Relationship Manager, Employee Giving

3 weeks ago


Toronto, Canada BMO Financial Group Full time

250 Yonge Street Toronto Ontario,M5B 2L7

Reporting to the Director of Employee Giving & Volunteerism, the **Relationship Manager, Employee Giving **is responsible for driving social impact by engaging employees in designated corporate and employee giving, fundraising and volunteer programs. This includes promoting, training, recruiting, consulting, performing periodic reviews, analyzing program outcomes, providing insights and making recommendations for enhancements as required. Ensures the effective and efficient execution of all program components, including ensuring change management and communications are in place. Works collaboratively with internal and external stakeholders.

**Mandate & core accountabilities**:
Leads or participates in the delivery of enterprise programming and strategic initiatives including giving campaigns, fundraising, volunteering and other strategies to increase and sustain engagement. Understands the needs of assigned business/groups and facilitates communication, working with program managers and stakeholders. Leads training and orientation for ambassadors, champions and volunteers to increase their understanding of the campaign or program. Plans and implements formal and informal giving and volunteer recognition activities to recognize the contribution of employees to the giving culture. Leads or assists in recruiting the right ambassadors and volunteers with the right talent.
- Acts as a trusted advisor to assigned business/group.
- Influences and negotiates to achieve business objectives.
- Recommends and implements solutions based on analysis of issues and implications for the business.
- Assists in the development of strategic plans.
- Identifies emerging issues and trends to inform decision-making.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Conducts independent analysis and assessment to resolve strategic issues.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
- Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
- Provides input into the planning and implementation of operational programs.
- Supports the development of the program strategy ensuring that key goals are delivered and are aligned to overall BMO goals.
- Supports the management of the corporate / employee program, including developing program components, promoting the program and ensuring the execution of all program components.
- Designs measurable sustainment strategies including assessing and recommending mitigations for industry/ segment-specific risks and prioritizing opportunities presented by internal and external stakeholders.
- Investigates, analyzes, documents & mitigates program risks and advises any issues or concerns to senior leaders.
- Understands the purpose of the program and ensures that stakeholder needs are understood and integrated into the development & management of the program.
- Analyzes the impact and effectiveness of the program through periodic reviews of the programs and makes recommendations to improve processes, procedures and/or policy
- Breaks down strategic problems, and analyses data and information to provide program insights and recommendations.
- Monitors and tracks program performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards.
- Manages the change management for any enhancements / changes and ensures that appropriate plans are in place to execute effectively.
- Tracks exception requests and corresponding approvals.
- Participates in the management of vendor relationships; ensures regular reviews are in place, key performance indicators are monitored, service level agreements are met and service costs are kept within budget.
- Oversees project activities o ensure deadlines are met and program solutions are delivered as scheduled.
- Leads/participates in the design, implementation and management of core program processes.
- Participates in assigned strategic initiatives impacting the overall program, providing insight and analytical support.
- Continuously monitor industry developments and continuously update.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Provides specialized consulting, analytical and technical support.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently and regularly handles non-routine situations.
- Broader work or accountabilities may be assigned as needed.

**Qualifications**:

- Typically between 5 - 7



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