Branch Operations Manager, Private Wealth

2 weeks ago


Newmarket, Ontario, Canada BMO Full time

Job Summary

We are seeking an experienced Operational Leader to join our team as a Branch Operations Manager, Private Wealth. This role will be responsible for providing effective operational support and management of sales compliance and regulatory requirements.

Key Responsibilities:

  • Foster a culture aligned to BMO purpose, values, and strategy.
  • Ensure alignment between values and behavior that fosters diversity and inclusion.
  • Regularly connect work to BMO's purpose, set inspirational goals, define clear expected outcomes, and ensure clear accountability for follow-through.
  • Build interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
  • Attract, retain, and enable the career development of top talent.
  • Improve team performance, recognize and reward performance, coach employees, support their development, and manage poor performance.
  • Provide input to the market business development plan.
  • Support the solution and implementation of addressing client concerns and escalations, as required.
  • Perform risk assessments and monitoring to ensure there are no breaches in compliance.
  • Makes recommendations to management about risk and regulatory requirements and compliance.
  • Recommends and implements solutions based on analysis of issues and implications for the business and the client.
  • Assists in the development of strategic plans.
  • Identifies emerging issues and trends to inform decision-making.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Conducts independent analysis and assessment to resolve strategic issues.


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