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About the Role

This role is responsible for driving growth and deepening client relationships within the retail fuel and convenience industry, targeting large and mid-sized operators throughout the United States. The role leverages strong industry connectivity, market insight, and structuring expertise to deliver tailored financial solutions that support acquisition activity, portfolio optimization, and long-term operating strategies. Operating at an enterprise level, the role serves as a trusted advisor with deep industry domain expertise, aligning client needs with the Bank’s risk framework, balance-sheet capabilities, and integrated product suite. The scope and level of this role may vary based on experience, leadership, and portfolio responsibility, with potential alignment at the Director or Managing Director level.

Responsibilities

Drives growth for the Bank through strategic business development, senior-level relationship management, and disciplined market coverage execution.
Serves as a trusted advisor and primary escalation point for complex client matters.
Leads the structuring and execution of high-value, complex transactions, including acquisition financing, recapitalizations, asset-based lending (ABL), equipment finance, development capital, syndications, and working capital solutions.
Manages and grows sophisticated client portfolios, driving cross-sell penetration, share-of-wallet expansion, retention, and profitability.
Represents the Bank at relevant industry forums and conferences, leveraging insights on market, competitive, regulatory, and client trends.
Provides strategic leadership across enterprise-level committees, initiatives, and task forces.
Partners closely with internal product, credit, risk, and operational teams to define, deliver, and evolve integrated products and solutions.
Communicates complex financial, structural, and strategic considerations clearly and effectively to internal and external stakeholders.
Ensures adherence to regulatory requirements, internal controls, and compliance policies.
Fosters strong internal and external networks, influencing how teams collaborate and operate across the enterprise.

Requirements

10+ years of progressive experience in Relationship Management, Corporate Banking, Commercial Banking, Investment Banking, or a comparable client-facing role within a regulated financial institution.
Demonstrated success in senior-level client leadership, business development, and execution of complex transactions.
Experience supporting clients within the retail fuel and convenience industry and a strong understanding of operating models, growth strategies, and capital needs.
Demonstrated capability leading and executing complex financings and related transactions, including acquisition financing, recapitalizations, asset-based lending (ABL), equipment finance, syndications, and working capital solutions.
Strong client coverage or portfolio responsibility experience, including driving cross-sell outcomes, share-of-wallet growth, client retention, and achievement of business and portfolio performance objectives.
Credit-qualified professional or demonstrated ability to partner closely with credit and risk teams, with sound judgment in assessing and managing risk in accordance with institutional standards.
Demonstrated ability to operate effectively at an enterprise level, influencing stakeholders, contributing to committees and initiatives, and collaborating across product, credit, risk, and operational teams.
Strong communication and advisory skills, including the ability to convey complex financial, structural, and strategic concepts clearly to senior executives and internal stakeholders.
Recognized as a trusted advisor with deep industry expertise, bringing disciplined execution, judgment, and insights into client relationships and strategic initiatives.

Skills

Industry connectivity
Market insight
Structuring expertise
Strategic business development
Senior-level relationship management
Disciplined market coverage execution
Strategic problem-solving
Sound judgment
Cross-sell penetration
Share-of-wallet expansion
Client retention
Portfolio performance
Communication skills
Advisory skills

Location

320 S Canal Street

Work Type

Salaried

Experience Level

Director or Managing Director level
10+ years of progressive experience

Education Level

Bachelor’s degree required
Academic background in Business Administration, Finance, Accounting, or related disciplines preferred, or equivalent professional experience.

Salary/Compensations

$164,400.00 - $285,600.00

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

About the Company

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.
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.