Managing Director, Strategic Capital Management (U.S. Commercial Banking)

Application Deadline:

02/13/2025

Address:

320 S Canal Street

Job Family Group:

Commercial Sales & Service

Exciting opportunity!

Ideal candidate will be forming a new dedicated centralized resource team focused on active portfolio exposure management.  Team will work with LOBs and specialty partners to develop options to de-risk and reduce exposures to better manage risks/returns. Facilitates profitable growth, risk management and enhanced return initiatives for the Bank. Working with lines of business and product partners, develops options to de-risk or reduce loan exposures where desirable and accelerate balance sheet velocity to better manage risk or enhance returns. Analyzes portfolio to identify candidates and advises relationship managers on de-risking strategies and options. Serves as central point of contact coordinating process between stakeholders. Ensures the documentation, reporting and data requirements are addressed satisfactorily and internal control standards, including adherence to audit, regulatory and compliance policies are met.

• Preferred experience in large corporate/commercial lending, syndications.

• Independently, easily able to analyze financial, business and industry information to determine appropriate capital structure and credit solutions.

• Has earned high credibility with Risk, LOB and credit product partners by being able to conduct quality analysis, address issues appropriately, balance client needs and risk appetite, collaborate expertly to arrive at optimal solutions for the bank and clients.  Communicates well with tact and diplomacy throughout the organization.

• Drives actions and resources in an efficient manner to achieve expected outcomes.

• Capable of quickly developing deep knowledge of the bank’s exposure management tools and programs, including target client profile for each option in order to advise client teams on de-risking strategies.

• Consistently provides advice and makes decisions that align with enterprise objectives. Viewed as a knowledge resource in this field of practice.

• Takes a proactive approach to developing the bank’s capabilities in exposure management.

• Coaches and mentors team members and freely shares information and ideas.

• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do.

• Ensures alignment between values and behaviors that fosters diversity and inclusion.

• Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.

• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.

• Attracts, retains, and enables the career development of top talent.

• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.

• Contributes meaningfully to enhancement of the banks returns and risk management outcomes.

• Provides training and advice to relationship managers on de-risking options and borrower fit.

• Provides deal structuring expertise and additional expertise as knowledge base and needs dictate.

• Identifies issues, gaps and process improvements through open communication both internally and with other bank areas, and through the monitoring of productivity against benchmarks

• Collaborates to generate ideas, identify client solutions, pursue sector solutions that support growth and enhancement to returns, and deliver timely solutions.

• Oversees documentation and ongoing monitoring of asset and client performance as appropriate.

• Coordinates approvals and execution on de-risking transactions between specialist teams, finance, risk and line of business.

• Actively works with specialists as needed to support successful syndication, sales, credit swaps, credit insurance, originate-to-distribute and other available de-risking programs.

• Proactively identifies gaps, issues and best practices in the process.

• Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.

• Develops an expert understanding of business/group challenges.

• May consult to or serve on various committees and task forces.

• Manages resources and leads the execution of strategic initiatives to deliv