Vice President, Financial Institutions Group (FIG) Investment Banking - Life & Annuity
At a glance
Highlights
- Base salary $260k
- Health insurance
- Tuition reimbursement
Heads up
- Commission structure
- SIE, Series 79, Series 63 required within 150 days
Why this role might suit you
The role offers a senior investment‑banking position focused on insurance M&A, providing exposure to complex financial modeling, client advisory, and leadership of analysts within a leading capital markets firm.
Skills
About the role
Application Deadline:
05/30/2026
Address: 151 W 42nd Street
Job Family Group: Capital Mrkts Sales & Service
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets
Job Description
BMO’s Financial Institutions Group (FIG) is hiring a Vice President to join its Insurance Investment Banking team in New York.
You will provide a combination of deep insurance industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.
Key Responsibilities:
Participates in deal teams to develop, present, and win mandates for new opportunities
Creates pitch books for clients with respect to financial solutions and participates in client presentations
Monitors client, client industry, and regulatory agencies for potential changes that may impact client portfolio and business needs
Reviews and continually monitors performance of existing accounts and client relationships
Conducts due diligence (e.g., client visits, business model analysis, and comprehensive review of industry trends and related regulations)
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Builds effective relationships with internal/external stakeholders
Generates updated financial models / analyses as dictated by business needs and industry requirements
Creates financial models to analyze client portfolios and anticipate client needs.
Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables
Understands the complexity of transactions and related risk (e.g., credit, market, operational, legal/compliance, etc.)
Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts
Delivers financial modeling to support strategic recommendations to clients
Understands the complexity of transactions and related risks (credit, market, operational, legal/compliance, etc.)
Balances the Bank's risk appetite with client needs when making recommendations / proposals
Qualifications:
The ideal candidate will have a minimum of 5 years of insurance M&A experience across investment banking, corporate development, and/or actuarial consulting roles (exposure to, and/or a strong interest in, the U.S. life & annuity sector is preferred)
Education: Bachelor's degree in Finance, Economics, Business, or a related field, with an outstanding record of academic achievement. MBA degree preferred but not required
Exceptional team player with a strong work ethic and ability to thrive in a fast-paced, dynamic environment
Detail oriented with strong analytical abilities
Deep, sophisticated understanding of accounting and finance
Excellent mathematical, written/verbal communication, and computer skills
Ability to manage expectations of senior bankers while working on multiple projects simultaneously
Effective leadership and coaching skills
Sound and professional judgement
SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment
Base Salary
260,000.00 USD
Salary:
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 details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
Compensation
This Insurance role pays $260k/yr. Within typical range for insurance roles in United States.
Questions about this role
How do I apply to this Vice President, Financial Institutions Group (FIG) Investment Banking - Life & Annuity role at bmo?
Click "Apply with AI Applyd" above. We auto-fill the application from your resume and answer screening questions in seconds. No copy and paste, no juggling tabs.
What's the typical salary for Insurance in United States?
Compensation for Insurance roles in United States varies widely by seniority, employer size, and remote vs onsite arrangement. Check the salary range on this listing when published, or browse our Insurance hub for United States medians across recent openings.
How fast does AI Applyd auto-apply?
Most applications complete in under 90 seconds. You can track the status in your dashboard and watch the screenshot proof land the moment the application submits.
What ATS does bmo use?
AI Applyd supports Greenhouse, Lever, Ashby, Workday, iCIMS, SmartRecruiters, LinkedIn Easy Apply, and most other ATS platforms. If we can submit through the platform, we do.
Want AI Applyd to auto-apply to roles like this?
We tailor your resume per posting, fill the forms, and track replies for you.