Director and Assistant Market Leader, Private Wealth

20 Erb Street West Waterloo Ontario,N2L 1T2

Supports the organization’s growth objectives by enhancing profitability, market share and loyalty of the assigned Private Wealth branch / market with a focus on recruitment, operational and sales compliance, and professional development of branch staff. Works collaboratively within the branch, BMO partners and the community to build relationships and deliver the desired customer experience.
- Builds and manages a network of referral sources, both internal and external to grow BMO’s business and makes referrals as required to BMO partners.
- Supports the development and implementation of the annual business planning & goal setting framework.
- Supports the achievement of Branch / market growth, profitability, assets under management, and other business unit objectives and key measures.
- Provides day to day technical support team members and manages client escalations.
- Role-models client service expectations.
- Reinforces sales process and client experience, identifies gaps, issues and best practices through the monitoring of sales and performance targets against plans to create and sustain consistent superior service to customers/clients and prospects.
- Provides strategic input into business decisions as a trusted advisor.
- Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the local market economic trends and competitor activity.
- May network with industry contacts to gain competitive insights and best practices.
- Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Conducts independent analysis and assessment to resolve strategic issues.
- Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Monitors and tracks performance, and addresses any issues.
- Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
- Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
- Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
- Participates in audits and compliance reviews and conducts follow up and coaching as required
- Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
- Monitors to ensures Branch adherence to internal/external Compliance regulations and requirements
- Executes work to deliver timely, accurate, and efficient service.
- Develops and promotes the branch sales and service staff in alignment with the strategy and business plans.
- Monitors to ensures Branch adherence to internal/external Compliance regulations and requirements
- Provides input into the planning and implementation of operational programs.
- Executes work to deliver timely, accurate, and efficient service.
- Leads/participates in the design, implementation and management of core business/group processes.
- Develops and manages a business/group program.
- Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
- Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
- Follows 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 ensures an effectively run function.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
- Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
- Implements changes in response to shifting trends.
- Broader work or accountabilities may be assigned as needed.** Qualifications**:

- Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- In-depth supervisory/leadership experience.
- Must meet the licensing and certification requirements for the team / location / jurisdiction where the mandate is being fulfilled. And, in Canada, the completion of the Partners, Directors and Senior Officers Exam (Canadian Securities Institute) and the BMO Leveraged Life (LIP) Cour