Director & Assistant Market Leader
3 weeks ago
BMO Financial Group is seeking a highly skilled and experienced Wealth Sales & Service Professional to join our team. As a key member of our organization, you will play a critical role in driving business growth, enhancing profitability, and delivering exceptional customer experiences.
Key Responsibilities:- Build and manage a network of referral sources to grow BMO's business and make referrals as required to BMO partners.
- Support the development and implementation of the annual business planning & goal setting framework.
- Support the achievement of Branch / market growth, profitability, assets under management, and other business unit objectives and key measures.
- Provide day-to-day technical support to team members and manage client escalations.
- Role-model client service expectations and reinforce sales process and client experience.
- Provide strategic input into business decisions as a trusted advisor.
- Make recommendations to senior leaders on strategy and new initiatives based on an in-depth understanding of the local market economic trends and competitor activity.
- Act as a subject matter expert on relevant regulations and policies.
- Network with industry contacts to gain competitive insights and best practices.
- Manage resources and lead the execution of strategic initiatives to deliver on business and financial goals.
- Help determine business priorities and best sequence for execution of business/group strategy.
- Conduct independent analysis and assessment to resolve strategic issues.
- Recommend business priorities, advise on resource requirements, and develop roadmap for strategic execution.
- Act as the prime subject matter expert for internal/external stakeholders.
- Build effective relationships with internal/external stakeholders.
- Ensure alignment between stakeholders.
- Break down strategic problems, analyze data and information to provide insights and recommendations.
- Monitor and track performance, and address any issues.
- Lead change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
- Lead the development of the communication strategy focusing on positively influencing or changing behavior.
- Collaborate across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behavior.
- Participate in audits and compliance reviews and conduct follow-up and coaching as required.
- Lead the execution of operational programs; assess and adapt as needed to ensure quality of execution.
- Monitor to ensure Branch adherence to internal/external Compliance regulations and requirements.
- Execute work to deliver timely, accurate, and efficient service.
- Develop and promote the branch sales and service staff in alignment with the strategy and business plans.
- Monitor to ensure Branch adherence to internal/external Compliance regulations and requirements.
- Provide input into the planning and implementation of operational programs.
- Execute work to deliver timely, accurate, and efficient service.
- Sources new sales & service professional candidates.
- Lead/participate in the design, implementation, and management of core business/group processes.
- Develop and manage a business/group program.
- Reviews the program for effectiveness, considers industry trends, and recommends enhancements; makes changes as required.
- Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
- Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
- Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
- Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
- Implements changes in response to shifting trends.
- Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- In-depth supervisory/leadership experience.
- Must meet the licensing and certification requirements for the team / location / jurisdiction where the mandate is being fulfilled.
- Seasoned professional with a combination of education, experience, and industry knowledge.
- Verbal & written communication skills - In-depth / Expert.
- Analytical and problem-solving skills - In-depth / Expert.
- Influence skills - In-depth / Expert.
- Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
- Able to manage ambiguity.
- Data-driven decision making - In-depth / Expert.
The salary for this position is $156,000.00 per year, with a commission structure. The 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 Financial Group offers a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
We are an equal opportunities employer and welcome applications from diverse candidates.
BMO Financial Group is committed to creating a workplace that is inclusive, equitable, and accessible to all employees.
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