Regional Director, Trust

1 month ago

Calgary, Alberta, Canada BMO Full time
Job Description

As a Regional Director, Trust, you will lead a team to provide high-quality administration, relationship management, and sales to Trust & Estate clients, delivering an exceptional client experience. You will provide leadership and technical expertise for all aspects of Trust & Estate account management and administration, ensuring compliance. You will also provide leadership, management, and strategic direction for trust professionals, ensuring alignment with BMO objectives.

Key Responsibilities:
  • Work collaboratively within the branch and the regional team as part of the client/relationship management solution.
  • Identify and make referrals to other business groups as appropriate.
  • Monitor performance results at the regional, market, and sales professional level; develop action plans to resolve gaps.
  • Oversee the provision of content and marketing materials for new business proposals, ensuring new business meets policy and procedures requirements for profitability and risk management.
  • Identify opportunities to grow existing relationships and develop new business.
  • Make presentations to clients/prospects in conjunction with others based upon their needs.
  • Provide day-to-day technical support to team members responsible for fiduciary account management.
  • Manage trust, agency, or probate accounts in the role of trustee.
  • Act as the Relationship Manager to assigned clients and effectively interact with others assigned to the client/relationship team.
  • Act as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
  • Develop an expert understanding of business/group challenges.
  • Network with industry contacts to gather competitive insights and best practices.
  • Recommend measures to improve organizational effectiveness.
  • May consult to or serve on various committees and task forces.
  • Recommend business priorities, advise on resource requirements, and develop a roadmap for strategic execution.
  • Manage resources and lead the execution of strategic initiatives to deliver on business and financial goals.
  • Conduct independent analysis and assessment to resolve strategic issues.
  • Build effective relationships with internal/external stakeholders.
  • Ensure alignment between stakeholders.
  • Act as the prime contact for internal/external stakeholder relationships, which may include regulators.
  • Break down strategic problems, and analyze data and information to provide insights and recommendations.
  • Coordinate the management of databases; ensure alignment and integration of data in adherence with data governance standards.
  • Monitor and track performance, and address any issues.
  • Design and produce regular and ad-hoc reports, and dashboards.
  • Lead change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
  • Lead the development of the communication strategy, focusing on positively influencing or changing behavior.
  • Collaborate across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behavior.
  • Lead the execution of operational programs; assess and adapt as needed to ensure quality of execution.
  • Lead/participate in the management of governance meetings and maintenance of governing body mandates, oversight, and approval guidelines.
  • May provide specialized support for other internal and external regulatory requirements.
  • Oversee the design, development, and implementation of tools and training required to deliver business results.
  • Act as the day-to-day contact for vendors; support the implementation, maintenance, and sustainment of vendor solutions.
  • Lead/oversee the management of vendor relationships and provide guidelines for execution; ensure that all agreements are met as per requirements.
  • Lead/support contract negotiations with vendors, balancing cost, risk, and performance.
  • Lead/participate in the design, implementation, and management of core business/group processes.
  • Develop and manage a business/group program.
  • Review the program for effectiveness, consider industry trends, and recommend enhancements; make changes as required.
  • Identify business needs, design/develop tools and training programs; may include delivery of training to audiences.
  • Perform sales & service support activities as required to meet client needs and maintain overall service levels.
  • Provide administrative support to team members and relationship managers, including financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection, and other related activities; ensure proper documentation and administration decisions.
  • Meet high-quality service standards to maximize relationship retention and growth.
  • Develop rapport and instill confidence with the client to develop credibility and earn their trust.
  • Follow through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
  • Protect the Bank's assets and comply with all regulatory, legal, and ethical requirements.
  • Operate at a group/enterprise-wide level and serve as a senior specialist resource across BMO.
  • Influence how teams/groups work together.
  • Apply expertise and think creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
  • Communicate abstract concepts in simple terms.
  • Foster strong internal and external networks and work with and across multiple teams to achieve business objectives.
  • Anticipate trends and respond by implementing appropriate changes.
  • Broad work or accountabilities may be assigned as needed.
Qualifications:
  • Typically 9+ years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • Professional Certifications and/or Advanced Degrees preferred: JD and TEP
  • Expert knowledge and technical proficiency related to private wealth management strategies, issues, and trends.
  • Broad and diverse background in the financial service industry and expert knowledge of the banking services for the high net worth (HNW) markets.
  • Expert knowledge of all applicable compliance and industry regulations.
  • Seasoned expert with extensive industry knowledge.
  • Technical leader viewed as a thought leader for innovation.
  • Verbal & written communication skills - Expert.
  • Analytical and problem-solving skills - Expert.
  • Influence skills - Expert.
  • Collaboration & team skills; with a focus on cross-group collaboration - Expert.
  • Able to manage ambiguity.
  • Data-driven decision making - Expert.

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