BMO · 1 day ago
Managing Director, Business Development, Middle Market M&A
Seattle, WA, USA
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expBMO Capital Markets Corp. is a leading financial institution focused on driving growth in the Middle Market M&A sector. The Managing Director will facilitate business development and manage key client relationships while ensuring significant revenue generation and adherence to compliance standards.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Maintains an outstanding and continuous record of significant revenue generation from transactions and originations
Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships
Manages relationships with high-value clients, driving M&A activity, cross-selling, retention, and profitability
Drives efforts to identify new business opportunities, acquire clients, penetrate markets, and expand the client base by leveraging market insights, competitor analysis, and cross-selling initiatives
Works with the team to coordinate coverage strategies to expand M&A mandates, identify opportunities, and align with business goals
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making
Advises in various committees and task forces, providing strategic insights and guidance to drive key initiatives
Streamlines operational processes, identifying areas for improvement and implementing best practices
Develops communication strategies to influence stakeholders and support organizational change
Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership by bringing in partners across the bank
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards
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 behavior 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
Influences how teams/groups work together. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems
Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives
Anticipates trends and responds by implementing appropriate changes
Broader work or accountabilities may be assigned as needed
Qualification
Required
10+ years of relevant experience in Business Development, Relationship Management or Account Management in a financial institution or investment bank or similar segmented banking environment with sales metrics
Bachelor's degree required
Seasoned expert with extensive industry knowledge
Technical leader viewed as a thought leader for innovation
Preferred
Master's degree preferred
CPA certification preferred
Business Administration, Finance and Accounting preferred
Any other related discipline or commensurate work experience considered
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
2026-01-20
MarketScreener
2026-01-06
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