Vice President, Client Documentation Onboarding

Application Deadline:

11/17/2026

Address:

100 King Street West

Job Family Group:

Customer Shared Services

The Vice President, Client Documentation Onboarding is responsible for managing the end-to-end onboarding and documentation process for institutional clients across Capital Markets products and services. The role serves as a central point of coordination among Sales, Trading, Legal, Credit, Compliance, Risk Management, Operations, and external clients to facilitate the efficient execution of master trading agreements and timely client onboarding.

The Vice President will oversee the negotiation, execution, and implementation of client agreements, ensure compliance with internal policies and regulatory requirements, and drive process improvements designed to enhance the client experience while mitigating operational and legal risk.

Key Responsibilities

Client Onboarding Management

• Manage all aspects of the client onboarding lifecycle from mandate through account activation.
• Coordinate onboarding activities across internal stakeholders, including Front Office, Legal, Compliance, KYC/AML, Credit Risk, Operations, Treasury, and Product Control teams.
• Act as the primary point of contact for clients regarding onboarding documentation requirements and status updates.
• Facilitate onboarding of institutional clients, including asset managers, hedge funds, insurance companies, pension funds, corporations, banks, and sovereign entities.

Risk and Regulatory Oversight

• Ensure master agreement onboarding activities comply with applicable regulatory and internal policy requirements.
• Assist in the identification and escalation to legal, credit, and operations of issues causing bottleneck in the negotiation and onboarding of master trading agreements.
• Monitor and track documentation exceptions and drive resolution of outstanding conditions precedent.
• Maintain strong controls around document retention, approvals, and audit readiness.

Stakeholder Management

• Develop strong partnerships with:
  • Sales and Trading
  • Relationship Managers
  • In-house Legal Counsel
  • Compliance and Regulatory Affairs
  • Credit and Market Risk
  • Operations and Client Service Teams
• Provide regular reporting on onboarding pipeline activity, documentation status, and key performance metrics.
• Represent the onboarding function in internal governance forums and project initiatives.

Process Improvement and Leadership

• Drive continuous improvement initiatives to reduce onboarding cycle times and enhance the client experience.
• Identify opportunities for process automation and workflow optimization.
• Assist in developing onboarding procedures, controls, and documentation standards.
• Support training and development of junior team members.
• Participate in strategic initiatives involving new products, regulatory developments, and platform enhancements.

Qualifications

Education

• Bachelor's degree required.

Experience

• 7-12+ years of experience in Capital Markets documentation, client onboarding, legal documentation, institutional relationship management, or a related financial services discipline.
• Knowledge of institutional trading documentation and onboarding processes.
• Familiarity with derivatives, securities financing transactions, foreign exchange, and capital markets products.

Skills and Competencies

• Excellent negotiation and communication skills.
• Strong project management and organizational capabilities.
• Ability to manage multiple transactions and competing priorities simultaneously.
• Strong analytical and problem-solving skills.
• Proven ability to interact effectively with senior stakeholders and external clients.
• Attention to detail and risk awareness.
• Client-focused mindset with a commitment to operational excellence.

Please note the base salary for this role is $150,000 CAD.

Salary:

$70,000.00 - $150,000.00

Pay Type:

Salaried

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.