Private Wealth Analyst

Application Deadline:

11/03/2024

Address:

320 S Canal Street

Job Family Group:

Wealth Sales & Service

Strategic Context 

Our vision is to be the single reference point for service to families of significant wealth.  Our mission is to be the family office that defines exceptional client experience.  We seek to provide high-touch and objective expertise in delivering services to clients. 

 

Our core services include Portfolio Management (asset allocation strategy, research, portfolio implementation, and investment reporting), Family Wealth Strategies (estate and tax planning, risk management, philanthropic planning and family governance advisory), Capital Advisory Services (liquidity planning, capital structure advisory, lending and cash management), and Fiduciary Advisory Services (estate settlement, trusteeship and trust).  We deliver services to clients primarily through BMO Family Office, LLC, BMO Bank N.A., and BMO Delaware Trust.  Together, we have over 130 professionals who service approximately 350 families and manage or advise on approximately $20 billion in assets and administer another $75+ billion in assets. 

 

Role Mandate 

This role requires a person who is motivated, eager to learn, likes to get things done and has a mentality of ownership.  We seek individuals who can identify issues and develop solutions.  The Private Wealth Analyst will have the opportunity to interact with a dynamic and intellectual group of professionals who believes in improving not only the client’s experience, but the employee experience as well. 

 

The UHNW Client Solutions Team is focused on improving the client and prospective client experience. We prepare prospective client proposals, oversee new client onboarding and coordinate delivery of services. In addition, we develop integration and collaboration between advisory teams by solving complex operational problems, developing data analytics for management reporting and leading business technology initiatives. The Private Wealth Analyst will assist team members in the functions of the group, and support both Lead Relationship Managers and the business development efforts of our Private Wealth Advisors.  

 

Key Dimensions 

• Supports business development, sales and service delivered by Private Wealth Advisors and Lead Relationship Managers 

• Identifies ultra-high net worth (UHNW) business development opportunities to help grow BMO Family Office 

• Oversees delivery of services and introduction of new services to enhance the overall client experience 

• Acts as a key point of contact for clients, tak