Regional Director, Trust

2 months ago

Ottawa, Ontario, Canada BMO Full time
Job Summary

We are seeking a highly skilled and experienced Regional Director, Trust to join our team at BMO. As a key member of our organization, you will be responsible for leading a team of trust professionals and providing strategic direction to ensure alignment with our objectives.

Key Responsibilities
  • Lead a team of trust professionals to provide high-quality administration, relationship management, and sales to Trust & Estate clients.
  • Provide leadership and technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance.
  • Develop and implement strategies to grow existing relationships and develop new business opportunities.
  • Collaborate with internal stakeholders to ensure alignment and integration of data in adherence with data governance standards.
  • Design and produce regular and ad-hoc reports, and dashboards to monitor performance and track issues.
  • Lead change management programs to implement operational improvements and ensure quality of execution.
  • Develop and manage business/group programs to drive results and improve organizational effectiveness.
  • 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.
Requirements
  • 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 banking services for the high net worth (HNW) markets.
  • Expert knowledge of all applicable compliance and industry regulations.
  • Seasoned expert with extensive industry knowledge.
  • 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.
What We Offer

BMO offers a competitive salary range of $103,500.00 - $192,500.00, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We are 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.

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