Bank of Montreal in New York is seeking a seasoned Wealth Sales & Service professional to deliver investment guidance, fiduciary leadership, and comprehensive client service within a multi‑team environment.
The role focuses on portfolio management, regulatory compliance, and collaboration with senior leaders to drive business strategy and client outcomes. A strong track record in equity and fixed income markets, along with MBA or Finance certification, is preferred.
#J-18808-LjbffrStrategic Portfolio Leader in new york at Unknown Company
This position is listed as full time and onsite.