Investor Sales Role

Address:

Job Family Group:

We are seeking a seasoned and highly connected sales professional to join our Asset Management  team with BMO Sponsor Finance (“BSF”) as a Director or Managing Director (depending on experience) focused on a Direct Lending strategy. In this senior role, you will drive institutional capital raising efforts across our private credit platform, with an emphasis on sourcing and managing LP relationships across pensions, endowments, family offices, and other institutional allocators.

Key Responsibilities:

• Lead fundraising and capital formation for our single direct lending strategy, which flows through several types of investment structures including commingled funds, SMAs, CLO’s, and co-investments.
• Develop and execute a comprehensive business development plan targeting institutional and semi-institutional investors in North America and/or globally.
• Manage a portfolio of existing investor relationships while continuously sourcing new prospects through your own network and targeted outreach.
• Represent the firm in investor meetings, industry conferences, and roadshows, articulating the investment thesis, performance, and differentiators of our direct lending platform.
• Work closely with investment and operations teams to deliver accurate and timely marketing collateral, due diligence materials, and performance updates.
• Oversee the end-to-end fundraising lifecycle, including pipeline management, CRM updates, tracking of investor feedback, and coordination of follow-ups.
• Maintain a deep understanding of the direct lending market landscape, including competitor activity, investor trends, and regulatory developments.

Qualifications:

• 10–15+ years of experience in capital raising, institutional sales, or investor relations with a focus on private credit and/or direct lending.
• Demonstrated track record of raising capital from institutional investors such as pensions, insurance companies, endowments, foundations, family offices, RIAs, and consultants.
• Deep knowledge of direct lending structures, risk/return dynamics, and portfolio construction.
• Strong existing LP network with direct relationships in North America (additional global coverage is a plus).
• Superior interpersonal and communication skills, with the ability to present complex credit strategies to sophisticated investors.
• Highly self-motivated, entrepreneurial mindset with a strong sense of accountability and execution.
• Bachelor’s degree required; MBA or CFA preferred.

Preferred Attributes:

• Prior experience at a private credit manager, credit-focused placement agent, or investment bank.
• Experience with various structures a plus including BDCs, rated feeders, JV’s, and private deal structuring.
• Familiarity with compliance, regulatory frameworks, and marketing rules relevant to private placements.

Salary:

Pay Type:

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.