Vice President, Global Markets

  • Share :

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 an experienced Metals Sales and Structuring Specialist with a deep understanding of both precious and base metals, with a focus on battery metals, including lithium, cobalt, and nickel. This role requires a blend of technical knowledge, sales acumen, and market insight to develop and execute strategic sales initiatives while structuring deals that meet the needs of our clients and the company. _

+ Contributes to growing / elevating the BMO and BMO Capital Market brand with a commitment to and presence in the community.

+ Operates as key member of the deal team with efforts to maximize sector penetration and returns.

+ Institutes cross-selling initiatives to increase ranking with client.

+ Manages a client book and is accountable for the risk, profit & loss and limits for the book.

+ Provides comprehensive account coverage and client development as well as actively prospects new clients to increase revenue the assigned territory.

+ Maintains strong relationships with investors, understands their portfolio, and matches the firm services and products to client needs.

+ Works closely with sales, trading and research teams to provide seamless client coverage including fulfilling client requests for market updates and providing clients with specific product information.

+ Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determine acceptable solutions.

+ Contacts customers to present available investment services and develop client prospects from among current customers, referral leads and other sources.

+ Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services.

+ Identifies and leverages key decision makers and influencers in client / internal organizations.

+ Develops and/or facilitates development of client-focused solutions based on financial expertise, organizational, technical, regulatory and environmental client awareness.

+ Distills market and internal data to negotiate solutions, terms and conditions with clients / internal counterparts.

+ Identifies opportunities for increased efficiency and improved service to internal and external clients and acts as a positive change agent to drive improved efficiency and effectiveness.

+ Verifies that all confirms on trades or sales are accurate and promptly delivered.

+ Communicates transaction details to the brokerage community and custodians. Resolves settlement issues related to incorrect billing.

+ Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations.

+ Reads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needs.

+ Develops marketing ideas and helps initiate transactions through appropriate presentation of financial data.

+ Helps determine business priorities and best sequence for execution of business/group strategy.

+ Develops and leverages relationships across businesses, senior leaders and clients to foster and support coordination.

+ Ensures alignment between stakeholders.

+ Cultivates strong relationships with the research team in order to understand their industries and stock coverage.

+ Uses analytical skills (probability, statistical inference, etc. ) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.

+ Defines problems, collects data, establishes facts, and draws valid conclusions.

+ Develops an understanding of and proficiency in using all required systems and models.

+ Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.

+ Helps colleagues with the presentation of information and prepares proposals for their review.

+ Assists colleagues in the research and resolution of administrative/operational issues.

+ Understands the complexity of transactions and related risk (credit, market, operational, legal / compliance, etc. ).

+ Maintains and develops knowledge of client systems/applications and the internal web-based research document database

+ Executes orders for purchase or sales of securities or completes transaction independently if brokerage firm is market maker in requested transaction. All transactions must be recorded accurately and frequently reviewed for accuracy.

+ Receives and reviews all transactions to ensure accuracy and that transactions conform to the regulations of SEC, NASD, and other regulatory agencies.

+ Tracks supply and demand and evaluates market development.

+ Operates within position and loss limits as prudent management of the Banks exposure.

+ Manages risk related to pricing and sales/trading of the book.

+ Balances the Bank's risk appetite with the client needs in making recommendations/proposal.

+ Manages firms risk and takes action to reduce exposure in developing and delivering client strategies including the development of hedging and trading strategies.

+ Identify opportunities to find more cost-effective ways to impact the bottom line and drive profitability.

+ Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.

+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.

+ Provides specialized consulting, analytical and technical support.

+ Exercises judgment to identify, diagnose, and solve problems within given rules.

+ Works independently and regularly handles non-routine situations.

+ Broader work or accountabilities may be assigned as needed

+ _Product Structuring and Promotion: Innovate bespoke derivative and financing structures/solutions for clients throughout the entire metals supply chain. _ . *Qualifications:*

+ Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

+ Degree in Accounting/Economics/Mathematics/Statistics, CFA preferred, MBA optional

+ Thorough knowledge of capital markets, pricing, and sales/trading/hedging strategies.

+ Strong understanding of broader regulatory and financial concepts.

+ Series 7, 63, and 55 licenses required.

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

+ Strong financial analysis skills.

+ Strong risk management skills.

+ Deep knowledge and technical proficiency gained through extensive education and business experience.

+ Verbal & written communication.

Read the full job description and apply online on the recuiter's web-site

Find Jobs Hiring Now Near You!

Get Jobilize Mobile App

Get Jobilize Job Search Mobile App Now

Receive real-time job alerts and never miss the right job again

Get it on Google Play Download on the App Store
Registered Nurse

Allied Digestive Health


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


FT Gastroenterology NP Brooklyn, NY

Allied Digestive Health


Welcome to Allied Digestive Health! We are seeking a FT Gastroenterology NP to join our family in Brooklyn NY! This is a role working closely with our physicians in a beautiful office setting. This is an Inpatient and Outpatient role. • Prior Gastroenterology RequiredSummary: The NP is a licensed...


Registered Nurse

Allied Digestive Health


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


Registered Nurse

Allied Digestive Health

  • US - NY - NY - Islandia

  • December 21, 2024


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


Registered Nurse

Allied Digestive Health

  • US - NY - NY - Sayville

  • December 21, 2024


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


Registered Nurse

Allied Digestive Health


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


FT Office Based NP New City, NY

Allied Digestive Health


Welcome to Allied Digestive Health! We are seeking a FT NP to join our family in New City, NY!. This is a role working closely with our physicians in a beautiful office setting. This is an outpatient role. • Prior Primary Care or Gastroenterology or Hospitalist experience preferred. • Summary: The...


Registered Nurse

Allied Digestive Health


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


FT Office Based NP New City, NY

Allied Digestive Health


Welcome to Allied Digestive Health! We are seeking a FT NP to join our family in New City, NY!. This is a role working closely with our physicians in a beautiful office setting. This is an outpatient role. • Prior Primary Care or Gastroenterology or Hospitalist experience preferred. • Summary: The...


Registered Nurse

Allied Digestive Health


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


Registered Nurse

Allied Digestive Health


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


Registered Nurse

Allied Digestive Health


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


Registered Nurse

Allied Digestive Health


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


Registered Nurse

Allied Digestive Health


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


Registered Nurse

Allied Digestive Health

  • US - NY - NY - Oakdale

  • December 21, 2024


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


Registered Nurse

Allied Digestive Health


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


Registered Nurse

Allied Digestive Health


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


FT Gastroenterology NP Brooklyn, NY

Allied Digestive Health


Welcome to Allied Digestive Health! We are seeking a FT Gastroenterology NP to join our family in Brooklyn NY! This is a role working closely with our physicians in a beautiful office setting. This is an Inpatient and Outpatient role. • Prior Gastroenterology RequiredSummary: The NP is a licensed...


Registered Nurse

Allied Digestive Health


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


Registered Nurse

Allied Digestive Health


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


Registered Nurse

Allied Digestive Health


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


Registered Nurse

Allied Digestive Health


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


Registered Nurse

Allied Digestive Health


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


Registered Nurse

Allied Digestive Health

  • US - NY - NY - Commack

  • December 21, 2024


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


Registered Nurse

Allied Digestive Health

  • US - NY - NY - Bohemia

  • December 21, 2024


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


Registered Nurse

Allied Digestive Health


Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and...


FT Gastroenterology NP Brooklyn, NY

Allied Digestive Health


Welcome to Allied Digestive Health! We are seeking a FT Gastroenterology NP to join our family in Brooklyn NY! This is a role working closely with our physicians in a beautiful office setting. This is an Inpatient and Outpatient role. • Prior Gastroenterology RequiredSummary: The NP is a licensed...