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Senior Manager, Retail Investment Strategy

2 months ago

Toronto, Ontario, Canada BMO Full time
About the Role

We are seeking a highly skilled and experienced Senior Manager, Retail Investment Strategy to join our team at BMO. As a key member of our organization, you will be responsible for defining and implementing the Retail Investment Strategy, with profit and loss accountability.

Key Responsibilities
  • Develop and Implement Investment Strategy: Conduct market research, business case development, forecasting, pricing, and competitive analysis to drive business growth and profitability.
  • Lead Cross-Functional Teams: Collaborate with internal partners across the organization to execute on strategy and take products to market.
  • Risk Management: Identify and manage risks associated with products to ensure compliance, including risk reporting.
  • Culture and Values: Foster a culture aligned to BMO's purpose, values, and strategy, and role model BMO values and behaviors in all interactions.
  • Team Development: Attract, retain, and enable the career development of top talent, and improve team performance through coaching, recognition, and rewards.
  • Business Acumen: Develop and maintain a deep understanding of the business, including market trends, customer needs, and competitor activity.
  • Communication: Develop and maintain effective communication strategies to positively influence or change behavior, and collaborate with internal stakeholders to ensure consistency of messaging.
  • Product Development: Define and implement product strategy for individual products or product portfolios, and drive the business case and strategic roadmap for products and services.
  • Financial Management: Optimize the financial performance and customer value of the product portfolio, and manage resources to deliver on business and financial goals.
Requirements
  • Experience: Typically 7+ years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • Investment Performance: Established track record of providing strong investment performance and effective risk management.
  • Certifications: Completion of relevant investment certifications is an asset.
  • Business Acumen: Advanced understanding of functional area and a competent understanding of the overall firm and competitive environment.
  • Communication: Verbal and written communication skills - in-depth/expert.
  • Analytical Skills: Analytical and problem-solving skills - in-depth/expert.
  • Influence: Influence skills - in-depth/expert.
  • Collaboration: Collaboration and team skills, with a focus on cross-group collaboration - in-depth/expert.
  • Ambiguity: Able to manage ambiguity.
  • Data-Driven Decision Making: Data-driven decision making - in-depth/expert.