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About the Role

BMO Commercial Banking is seeking a Managing Director – Technology Banking to drive growth in the Northwestern U.S. This role is crucial for expanding BMO's Technology Banking franchise and portfolio, with full executive leadership support. The position involves building a diverse client portfolio, acquiring new clients, and delivering BMO's comprehensive commercial banking and capital markets platform.

Responsibilities

• Build a portfolio of private and publicly listed Technology companies in the Northwestern U.S.
• Drive initiatives by developing the BMO Technology Banking brand and reputation
• Pursue new business opportunities and acquire new clients
• Deliver BMO’s entire commercial banking and capital markets platform
• Manage a portfolio of important client relationships
• Act as a liaison between clients and different product partners and stakeholders
• Generate meaningful revenue from sales and syndications
• Ensure compliance with internal control standards, audit requirements, and regulatory policies
• Lead and/or partner for brand-building and marketing events
• Support the regional leader with talent identification and hiring
• Advise on sales strategy based on market understanding
• Develop business cases by identifying needs, analyzing options, and assessing ROI
• Represent the bank at industry forums and conferences
• Manage the risk of the assigned complex portfolio
• Act as daily sales contact for clients on sales-related questions
• Gather data to advance the sales process and complete documentation
• Engage in pre-sales activities such as pitch preparation and client research
• Track implementation requests to ensure timelines are met
• Involve in sales and service administration and processing
• Maintain current client information on Bank systems/files
• Apply expertise and think creatively to address unique or ambiguous situations

Requirements

• Strong business development and marketing acumen
• Creates strategies to expand portfolios, identify opportunities, and align with business goals
• Deep understanding of the Technology industry and its sub-sectors from a business development and credit risk analysis perspective
• Solid understanding of capital structure considerations
• Experienced in working with product partners in capital markets and investment banking
• Ability to have strategic conversations with C-Suite executives at prospect companies
• Well-connected across the Technology eco-system with a track-record of successful business development in this industry sector
• Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds
• Evaluates client returns on a proactive basis
• Typically, 10+ years of relevant experience
• Post-secondary degree in a related field of study or an equivalent combination of education and experience
• Technical leader viewed as a thought leader for innovation
• Solid commercial credit knowledge
• Demonstrated history of successful business development, including ability to network in external markets
• Demonstrated knowledge of the technology industry and its market’s competitive environment
• Experience in contract negotiations with both clients and legal counsel
• Experience drafting responses to complex RFPs
• Expert verbal & written communication skills
• Expert analytical and problem-solving skills
• Expert collaboration & team skills; with a focus on cross-group collaboration
• Able to manage ambiguity

Skills

• Business Development
• Marketing
• Technology Industry Analysis
• Credit Risk Analysis
• Capital Structure
• Capital Markets
• Investment Banking
• Client Relationship Management
• Sales
• Syndications
• Compliance
• Brand Building
• Talent Acquisition
• Sales Strategy
• Market Analysis
• Competitive Analysis
• ROI Analysis
• Risk Management
• Negotiation
• RFP Response
• Communication
• Analytical Skills
• Problem-Solving
• Collaboration
• Teamwork

Location

• 180 Montgomery St.

Work Type

• Salaried
• Full-time

Experience Level

• 10+ years of relevant experience

Education Level

• Post-secondary degree in related field of study or an equivalent combination of education and experience

Salary/Compensations

• $164,400.00 - $285,600.00

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives
• Discretionary bonuses
• Other perks and rewards

About the Company

• BMO Commercial Banking’s growing Technology practice is hiring a strong collaborative and self-starting Managing Director – Technology Banking.
• BMO is the 7th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S.
• BMO has a solid foundation in the Technology industry with a client portfolio ranging from growth-stage companies to mature publicly listed household names.
• Our dedicated Technology Banking group services all these companies with a one-stop-shop wholistic client coverage approach.
• The growth of our team is a strategic priority for the bank with full support from executive leadership.
• The Technology Banking team is supported by a dedicated Technology credit underwriting and portfolio management team as well as BMO’s Commercial- and Investment Banking product platform.
• 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.
• 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.
• 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.

Equal Opportunity

• 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.