Vice President, Regional Investment Banking

Application Deadline: 10/30/2026 Address: 320 S Canal Street Job Family Group: Capital Mrkts Sales & Service Please note the base salary for this role is $260.000 USD. Regional Investment Banking (RIB) serves BMO Commercial Bank clients, bringing the full breadth of BMO Capital Markets’ investment banking products and services, while providing strategically coordinated guidance throughout the client’s life cycle.

The RIB team provides dedicated and holistic investment banking coverage, coordinating seamlessly with our industry coverage and product partners to deliver integrated advisory and capital solutions to our Commercial Banking clients. The RIB VP is an industry/product generalist role, supporting the business development and execution efforts of the team nationally.

The VPs’ primary responsibilities fall into four (4) general categories: Supporting senior calling officers in all regions on all marketing, pitch, and deal execution activities; Managing the day-to-day activities of the Analyst/Associate team in preparing marketing, pitch and execution materials, and providing mentorship, training and feedback to the Analysts/Associates to support their career development; Developing and cultivating internal relationships, primarily throughout Capital Markets and Commercial Banking, to facilitate seamless collaboration and delivery of best in class

solutions to clients; Helping leverage, manage and develop data, technology and processes to support the growth and maximizing the efficiency of the RIB team. Specific responsibilities include, but are not limited to: Operates as key member of the deal team, partnering with industry coverage and product partners, to seamlessly execute transactions on behalf of clients. Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.

Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs. Reviews and continually monitors performance of existing accounts and client relationships. Understands client needs and provides relevant ideas and opinions to generate recommendations. Collaborates with sector coverage partners for clients and prospects to identify / deliver creative, timely solutions. Maintains key ongoing coverage contact with clients and sector managers.

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. Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates. Generates updated financial models/ analyses as dictated by business needs and industry requirements. Reviews and guides work of Analysts and Associates to deliver business results.

Delivers financial modeling to support strategic recommendations to clients. Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. Qualifications: Minimum of 5 years of relevant experience in investment banking if an Analyst to Associate promote, or a minimum of 3 years if a post-MBA Associate hire,o.

Significant experience leading pitch development and deal execution Familiarity with the full range of investment banking products, including but not limited to M&A advisory, debt capital markets and leveraged finance, and equity capital markets An undergraduate degree. Focal areas of finance, economics, or accounting preferred with high academic achievement. MBA, CFA or equivalent experience in financial services, accounting, or legal fields. Displays advanced deal execution and/or project management skills - ability to manage more than one client / major initiative.

Demonstrates strong market knowledge to enable the comprehensive servicing of clients and the effective development of new solutions. Expertise in financial modeling and database management tools. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Salary: 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 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses.

More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.

• Minimum 5 years investment banking experience (3 years post-MBA Associate hire) with significant pitch and deal execution leadership
• Undergraduate degree in finance, economics, or accounting; MBA, CFA, or equivalent financial services experience preferred
• Expertise in financial modeling, market knowledge, advanced deal execution, project management, and strong communication skills