Director, Managed Solution Business Development

The Director, Managed Solution Business Development role leads national adoption of managed, model-based investment solutions for BMO Nesbitt Burns, by partnering with advisors to improve portfolio outcomes, practice scalability, and long-term franchise value. Acting as a trusted portfolio and business consultant, the role drives behavioural change through education, analytics, and stakeholder collaboration—ensuring solutions are well governed, economically sound, and operationally scalable.

KEY RESPONSIBILITIES

National Adoption of Managed Solutions

• Lead national initiatives to increase adoption of discretionary managed, and sub-advised model-based portfolios, largely within a unified account program, primarily by transitioning assets from client directed programs.
• Conduct 1:1 and group sessions with advisors nationwide to educate them on program structures, onboarding w...