Associate Client Portfolio Manager, ETFs

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Associate Client Portfolio Manager, ETFs

BMO Global Asset Management

The Associate Client Portfolio Manager (CPM) serves as a key investment spokesperson and subject matter expert for BMO Global Asset Management’s ETF platform. This role is responsible for translating the insights, views, and actions of investment teams into clear, compelling, and actionable messaging that supports retail clients and distribution partners across market environments.

This is an ideal opportunity for an investment professional who combines strong analytical skills with the ability to communicate confidently and persuasively. The Associate CPM plays a central role in positioning BMO GAM’s ETF capabilities, supporting asset growth and retention, and reinforcing the firm’s investment discipline and competitive strengths.

The role requires close collaboration with Portfolio Management, Product, Sales, Marketing, Distribution, and other internal partners.

Key Responsibilities

Investment & Product Expertise

• Develop and maintain deep expertise across assigned ETF strategies, including portfolio construction, positioning, performance drivers, and risk exposures.
• Build a strong understanding of investment team philosophies, processes, and decision‑making, and contextualize those insights within product outcomes.
• Monitor market developments, portfolio performance, and competitive trends to generate timely, client‑relevant insights.

Investment Messaging & Content

• Lead the creation and ongoing evolution of investment messaging for assigned ETF strategies.
• Produce high‑quality presentations, portfolio commentaries, market updates, and client‑ready materials.
• Translate complex investment concepts into clear, engaging narratives tailored to retail and internal audiences.
• Ensure accuracy, consistency, and quality across all product communications and collateral.

Sales & Distribution Support

• Act as a trusted investment resource for sales teams by proactively anticipating and addressing client questions.
• Support RFPs, sales training, and ad hoc product inquiries.
• Communicate product activity, positioning, and performance clearly to support client engagement, asset retention, and growth.

Collaboration & Stakeholder Engagement

• Represent BMO GAM’s ETF strategies across internal and external stakeholders, articulating investment philosophy, process, and results.
• Partner closely with Portfolio Management, Product, Sales and Marketing to support business objectives.
• Advocate for product enhancements and new ideas based on client needs and market opportunities.
• Champion BMO’s investment capabilities, reinforcing credibility, consistency, and confidence in all interactions.

Qualifications

• 3-5+ years of experience in asset management or capital markets, ideally in a Client Portfolio Manager, investment specialist, or portfolio management role.
• CFA designation and a relevant undergraduate degree.
• Strong understanding of investment strategies, portfolio construction, and performance analysis.
• Strong analytical skills with experience interpreting portfolio performance and risk.
• Comfort working with analytical tools and complex market data.
• Proven ability to communicate investment concepts clearly to retail audiences.
• Excellent written, verbal, and presentation skills.
• Ability to thrive in a fast‑paced, client‑focused environment.
• Creative, collaborative self‑starter with strong business acumen.
• Bilingual French-English is an asset.

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 https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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.