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Program Manager, Private Wealth Referral Program
2 months ago
Program Management, Individual Contributor
This role is part of the Strategy & Change team at BMO Financial Group, a leading financial institution with a commitment to growth and innovation.
- Oversee daily program-related activities, including data tracking, reporting, payment processing, and communication of referral activities.
- Partner with leaders to advise on referral programs, address policy issues, and problem-solve escalations and payment inquiries.
- Ensure Referral program alignment with policy and compliance through oversight and audit.
- Manage and integrate data from multiple sources for analysis, insight, and recommendations.
- Conduct independent analysis and assessment to resolve referrals inquiries, issues, and escalations.
- Build relationships and collaborative resources across functional and operating groups to create value for stakeholders.
- Monitor and track performance, addressing any issues and understanding program interdependencies.
- Act as a trusted financial advisor to assigned business/group and market leaders.
- Influence and negotiate to achieve business objectives.
- Employ systems to manage information and assist in the development of strategic plans related to program evolution and execution.
- Identify emerging issues and trends to inform decision-making.
- Break down strategic problems, analyze data, and provide insights and recommendations.
- Investigate and problem-solve issues related to internal and external Referral Programs.
- Work independently, handling routine and non-routine situations, and exercise judgment to identify, diagnose, and solve problems.
- Present and socialize program with various stakeholders.
Project Management, Change Management & Communications
- Lead or provide guidance on the implementation, change plan, and sustainment of projects related to compensation, technology, and compliance.
- Lead and/or represent the project in project team meetings, governance forums, and inter-department forums.
- Determine business priorities and best sequence for execution.
- Understand the business/group and facilitate communication with other program/project managers and stakeholders efficiently and effectively.
- Demonstrate ownership and commitment by holding themselves accountable for the identification and resolution of project problems.
- Ensure change management plans are developed, socialized, and consistently measured to deliver expected project benefits and adoption.
- Understand project interdependencies and demonstrate critical thinking that proactively identifies project risks and establishes effective risk mitigation.
Other Responsibilities
- Adhere to Bank risk, regulatory, and compliance controls.
- Perform broader work or accountabilities as needed.
Qualifications
- Typically, between 5-7 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
- Private Wealth operating deep knowledge and technical proficiency gained through extensive business experience.
- Knowledge and experience of other LOBs (Commercial/Retail) HQ is an asset.
- Project management experience - 3 to 6 years.
- Technology skills include MS applications (advanced Excel, working knowledge of SQL, PowerPoint proficiency).
- Able to apply project management methodologies or approaches and resolve project issues effectively.
- Valid PMP designation from the Project Management Institute (PMI) is an asset.
- Able to navigate challenging situations effectively.
- Stakeholder management - In-depth.
- Analytical and problem-solving skills - In-depth.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Influence skills - In-depth.
- Ability to work independently - in-depth.
- Data-driven decision making - In-depth.
- Entrepreneurial skills - Working.
- Judgment skills - Working.
- Learning agility - Working.
Compensation
The salary for this role is $126,000.00 per year, with a comprehensive compensation package that includes performance-based incentives, discretionary bonuses, and other perks and rewards.
About BMO Financial Group
BMO Financial Group is a leading financial institution with a commitment to growth and innovation. We strive to create lasting, positive change for our customers, our communities, and our people.
Why Join BMO?
As a member of the BMO team, you will be valued, respected, and heard. You will have opportunities to grow and make an impact, with tools and resources to support your success.
