BMO · 7 hours ago
Vice President, Global Markets
New York, NY, USA
Full-time
Onsite
Mid, Senior Level
5+ years expBMO is a financial institution offering a comprehensive suite of sales and trading solutions. The Vice President, Global Markets role focuses on providing integrated capabilities, managing client relationships, and maximizing profitability while adhering to regulatory standards.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Contributes to growing / elevating the BMO and BMO Capital Market brand with a commitment to and presence in the community
Operates as key member of the deal team with efforts to maximize sector penetration and returns
Institutes cross-selling initiatives to increase ranking with client
Manages a client book and is accountable for the risk, profit & loss and limits for the book
Provides comprehensive account coverage and client development as well as actively prospects new clients to increase revenue the assigned territory
Maintains strong relationships with investors, understands their portfolio, and matches the firm services and products to client needs
Works closely with sales, trading and research teams to provide seamless client coverage including fulfilling client requests for market updates and providing clients with specific product information
Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determine acceptable solutions
Contacts customers to present available investment services and develop client prospects from among current customers, referral leads and other sources
Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services
Identifies and leverages key decision makers and influencers in client / internal organizations
Develops and/or facilitates development of client-focused solutions based on financial expertise, organizational, technical, regulatory and environmental client awareness
Distills market and internal data to negotiate solutions, terms and conditions with clients / internal counterparts
Identifies opportunities for increased efficiency and improved service to internal and external clients and acts as a positive change agent to drive improved efficiency and effectiveness
Verifies that all confirms on trades or sales are accurate and promptly delivered
Communicates transaction details to the brokerage community and custodians. Resolves settlement issues related to incorrect billing
Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations
Reads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needs
Develops marketing ideas and helps initiate transactions through appropriate presentation of financial data
Helps determine business priorities and best sequence for execution of business/group strategy
Develops and leverages relationships across businesses, senior leaders and clients to foster and support coordination
Ensures alignment between stakeholders
Cultivates strong relationships with the research team in order to understand their industries and stock coverage
Uses analytical skills (probability, statistical inference, etc.) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables
Defines problems, collects data, establishes facts, and draws valid conclusions
Develops an understanding of and proficiency in using all required systems and models
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities
Helps colleagues with the presentation of information and prepares proposals for their review
Assists colleagues in the research and resolution of administrative/operational issues
Understands the complexity of transactions and related risk (credit, market, operational, legal / compliance, etc.)
Maintains and develops knowledge of client systems/applications and the internal web-based research document database
Executes orders for purchase or sales of securities or completes transaction independently if brokerage firm is market maker in requested transaction. All transactions must be recorded accurately and frequently reviewed for accuracy
Receives and reviews all transactions to ensure accuracy and that transactions conform to the regulations of SEC, NASD, and other regulatory agencies
Tracks supply and demand and evaluates market development
Operates within position and loss limits as prudent management of the Bank’s exposure
Manages risk related to pricing and sales/trading of the book
Balances the Bank's risk appetite with the client needs in making recommendations/proposal
Manages firm’s risk and takes action to reduce exposure in developing and delivering client strategies including the development of hedging and trading strategies
Identify opportunities to find more cost-effective ways to impact the bottom line and drive profitability
Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus
Provides specialized consulting, analytical and technical support
Exercises judgment to identify, diagnose, and solve problems within given rules
Works independently and regularly handles non-routine situations
Broader work or accountabilities may be assigned as needed
Qualification
Required
Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
Degree in Accounting/Economics/Mathematics/Statistics, CFA preferred, MBA optional
Thorough knowledge of capital markets, pricing, and sales/trading/hedging strategies
Strong understanding of broader regulatory and financial concepts
Series 7, 63, and 55 licenses required
Advanced deal execution and/or project management skills - ability to manage more than one client / major initiative
Strong financial analysis skills
Strong risk management skills
Deep knowledge and technical proficiency gained through extensive education and business experience
Verbal & written communication skills - In-depth
Collaboration & team skills - In-depth
Analytical and problem solving skills - In-depth
Influence skills - In-depth
Data driven decision making - In-depth
Preferred
CFA preferred
MBA optional
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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