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Job Description About the Role The company is seeking a high-performing Director, Account Management to step into a critical "player-coach" leadership role. This person will lead, mentor, and scale a team of 3–5 Account Managers while directly managing strategic enterprise accounts valued between $1M and $4M. You'll serve as an executive sponsor for key client relationships, drive Gross Retention Rate (GRR) and Net Retention Rate (NRR) targets, and refine commercial processes for a complex, highly technical product line. Key Responsibilities Leadership & Coaching — Mentor and manage a team of 3–5 Account Managers across onboarding, renewals, stakeholder mapping, and commercial escalations. Account Strategy & Execution — Directly own a book of strategic enterprise accounts ($1M–$4M), serving as executive sponsor to ensure high retention and multi-divisional expansion. Operational Standards — Establish standards for customer communications, account planning, and reporting to maintain quality and urgency across the book of business. Technical & Commercial Alignment — Partner with scientific buyers and internal engineering teams to navigate complex implementation hurdles and translate technical capabilities into clear commercial value. Quota Accountability — Drive GRR and NRR performance across the team while stepping in personally to unblock critical account risks. What We're Looking For • 5–10 years in enterprise Account Management or Customer Success, with 2+ years of direct team management experience, • Proven track record managing enterprise accounts at a technical/industrial software company (e.g., Palantir, C3.ai, Optimizely companies selling to buyers who make real-world products, not marketing/fintech SaaS), • Experience at a growth-stage company scaling an AM/CS function, • Strong academic foundation comfortable with numeric/statistical concepts; a degree in a science, chemistry, biology, or other quantitative field is a plus, • Demonstrated ownership of renewal/expansion strategy and GRR/NRR metrics, • Experience managing complex enterprise implementations with multiple stakeholders, • Executive presence able to credibly engage C-suite stakeholders at Fortune 500 customers, • Based in or willing to relocate to NYC (hybrid, in-office), • Able to travel 20–30% for customer engagements

Application Deadline: 09/11/2026 Address: VIRTUAL(S1)32 - HomeRes - NY Job Family Group: Customer Shared Services Under the direction of the Associate Director, Product Control this role is the full scope product controller for the U.S. Fixed Income businesses, which includes Primary Dealer, US Money Markets, Securitized Products, High Yield, and Origination trading desks. This includes daily P&L and PAA reporting, full balance sheet and income statement line management, monthly analysis and ad-hoc reporting. KEY ACCOUNTABILITY AREAS: P&L and PAA (Profit Attribution Analysis) Reporting Balance Sheet and Income Statement line item management Analysis and process improvement SPECIFIC ACCOUNTABILITIES: P&L Reporting • Oversee and review accurate daily P&L and PAA for various trading desks within U.S. Fixed Income, focusing on but not limited to the following products: MBS, Treasuries, Repos, Agencies, Corporates, IRS, Bond Futures, CDX, • Review for large fluctuations daily and bring to the attention of management, • Oversee Front-Office to Back-Office reconciliations, • Gain a working knowledge of the trade flow process from inception to G/L, • Develop a thorough understanding of the G/L’s and settlement systems (ICI, Calypso, GMI, GlobalOne, ADP, LoanIQ, S4, Progress/Essbase), • Ensure correct bookings in the general ledger, • Ensure that new products are set up correctly in the P&L tracking process Balance Sheet and Income Statement line item management • Have an understanding of product related balance sheet and income statement line items, • As appropriate, record, upload, reconcile and/or coordinate all general ledger postings for product related activity (e.g. balance sheet, revenue), • Prepare P&L and Balance Sheet Reconciliations as part of month-end close, • Coordinate with legal entity and regulatory accounting, risk, operations, and other support groups Analysis and AI-driven process improvement • Create and update monthly analysis with regard to key business drivers, • Prepare commentary and standard period over period analysis, • Leverage AI to drive efficiencies and scalability across Product Control AUTHORITIES: • The holder of this job has access to various financial systems (general ledgers, sub-ledgers, and reporting systems). CROSS FUNCTIONAL DEPENDENCIES • This job has cross functional dependencies to the rest of Global Middle Office, CM Finance, as well as Risk, Tax, etc. departments that support the businesses. SCOPE AND IMPACT: • This job requires tracking a number of products housed in various systems., • Liaise with desk personnel on daily issues, • Peak periods will include various monthly reporting deadlines and other deliverables consistent with the role. a. Knowledge • Undergraduate Degree in Accounting or Finance, • Minimum of 5-7 years of experience in financial services industry., • CFA / CPA and/or Series 99/Series 7 a plus., • Prior experience with Fixed Income products and/or risk based pnl explain preferred. b. Skills and Competencies • Strong knowledge of fixed income products and the MBS market., • Excellent computer skills. Ability to learn systems quickly., • Ability to manage multiple tasks and meet deadlines, without compromising data integrity., • Strong communication and relationship building skills., • Strong interpersonal and leadership skills., • Strong customer service and client focus., • Standard working conditions as set by Bank Salary: $81,400.00 - $151,800.00 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: _ 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 _ BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to _ and let us know the nature of your request and your contact information. 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.

Application Deadline: 10/30/2026 Address: 151 W 42nd Street Job Family Group: Customer Shared Services The Manager, Whole Loan Trading Operations is responsible for leading, building, and scaling the operational support function for the firm’s whole loan trading platform. This role provides end-to-end oversight of trade lifecycle processes, ensures a robust control environment, and partners with Front Office, Finance, Risk, Technology, and external vendors to support a complex and evolving asset class. The successful candidate will play a critical role in establishing the operating model, building a high-performing team, and implementing scalable processes and controls to support business growth. Recruit, develop, and lead a team of operations professionals supporting whole loan trading Define team structure, roles, and coverage model aligned to business needs Establish performance expectations, training programs, and development plans Foster a strong control culture and continuous improvement mindset Design and implement the end-to-end operating framework for whole loan trading Develop standard operating procedures, workflows, and escalation protocols Partner with Technology to define system requirements, data models, and automation initiatives Support onboarding of new products, strategies, and business initiatives Oversee trade capture validation and settlement processes to ensure accuracy and timeliness Coordinate with counterparties, custodians, servicers, and internal stakeholders to facilitate settlements Monitor funding flows and ensure proper cash movement tracking Ensure accurate boarding of loans into internal systems and third-party servicer platforms Implement controls to maintain data integrity across loan attributes and booking systems Oversee reconciliation of loan balances between internal systems and servicers Oversee reconciliation of principal, interest, and fee cash flows received from servicers Monitor remittance activity and resolve discrepancies with third-party servicers Manage ongoing servicer relationships, including performance monitoring and issue escalation Oversee operational support for loan lifecycle events including payoffs, modifications, delinquencies, and defaults Ensure accurate processing and downstream impact across systems and reporting Partner with Finance and Product Control to support P&L reporting and month-end close Oversee reconciliation of cash vs. accrual balances and valuation support processes Support reserve, impairment, and balance sheet substantiation requirements Develop management reporting on portfolio performance, holdings, and delinquency metrics Support regulatory reporting requirements and audit engagements Maintain and enhance documentation, controls, and governance frameworks Identify operational inefficiencies and control gaps; implement remediation strategies Define reconciliation frameworks and exception management processes Drive automation initiatives to reduce manual processes and improve scalability Serve as the primary operations liaison to Trading, Finance, Risk, Legal, and Technology Coordinate with external servicers and custodians to ensure seamless operational support Bachelor’s degree in Finance, Accounting, Business, or related field 7+ years of experience in operations, middle office, asset servicing, loan operations, or securitized products support Demonstrated experience managing teams and leading operational functions Strong understanding of trade lifecycle processes, settlement, servicing, and cash flow management Proven ability to design and implement operational processes, controls, and governance frameworks Experience supporting whole loans, mortgage loans, structured products, or securitized products Experience building or scaling a new operational function or platform Knowledge of loan servicing models and third-party servicer oversight Familiarity with regulatory reporting, audits, and operational risk management Experience partnering with Technology on system enhancements, workflow redesign, and automation initiatives Experience with SBO Experience with SITUS AMC an asset Leadership and team development Strong control and risk management mindset Process design and continuous improvement Strategic thinking and operating model development Problem-solving and decision-making in complex environments Effective stakeholder communication and collaboration Ability to lead through ambiguity and support a growing business platform Salary: $112,200.00 - $209,000.00 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: _ 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 _ BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to _ and let us know the nature of your request and your contact information. 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.

Take on a high-impact Accounting Manager – M&A role where you’ll be deeply involved in live deals and strategic decision-making. This is a rare opportunity to combine technical accounting, transactions, and leadership in a fast-growing environment. Accounting Manager – M&A Salary: $110,000 – $130,000 Islandia, NY Why This Opportunity Stands Out: • Work directly with Managing Partners on high-level M&A strategy and execution, • Gain hands-on exposure to live acquisitions, due diligence, and post-deal integration, • Join a fast-growing, Inc. 5000-recognized firm with strong momentum and deal flow, • Expand beyond traditional accounting into transaction advisory and strategic finance, • Step into a highly visible role with direct influence on deal outcomes and firm growth, • Lead and improve systems, processes, and integration workflows across the organization, • Invest in your long-term growth through mentorship, training, and continuing education, • Access competitive benefits, including nearly fully covered medical and 401(k) match, • Thrive in a collaborative, team-oriented culture that recognizes individual impact, • Play a role in hiring, team building, and broader firm initiatives Key Responsibilities for the Accounting Manager – M&A: • Lead M&A due diligence, including financial analysis and data room management, • Oversee accounting operations and review financial deliverables, • Support deal execution and coordinate with legal, banking, and executive teams, • Drive post-merger integration across systems and financial processes, • Review financial statements and quality of earnings analyses, • Implement and enforce accounting policies and process improvements Qualifications for the Accounting Manager – M&A: • Bachelor’s degree in Accounting or Finance (CPA or in progress preferred), • 5–7 years of experience in public, corporate accounting, or transaction advisory, • Strong knowledge of GAAP, corporate structures, and M&A processes, • Experience with financial analysis and due diligence support, • Proficiency in QuickBooks and accounting workflow oversight, • Ability to work onsite and travel for integration projects #LI-SM1 #INJUL2026

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at BNY Mellon, Fidelity, or Bank of America, among many other leading organizations in the New York | New Jersey area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelor? s degree, • You may be required to answer additional screening questions when applying What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: • Application Development, • Business Operations, • Banking, • IT Support, • Financial Operations, • Data Analysis, • Project Management, • Network Security & Support, • Customer Success Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at BNY Mellon, Fidelity, or Bank of America, among many other leading organizations in the New York | New Jersey area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelor? s degree, • You may be required to answer additional screening questions when applying What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: • Application Development, • Business Operations, • Banking, • IT Support, • Financial Operations, • Data Analysis, • Project Management, • Network Security & Support, • Customer Success Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.