Associate, Global Markets Advisor - FX Newport Beach, CA, USA

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BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

We are seeking a results-driven Global Markets Advisor (“GMA”) with a proven track record in sales to join our dynamic team. In this role, you will provide a markets-based suite of risk management solutions through derivative products to BMO Bank’s U.S Commercial clients. This role is client facing with primary sales focus on the marketing of Foreign Exchange (“FX”) risk management solutions. This role requires a strong sales background, exceptional leadership skills, and the ability to balance tactical execution with strategic planning to drive measurable results.   

GMA’s are a part of the Global Markets Corporate Sales and Structuring team with key performance indicators linked to business generation across Global Markets. Coverage is based on geographic and/or industry specific verticals within BMO Bank. GMA’s partner closely with Commercial Bankers, the Treasury & Payments Solutions team and internal stakeholders to identify new client opportunities and ensure the delivery of Global Markets products to commercial clients.

Key Responsibilities:

• Revenue generation through delivery of FX solutions to BMO’s US Commercial client base

• Track and analyze key sales performance and coverage activity metrics, ensuring accountability and continuous improvement. Maintain opportunity pipelines through various CRM tools

• Maintain client and internal relationships through frequent in person interactions

• Partner with structuring & execution desk, bankers, portfolio managers, legal, onboarding, credit and risk colleagues to ensure seamless client experience and compliance with all internal and external policies and procedures

• Work closely with bankers to align sales efforts with broader business strategies

• Continuously customize sales processes to maximize efficiency and effectiveness

• Stay informed about industry trends, competitor activities, and client needs to guide sales strategy and decision-making

• Create and maintain pitch and marketing materials

• Provide ongoing training, development, and support to partners across the firm and junior team members to enhance skills and capabilities

• Support the execution of strategic initiatives in collaboration with internal and external stakeholders.

• Consider risk, internal controls and compliance as part of day-to-day accountabilities and adhere to policies and procedures.

Qualifications:

• Typically, between 3 - 5 years of relevant experience and post-secondary degree

• Experience with marketing of IR and/or FX solutions for corporate/commercial clients, including the use of options

• Demonstrated ability of success in a sales role

• Ability to educate and explain complex products to a wide client base with varying backgrounds

• Proficient in CRM systems and data analysis to track and manage sales performance

• Strong analytical and problem-solving skills with a results-oriented mindset

• Thorough knowledge of capital markets, pricing, and sales/trading/hedging strategies for IR and/or FX

• Understanding CVA, FVA and XVA and its implications when pricing deals

• Excellent leadership, communication, and interpersonal skills

• Strong understanding of relevant regulatory and financial concepts

• Advanced deal execution and/or project management skills - ability to manage more than one client / major initiative

• Familiarity with navigating financial statements, financial reports and legal documents to identify opportunities and facilitate analysis

• Uses analytical skills and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.

Salary:

$150,000 USD

Salary:

Pay Type:

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 http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

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.