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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