategic leadership to Investment professionals within the assigned portfolio or jurisdiction
Support portfolio construction, mandate suitability, investment policy, risk/return trade-offs, market positioning, and fiduciary considerations
Support the development and implementation of investment strategies, model portfolios, and portfolio recommendations based on evaluation of risk, return, correlation, client objectives, and platform capabilities
Provide guidance on equity and fixed income markets, tax-related investment considerations, fiduciary obligations, and the regulatory environment
Monitor regional, market, team, and professional-level performance results and develop action plans to address gaps and improve outcomes
Act as a trusted advisor to senior leaders in making business decisions and implementing strategic initiatives
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Develop an expert understanding of business and market challenges, competitive dynamics, client needs, and growth barriers
Leverage data, reporting, and business insights to identify trends, opportunities, risks, and recommendations
Recommend business priorities, resource requirements, and execution roadmaps that support strategic growth, business effectiveness, and client outcomes
Support the execution of strategic initiatives in collaboration with internal and external stakeholders
Conduct independent analysis and assessment to resolve complex strategic, business, or investment-related issues
Ensure business development, investment recommendations, client support, and operational activities are delivered in alignment with risk, compliance, fiduciary, legal, regulatory, and ethical requirements
Follow through on risk and compliance processes and policies to safeguard client assets, maintain privacy, act in clients’ best interests, and support an effectively run function
Act as a key contact for internal and external stakeholder relationships, which may include regulators
Provide specialized support for internal and external regulatory requirements, governance meetings, oversight processes, and approval guidelines
Protect the Bank’s assets and support adherence to all applicable regulatory, legal, ethical, and policy requirements
Define business requirements for analytics and reporting to ensure data-driven insights inform business development, performance management, and strategic decision-making
Review and produce where needed regular and ad hoc reports, dashboards, and analysis to monitor performance, identify opportunities, and support leadership decision-making
Collect and analyze performance data, mandate-level information, portfolio summaries, asset allocation targets, and other relevant business and investment information
Break down complex business problems and use data and insights to provide practical, action-oriented recommendations
Lead and support change management initiatives, including readiness assessment, planning, stakeholder engagement, communication, execution, evaluation, and sustainment
Oversee the design, development, and implementation of tools, training, frameworks, and communications required to deliver business results
Identify business needs and design or deliver training programs to support investment professionals, client-facing teams, and regional leaders
Lead communication strategies that positively influence behaviour, drive adoption, and improve consistency of messaging across teams
Collaborate across BMO to align communications, tools, training, and business development support
Build effective relationships with internal and external stakeholders and ensure alignment across teams
Foster strong internal and external networks and work across multiple teams to achieve business objectives
Influence how teams and groups work together to support client outcomes, business growth, and operational effectiveness
May consult to or serve on committees, task forces, governance forums, or strategic working groups
Act as a senior specialist resource across the enterprise and contribute thought leadership on investment, business development, and regional growth priorities
Lead or participate in the design, implementation, and management of core business and group processes
Develop and manage business programs, evaluate effectiveness, consider industry trends, and recommend enhancements
Lead or support operational programs, vendor relationships, contract negotiations, and implementation of business solutions as required
Perform sales and service support activities as required to meet client needs, maintain service levels, and support relationship retention and growth
Broader work or accountabilities may be assigned as needed
Typically 9+ years of relevant experience and post-secondary degree in a related field of study, or an equivalent combination of education and experience
MBA or finance-related certification considered an asset
Strong understanding of fiduciary responsibilities and their application to managed investment accounts
Strong knowledge of equity and fixed income markets
Understanding of tax-related issues affecting investments
Knowledge of the applicable regulatory environment
Demonstrated success supporting business development, client acquisition, referral growth, and sales enablement initiatives
Proven ability to partner with Investment Counsellors and market leadership teams to drive growth, improve prospect conversion, and strengthen client retention
Seasoned investment professional with credibility among investment professionals, client-facing teams, and senior leaders
Strong commercial acumen with the ability to balance investment expertise, risk management, and growth objectives
Excellent verbal and written communication skills, including the ability to translate complex investment concepts into clear, client-friendly messaging
Strong analytical, problem-solving, influencing, and relationship management skills
Demonstrated coaching and leadership capability
Expert collaboration and cross-functional partnership skills
Ability to manage ambiguity and navigate complex business, investment, and organizational issues
Strong data-driven decision-making capability
Fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec
Benefits
Discretionary variable compensation award that considers business and individual performance
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
About the Company
At BMO, the company is driven by a shared Purpose: Boldly Grow the Good in business and life. It aims to create lasting, positive change for its customers, communities, and people by working together, innovating, and pushing boundaries. As a member of the BMO team, employees are valued, respected, and heard, with opportunities to grow and make an impact from day one, supported by tools, resources, in-depth training, coaching, manager support, and network-building opportunities.
At BMO, our banking services reflect our commitment to helping people at every financial stage of their lives.
