Regional Director, Trust Management

2 weeks ago

Calgary, Alberta, Canada BMO Full time

Job Summary

We are seeking a highly skilled and experienced Regional Director, Trust to join our team at BMO. This is a senior leadership role that requires a strong background in trust and estate administration, as well as excellent leadership and management skills.

Key Responsibilities

  • Lead a team of trust professionals to provide high-quality administration, relationship management, and sales to trust and estate clients.
  • Provide leadership and technical expertise for all aspects of trust and 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.
  • 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.
  • Develop and manage a business/group program.
  • Review the program for effectiveness, consider industry trends, and recommend enhancements.
  • Identify business needs, design/develop tools and training programs, and may include delivery of training to audiences.
  • Perform sales and 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 and 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.
  • Technical leader viewed as a thought leader for innovation.
  • Verbal and written communication skills - Expert.
  • Analytical and problem-solving skills - Expert.
  • Influence skills - Expert.
  • Collaboration and 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.

About BMO

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.

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