Partner Manager expanding Phorest’s salon and medspa software business through strategic partnerships. Generating leads, pipeline, and revenue across North American medspa markets.
About the role
- Senior Relationship Manager growing BMO’s commercial banking portfolios in Halifax or Charlottetown. Structuring lending, treasury, and cash-management solutions for high-value business clients.
Responsibilities
- Manage and expand a portfolio of strategic commercial banking clients
- Develop trusted advisor relationships with business owners, executives, and key decision-makers
- Understand client objectives and recommend tailored financial solutions
- Identify share-of-wallet opportunities across lending, cash management, treasury, investment, and other banking services
- Source new business opportunities and build a pipeline of prospective clients
- Develop and execute market growth strategies
- Use market intelligence, industry trends, and competitive insights to identify opportunities and accelerate portfolio growth
- Represent the bank at industry events, conferences, and networking opportunities
- Structure and negotiate complex credit facilities and banking solutions
- Lead credit discussions, secure approvals, and collaborate with internal partners
- Review lending and cash management agreements for accuracy, completeness, and compliance
- Conduct financial analysis and credit assessments
- Collaborate with product specialists, credit partners, risk teams, and senior leaders
- Act as an escalation point for complex client situations
- Provide insights and recommendations for business strategy and portfolio performance
- Monitor portfolio profitability, risk profile, and return on equity performance
- Evaluate client relationships and identify opportunities to deepen engagement and optimize returns
- Prepare executive-level reporting on portfolio performance, market developments, and client trends
- Ensure activities meet regulatory requirements, internal controls, and risk management standards
Requirements
- 4-7 years of experience in Commercial Banking, Relationship Management, Portfolio Management, or Business Development
- Proven success managing complex client relationships and delivering strong sales and revenue results
- Experience structuring, negotiating, and executing commercial lending transactions
- Strong understanding of financial statements, credit analysis, and risk assessment
- Bachelor's degree in Business Administration, Finance, Accounting, or a related discipline
- Equivalent combination of education and relevant professional experience will be considered
- Credit qualification requirements, where applicable
Benefits
- Commission structure may apply
- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones
- Accommodations available on request during the selection process
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