Portfolio Manager

Job summary

The Portfolio Manager will manage and grow a portfolio of commercial clients by providing strategic treasury and payment solutions to optimize cash flow and liquidity. They are responsible for identifying new business opportunities, maintaining long-term client relationships, and ensuring operational excellence through effective risk management.

Job details

Application Deadline: 11/28/2026 Address: 20 Erb Street West Job Family Group: Commercial Sales & Service Portfolio Manager Drive client success through innovative treasury and payment solutions. Are you passionate about building strong client relationships, delivering strategic financial solutions, and driving business growth? Join our team as a Portfolio Manager, Treasury & Payment Solutions, where you’ll partner with commercial clients to optimize cash flow, enhance liquidity, and streamline payment operations through industry-leading treasury management solutions. In this client-focused role, you will act as a trusted advisor, managing a portfolio of business clients while identifying opportunities to deepen relationships and deliver tailored treasury and payment solutions that support their growth and operational efficiency. What You'll Do Manage and Grow a Client Portfolio Serve as the primary relationship manager for a portfolio of commercial clients, developing deep knowledge of their business objectives and financial needs. Build and maintain trusted, long-term relationships with key decision-makers and stakeholders. Identify opportunities to expand client relationships through treasury management, cash management, and payment solutions. Deliver Strategic Treasury Solutions Provide consultative advice on treasury and cash management strategies that help clients improve working capital, liquidity, and operational efficiency. Analyze client financial and industry data to develop customized recommendations and solution strategies. Introduce innovative products, services, and digital capabilities aligned to client needs and market trends. Drive Business Development Proactively identify, develop, and close new business opportunities within the portfolio. Lead client discussions regarding product offerings, pricing, and implementation strategies. Promote adoption of industry-leading treasury and payment solutions, creating value for clients and the bank. Ensure an Exceptional Client Experience Coordinate implementation activities and partner with internal teams to ensure successful onboarding and timely delivery of solutions. Manage documentation, pricing, and project milestones throughout the implementation process. Continuously identify opportunities to improve processes and elevate the client experience. Manage Risk and Compliance Ensure adherence to all regulatory requirements, operational controls, and risk management standards. Monitor account activity and operational processes to identify potential risks and implement appropriate escalation procedures. Exercise sound judgment and risk-informed decision-making to protect clients and the bank. What You'll Bring Qualifications Bachelor's degree in Business Administration, Finance, Accounting, or a related field, or an equivalent combination of education and experience. 4-6 years of experience in treasury management, cash management, commercial banking, financial services, or a related area. Demonstrated success in portfolio management, relationship management, or business development. Strong communication, negotiation, analytical, and problem-solving skills. Ability to manage multiple priorities in a fast-paced environment. Preferred Experience & Skills Treasury Management Cash Management & Liquidity Solutions Payments & Digital Banking Technologies Commercial Client Relationship Management Financial Analysis Risk Assessment & Mitigation Regulatory Compliance Data Analysis & Reporting Project Coordination Process Improvement Why Join Us? Manage a portfolio of sophisticated commercial clients and become a trusted financial advisor. Work alongside experienced banking and treasury professionals in a collaborative environment. Help businesses achieve stronger financial performance through innovative treasury and payment solutions. Access ongoing career development and advancement opportunities. Make a meaningful impact on both client success and business growth. If you are a relationship-focused professional who enjoys combining strategic advisory, portfolio management, and treasury expertise to deliver outstanding client outcomes, we encourage you to apply. Salary: $50,000.00 - $100,000.00 Pay Type: 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.

What you’ll do

The Portfolio Manager will manage and grow a portfolio of commercial clients by providing strategic treasury and payment solutions to optimize cash flow and liquidity. They are responsible for identifying new business opportunities, maintaining long-term client relationships, and ensuring operational excellence through effective risk management.

Requirements

Candidates must hold a bachelor's degree in Business, Finance, Accounting, or a related field. A minimum of 4-6 years of experience in treasury management, commercial banking, or financial services is required.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans

Listed skills

• Project Coordination · Preferred
• Regulatory Compliance · Preferred
• Data analysis · Preferred
• Financial analysis · Preferred
• Process Improvement · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Treasury management
• Cash management
• Liquidity solutions
• Commercial banking
• Relationship management
• Business development
• Financial analysis
• Risk assessment
• Regulatory compliance
• Data analysis
• Project coordination
• Process improvement
• Strategic advisory
• Payment solutions
• Digital banking
• Data Analysis
• Process Improvement
• Communication
• Problem Solving
• Risk Management
• Decision Making
• Innovation
• Business Administration
• Financial Services
• Regulatory Compliance
• Mitigation
• Negotiation
• Customer Relationship Management
• Coaching
• Finance
• Risk Analysis
• Customer Service
• Business Objectives
• Market Trend
• Economic Growth
• Business Development
• Portfolio Management
• Operational Efficiency
• Financial Analysis
• Business To Business
• Relationship Management
• Digital Banking
• Project Coordination
• Digital Capabilities
• Accounting
• Commercial Banking
• Cash Management
• Working Capital
• Treasury Management
• Market Liquidity

Job areas

• Finance & Accounting
• Sales
• Management & Leadership
• Customer Service & Support
• Consulting
• Portfolio Manager
• Investment Fund Manager
• Financial and Investment Advisers
• Investment Fund Managers
• Financial Managers

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