Director or Managing Director, Investment Banking, US Loan Syndications

Overview

Delivers deep market, sector and investor expertise, innovative thinking, and world‑class execution across a full suite of Capital Markets products. Collaborates with the Originators and Banking teams to provide financing solutions to clients.

Key Responsibilities

Client Coverage & Relationship Management

• Cultivates and deepens relationships with new and existing loan investors and corporate clients.
• Maintains ongoing senior‑level coverage and ensures alignment across internal stakeholders.
• Develops a comprehensive understanding of client needs, credit, capital structures and industry trends to anticipate and respond with tailored, market‑driven solutions.
• Drives successful, tight syndication processes for primary loan sales.
• Experience in collecting and synthesizing investor feedback to inform each transaction's structure, pricing, and distribution strategy.
• Identifies opportunities to cross‑sell and expand wallet share.

Deal Execution & Sector Strategy

• Leads the syndication strategy for new loan transactions, including investor targeting, structure, pricing, and timing.
• Serves as a key member of deal teams to expand market share by effectively winning new clients and developing incremental business opportunities.
• Provides market expertise and contributes to the preparation and delivery of pitches and strategic recommendations.
• Partners with sector and product specialists to structure, negotiate, and execute transactions.
• Supports credit concurrence and pricing decisions as a client advocate.

Market, Industry & Portfolio Insight

• Monitors loan market conditions, investor sentiment, regulatory developments, and competitive dynamics.
• Translates market intelligence into actionable advice for clients and internal stakeholders.
• Review financial statements, projections, and diligence materials to design appropriate, competitive loan structures that balance client objectives, investor demand, and risk considerations.

Risk Management & Governance

• Applies strong risk judgment, evaluating risk-return trade-offs and ensuring recommendations align with the bank's risk appetite.
• Considers internal controls, compliance requirements, and regulatory expectations in daily activities.
• Identifies opportunities for revenue growth, cost reduction, and capital optimization while managing associated risks.

Leadership & Collaboration

• Acts as a trusted advisor to clients with unwavering standards for best‑in‑class execution and client service.
• Reviews, mentors, and develops junior team members.
• Leads and reviews work from team members to support high‑quality client deliverables.
• Develops cross‑functional relationships across lines of business to ensure seamless coordination and client experience.
• Drives improvements in efficiency, effectiveness, and client service; acts as a positive change agent.

Qualifications

• 9+ years of relevant experience in loan syndications, leveraged finance, or investment banking with a strong track record in structuring and executing syndicated loan transactions.
• Bachelor's degree in finance, economics, accounting, or related field; advanced academic achievement preferred.
• Demonstrated expertise in syndicated loan markets, investor behavior, and distribution dynamics.
• Proven ability to manage senior‑level investor and corporate client relationships.
• Exceptional communication, presentation, analytical, problem‑solving, negotiating, and influence skills.
• Ability to operate effectively in a fast‑paced, complex environment.
• Strong collaboration skills with experience working across diverse teams and stakeholder groups.

Compensation

Salary Range: USD $275,000 - $350,000 (Actual compensation depends on skills, experience, education, and qualifications.)

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:

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:

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 View email address on click.appcast.io and let us know the nature of your request and your contact information.