Director, Specialized Solutions, Credit, Global Asset Management

02/21/2026

Address:

100 King Street West

Asset Mgmt Sales & Service

This is a specialized credit sales role for BMO Global Asset Management.

Client Coverage & Relationship Management

• Serve as the primary point of contact for all clients across all major credit products.

• Understand each client’s investment mandates, risk appetite, regulatory considerations, and portfolio construction needs.

• Deliver thoughtful, value-added market commentary, trade ideas, and relative-value analysis.

Product Sales & Trade Facilitation

• Coordinate with Credit Portfolio Management team and deliver best-in-class execution for clients.

• Drive primary issuance participation across structured credit, and private credit opportunities.

• Support the distribution of internal Credit strategies and other products where applicable.

Market Intelligence & Advisory

• Produce and deliver actionable insights on credit markets and competitive landscape.

• Help to identify cross-product opportunities and relative-value trades spanning liquid and illiquid credit markets.

• Monitor key regulatory, rating-agency, and accounting developments impacting client portfolios.

Business Growth & Strategy

• Expand wallet share with existing accounts; identify and onboard new strategic relationships.

• Collaborate with Portfolio Management team to develop bespoke solutions

• Help shape product roadmaps and distribution strategies across the credit platform.

• Contribute to thought leadership pieces, client events, teach-ins, and thematic market updates. 

Qualifications

Experience

• 10+ years of experience in credit sales, structured credit sales, or institutional markets.

• Proven track record covering accounts and generating revenue across credit products.

• Strong familiarity with one or more key verticals: CLOs, ABS/MBS, HY/IG bonds, leveraged loans, private credit, structured solutions, or alternatives distribution.

Skills & Competencies

• Strong understanding of:

  • Corporate credit fundamentals

  • Private credit and structured-credit mechanics

  • Market microstructure, liquidity dynamics, and capital markets

• Excellent relationship-building and communication skills—able to translate complex credit concepts into clear client narratives.

• Highly organized, commercial mindset, strong execution discipline.

• Ability to thrive under market pressure and manage multiple client flows simultaneously.

Success Profile

A successful candidate will be:

• Commercial — consistently delivering flow and identifying new revenue pathways

• Technical — fluent across all major credit subsectors, both liquid and illiquid

• Client-centric — trusted advisor with strong listening skills

• Cross-functional — able to collaborate across teams

• Insight-driven — able to provide differentiated views and actionable trade ideas

Drives sales results for designated products through non-affiliated or third-party intermediaries or within BMO channels. Provides input to new product development.

• Develops and executes sales strategy to achieve the desired business results
• Monitors sales results and provides coaching to achieve required business growth.
• Generally covers large-sized and/or moderately complex clients, prospects, territories, issues and relationships.
• Builds and maintains strong relationships with intermediaries.
• Influences and negotiates to achieve business objectives.
• Identifies emerging issues and trends to inform decision-making.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Manages day to day operational tasks to ensure necessary compliance activities are being completed according to established policies and procedures and mitigating risk appropriately.
• Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new clients.
• Participates in industry and intermediary events to grow presence in the marketplace.
• Organizes and arranges regular conference calls and presentations, which are conducted either independently or in conjunction with portfolio managers to promote new strategies.
• Provides input to product development and marketing to grow the overall business.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance, and addresses any issues.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Demonstrates effective and timely use of the customer relationship management system and expense reporting system.
• Adheres to all compliance, regulatory, and legal guidelines.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.Qualifications:
• Typically 7+ years of relevant experience and a post-secondary degree in related field of study or an equivalent combination of education and experience.
• Advanced understanding of intermediary sales and the market.
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.Data driven decision making - In-depth / Expert.

$86,000.00 - $160,000.00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.