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About the Role

BMO Capital Markets is seeking an exceptional, strategic, and highly connected leader to serve as Head of Prime Brokerage Sales origination. This leader will be accountable for accelerating the growth and evolution of our Cash Prime Brokerage platform and related equity financing and prime services solutions, through best-in-class origination, senior client coverage, and disciplined execution across the franchise.

Responsibilities

Define and execute the multi-year strategic roadmap for Prime Brokerage Sales Origination.
Establish and refine the coverage model, target-client segmentation, and go-to-market approach to drive sustainable growth.
Partner with Equities, Prime Finance/Trading, Risk, Operations, Technology, Legal, and Compliance to scale the platform.
Leverage a deep industry network to originate new, profitable prime brokerage relationships and expand existing mandates.
Maintain senior connectivity across hedge fund C-suites, COOs/CFOs, portfolio managers, and institutional decision-makers.
Own end-to-end new business development: prospecting, client pitches, commercial negotiation, onboarding coordination, and ramp to full monetization.
Deliver customized client solutions spanning Cash PB equity TRS, Delta One, stock loan, and event-driven/special situations financing.
Build a scalable growth strategy that increases penetration across client portfolios, expands cross-product adoption, and drives durable multi-year relationships.
Set and deliver against agreed commercial objectives, including revenue growth, client profitability, wallet share, and balance sheet efficiency.
Implement pipeline discipline, reporting cadence, and forecasting rigor.
Influence product prioritization and platform investments by translating client demand into clear business cases and execution plans.
Partner with Risk/Credit to embed client-centric margin and risk frameworks that enable growth while protecting the firm.
Ensure appropriate governance around onboarding, limits, and documentation.
Work closely with Legal, Operations, and Client Service to drive seamless client onboarding and lifecycle support.
Ensure high operational standards, strong controls, and consistent service delivery.
Champion process improvements and platform modernization that reduce friction, improve transparency, and enhance client experience at scale.
Lead, coach, and develop a high-performing origination team.
Establish clear expectations, performance standards, and a culture of collaboration, accountability, and innovation.
Recruit and retain top talent; build bench strength and succession planning across key client coverage segments.
Provide expert guidance on prime brokerage market structure, synthetic and cash financing dynamics, collateral optimization, and key hedge fund strategy trends.
Represent the firm at industry conferences and client forums.
Cultivate relationships with ecosystem partners and service providers to enhance franchise positioning.

Requirements

Proven, measurable track record of origination and revenue generation in Prime Brokerage / Prime Services / Equity Finance.
Deep expertise across Cash PB, equity TRS, Delta One, and stock loan.
Demonstrated ability to build and influence at the highest levels with hedge funds and institutional clients.
Strong market connectivity and credibility.
Strategic vision and execution excellence.
Ability to set direction, mobilize cross-functional stakeholders, and deliver results through disciplined operating cadence.
Strong leadership capabilities with experience hiring, developing, and motivating teams in a competitive market environment.
Deep understanding of the operating model: onboarding, documentation, credit/risk partnership, and delivering a controlled, scalable client experience.

Skills

Prime Brokerage
Prime Services
Equity Finance
Cash PB
Equity TRS
Delta One
Stock Loan
Origination
Revenue Generation
Client Relationship Management
Strategic Planning
Cross-functional Leadership
Team Development
Market Analysis
Financial Services

Location

151 W 42nd Street

Work Type

Salaried

Experience Level

12–15+ years of progressively senior experience in Prime Brokerage, Equity Finance, or closely related institutional sales and coverage roles.

Salary/Compensations

$350K USD

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 Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading.
BMO Capital Markets has over 2,700 professionals in 30+ locations around the world, including 20 offices in North America.
BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$1.0 trillion total assets and approximately 54,000 employees as of January 31, 2025.
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.

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.