Director, Alternatives Strategy

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The North American Investment Manager Research (“NAIMR”) Team works within BMO Private Wealth to provide Nesbitt Burns Investment Advisors (“IA”) and BPIC Investment Counselors (“IC”) the advice, research, and information they need to make insightful recommendations to clients across all asset classes.

The Alternatives Strategist / Specialist role focuses primarily on alternative investments recommendations, product due diligence, and platform oversight across the alternatives universe (open- and closed-end funds). This includes serving as an in-house expert and key resource for IAs and ICs, identifying and creating investment solutions, and developing educational materials to support confident and compliant adoption of alternatives across the platform.

This position is part of the broader North American Alternatives team, comprised of professionals base...