Senior Director Business Transformation
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Lead strategic transformation at BMO Trust Company, using private wealth expertise and change leadership to advance client experience and business growth.
The Senior Director, Business Transformation, Trust Co., leads strategic growth, innovation, and transformation within BMO Private Wealth. This enterprise-level role connects Trust Company priorities with Wealth Planning, Investment Management, Private Banking, and Trust & Estate professionals. It guides initiatives aligned with client needs, market opportunities, and Private Wealth priorities.
Key Responsibilities:
- Advise senior leaders on strategic decisions and initiatives
- Develop priorities, resource requirements, and strategic execution roadmaps
- Lead change management programs from assessment through sustainment
- Produce reports, financial reports, and performance dashboards
- Lead communications strategy and governance reporting
Requirements:
- At least nine years of relevant field experience
- Expertise in private wealth management strategies and trends
- Broad financial services and high-net-worth banking experience
- Expert knowledge of compliance and industry regulations
- Expert verbal and written communication skills
Apply transformation leadership, private wealth knowledge, and strategic execution expertise across BMO Trust Company’s enterprise agenda.
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