MD, Head of US ETF Investments

BMO U.S. - West Palm Beach, FL

Hiring: MD, Head of US ETF Investments Company: BMO U.S. Location: West Palm Beach, FL Job Posted Time: 2026-09-10 10:37:42 Employment Type: Part-time Target Skills & Keywords : CFA, Capital Markets, Derivatives, Portfolio Management About the job Experience: •10+ years of relevant investment management experience, including meaningful experience with ETF, options-based, structured outcome, or derivatives-based investment strategies; more senior candidates with deeper experience are encouraged to apply. •Established track record of strong investment performance, disciplined portfolio construction, and effective risk management. •Deep expertise in covered calls, autocallables, buffer strategies, accelerators, defined-outcome strategies, options overlays, structured products, and related derivatives implementation. •Broad knowledge of asset management, capital markets, portfolio construction, derivatives markets, and the competitive ETF landscape. •Open to senior candidates who have demonstrated clear leadership potential, strong investment judgment, and meaningful ownership of strategy, risk, product development, or team leadership, even if they have not previously been the sole senior executive accountable for an ETF business. Required Skills: •Portfolio Management & Investment Strategy •Lead investment strategy formulation, portfolio construction, and ongoing management for BMO’s U.S. ETF strategies, with emphasis on derivatives-based ETFs, outcome-oriented strategies, and options-overlay solutions. •Manage, evaluate, and monitor portfolio performance in alignment with stated investment objectives, client needs, product mandates, and applicable risk parameters. •Develop and refine investment processes for covered call, autocallable, buffer, accelerator, defined-outcome, and related structured ETF strategies. •Oversee trading, execution, rebalancing, corporate actions, model implementation, risk management, and ongoing portfolio monitoring. •Drive idea generation and product engineering in partnership with product, capital markets, and distribution teams to support a differentiated U.S. ETF lineup. •Maintain the highest fiduciary standard when representing and acting in clients’ interests. •Establish and reinforce portfolio management controls, investment guidelines, escalation protocols, and participate in governance routines and reporting appropriate for a scalable ETF platform. Qualifications: •Mastery of ETF portfolio management, ETF capital markets, product mechanics, liquidity considerations, trading workflows, and portfolio implementation. •Post-secondary degree in finance, economics, business, mathematics, engineering, or a related field; post-graduate degree in business, economics, finance, or a quantitative discipline preferred. •Completion of relevant investment certification preferred, including CFA, CAIA, FRM, or equivalent professional designation. Compensation: •$160,000 - $300,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!