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Program Manager, Private Wealth Referral Program
2 months ago
We are seeking a highly skilled Program Manager to join our Private Wealth team. As a Program Manager, you will be responsible for overseeing the daily activities of our referral programs, including data tracking, reporting, and communication. You will also partner with leaders to advise on referral programs and address issues related to policy, inquiries, and escalations.
Key Responsibilities- Oversee the daily activities of our referral programs, including data tracking, reporting, and communication.
- Partner with leaders to advise on referral programs and address issues related to policy, inquiries, and escalations.
- Conduct independent analysis and assessment to resolve referrals inquiries, issues, and escalations.
- Build relationships and collaborative resources across functional and operating groups to create the highest value for all stakeholders.
- Monitor and track performance and address any issues.
- 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.
- 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, and analyze data and information to provide insights and recommendations.
- Investigate and problem-solve issues related to the internal (PW)/external (other LOB) Referral Programs.
- Work independently and handle both routine and non-routine situations.
- Exercise judgment to identify, diagnose, and solve problems within given rules.
- Present and socialize program with various stakeholders.
- Lead or provide guidance on the implementation, change plan, and sustainment of projects related to compensation, technology, compliance, involving stakeholders across multiple lines of business.
- Lead and/or represent the project in project team meetings, governance forums, and inter-department forums.
- Help 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 the expected project benefits and adoption.
- Understand project interdependencies and demonstrate critical thinking that proactively identifies project risks and establishes effective risk mitigation from the outset.
- Typically, between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Private Wealth operating deep knowledge along with technical proficiency gained through extensive business experience.
- Knowledge and experience of/in other LOBs (Commercial/Retail) HQ 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.
- Judgement skills - Working.
- Learning agility - Working.
$68, $126,000.00
Pay Type: Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's 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 also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:
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At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
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BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.