Senior Manager, Canadian Equity Settlements

Application Information

Application Deadline: 12/04/2026 Address: 100 King Street West Job Family Group: Customer Shared Services Mandate

Responsible for the management and oversight of daily settlements within CDS/DTC/Foreign Apply AI tools to identify patterns and automation opportunities Lead modernization initiatives and identify improvements with the use of AI Align Controls with both internal audit/external audit and ensure compliance Accountable for functions that require specialized handling and skills, act as the key point of contact for daily production issues/escalation Act as a key control over the daily reports and the allocation of breaks to the various teams for follow up and resolution Interacting daily with various teams in CAD/US and Offshore locations Providing monthly metrics reporting to senior management of number of fails/OKRs/Breaks Developing team members with the skillset needed to settle trades including the use of AI Ensuring Teams are properly resourced including vacation coverage/sick day coverage Consistently reviewing process/procedures and identifying automation opportunities Key Areas of Responsibility

Product & Process Risk & Control Business Performance Management Management Product & Process Manage and resolve day to day issues specific to reconciliations including the resolution of complex internal business partner and/or external customer issues. Escalate more complex issues to senior management if necessary. Act in an advisory capacity, as a subject matter expert (SME) to senior management on the implications of Reconciliations and platform changes that will impact daily recons. Provide guidance and support to related business unit regarding procedures for reconciliations Continuously assess and improve the operational effectiveness of the reconciliation process Handle and resolve complex matters, core business critical issues, disputes, queries and complaints from internal business partners and external customers. Ensuring we have clear and documented procedures and processes with control check lists which are saved and used for training and audit purposes. Risk & Control Maintain key controls and review process, where applicable, to ensure operating integrity, comply with internal and external regulators, involving an understanding of regulatory and compliance requirements as prescribed for the business unit; provide recommendations and implement corrective actions to ensure adherence as required. Identify potential risk situations within the scope of work (e.g. risk assessments), make recommendations and/or elevate to senior management, where appropriate, and ensure contingency plans exist. Develop and maintain standards, process and controls in reconciliations to minimize loss/risk, ensure all regulatory requirements are met, and safeguard the assets of the Bank. Understand risks inherent in area(s) of expertise and take appropriate actions, including accuracy and safeguarding of all documentation and any other requirements to ensure operational integrity is maintained within the business Business Performance Management Deliver exceptional customer service that builds trust through responsive, accurate, consistent, knowledgeable and available services and support. Align individual performance goals to team and organizational goals. Demonstrates behaviors that align with the BMO Way and BMO core values. Identify and recommend business process improvement efforts Actively participates in industry‑wide and firm‑wide initiatives to support organizational objectives. Stay abreast of industry change and implement best practices into team. Management Leads and manages a team of 20 by setting context and direction aligned to organizational goals, defining accountabilities, identifying learning and training requirements for team. Creates a learning environment aimed at continuously developing staff skills by identifying learning needs, providing regular feedback and motivating staff to achieve development goals. Manages staff performance including identifying and managing staff with high performance and those with performance issue and effectively acting when appropriate. Engages in personal development to enhance skills and knowledge that will keep pace with changing business needs and allow technical and product knowledge to be kept current. Attracts top talent into BMO. Knowledge and Skills

Knowledge

University degree More than 15 years of related experience Experience utilizing AI to streamline processes Strong knowledge of the reconciliation process Solid knowledge and understanding of all traded products-capital market Solid knowledge of standard desktop applications used by the business unit (i.e. Microsoft Office; Internet Explorer, Copilot) Solid knowledge and understanding of business unit’s key products and services, proves and controls Solid understanding of business unit’s risk and regulatory requirements Expert knowledg