Sr Mgr, Wealth Strategic Initiatives

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This role reports to the Head of Strategic Initiatives in Wealth HQ and partners closely with the Wealth COO to deliver the organization's most critical cross-line-of-business priorities. As part of a small, high-impact team, you will lead initiatives that shape the future of Wealth Management—spanning cost optimization, growth strategies, integration, and innovation. This is a unique opportunity to work on enterprise-level challenges, influence senior decision-making, and deliver measurable outcomes with pace and precision.

• Leads the design and execution of high-impact, cross-line-of-business strategic initiatives from business case through delivery, ensuring measurable value and senior alignment
• Partners closely with the Wealth COO and senior leadership to advance enterprise priorities and resolve complex challenges
• 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 business/group.
• May network with industry contacts to gain competitive insights and best practices.
• Manages multiple programs/projects simultaneously and resolves conflicting priorities.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Keeps stakeholders informed of messages, recommendations, decisions, process and progress.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
• Develops and applies the framework for databases; oversees database management in adherence with data governance standards.
• 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.
• Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
• Leads the execution of programs and initiatives; assesses and adapts as needed to ensure quality of execution.
• Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.
• Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Drives cross business/group coordination and logistical support for the implementation of change.
• Works on initiatives with varied complexity, typically involving multiple stakeholders across BMO.
• 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.
• Experience in strategy, management consulting, or enterprise transformation roles is an asset.
• Broad knowledge of Bank products, services, and organization.
• In-depth/expert knowledge of the wealth management and/or the financial industry
• Seasoned professional with a combination of education, experience and industry knowledge.
• Able to manage ambiguity and operate in a fast-paced, high-visibility environment
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.

Salary:

Pay Type:

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: 

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at

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. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.