BMO is hiring an Operations Wealth Leader to manage a large portfolio of up to 250 wealth operations professionals focused on elevating our client-focused Account Services function, while championing our commitment to Boldly Grow the Good in business and life.

In this senior-level Director role, you would provide support and service for the Investment/Wealth Operations function of BMO’s business stakeholders and customers, while delivering world-class investment product and service processes, ensuring adherence with financial and regulatory controls and operational guidelines.

• Fostering a culture aligned to BMO's purpose, values and strategy while role modelling BMO values and behaviours
• Ensuring alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages underperformance.
• Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives and manages internal/external stakeholder relationships, which may include regulators
• Networks with industry contacts to gather competitive insights and best practices.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Develops the business case by identifying needs, analysing potential options, and assessing expected return on investment.
• Defines business requirements for analytics and reporting to ensure data insights inform business decision making.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
• Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
• Maintains effective resourcing levels and allocates resources.
• Ensures effective operational risk mitigation infrastructure, standards, and processes are in place.
• Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
• Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs).

Qualifications:

• Typically 9+ years of relevant experience in Wealth Operations/Investment Operations
• Demonstrated Operations Leadership experience mentoring, coaching members at all career levels
• Knowledge and experience using relevant systems and technology – Expert.
• Knowledge and understanding of the business unit’s key products and services, processes and controls – Expert.
• Knowledge of the risk and regulatory requirements of the business – Expert.
• Customer service skills – Expert.
• PC skills (MS Word, Excel, PowerPoint) – Expert.
• Seasoned expert with extensive industry knowledge.
• Technical leader viewed as a thought leader for innovation.
• Influence skills - Expert.
• Data driven decision making - Expert.

We’re here to help

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.