Senior Manager, Wealth Operations

• Provide support and service for BMO’s Investment Operations function and business stakeholders
• Execute and deliver Investment product and service processes in accordance with financial and regulatory controls and operational guidelines
• Lead teams, develop talent, coach employees, recognize performance, and manage performance issues
• Provide strategic input and recommendations to senior leaders on business strategy and initiatives
• Develop business cases, identify needs, analyze options, and assess expected return on investment
• Manage resources and lead strategic initiatives to achieve business and financial goals
• Define business requirements for analytics and reporting, and produce regular and ad-hoc reports
• Monitor and track performance and address issues
• Build and lead change management plans and activities
• Develop communication plans and tailored messaging to influence or change behavior
• Identify and implement best practices and use technology to improve process delivery
• Develop and manage business/group programs and recommend enhancements
• Analyze and resolve complex issues and escalated exceptions to senior management when required
• Oversee the design, development, and implementation of tools and training
• Lead or participate in process and system continuous-improvement initiatives
• Oversee vendor relationships and ensure agreements meet requirements
• Ensure accurate and timely processing of transactions and services in compliance with controls
• Respond accurately and knowledgeably to internal and external stakeholder questions and requests
• Follow policies, procedures, and Service Level Agreements for day-to-day operations
• Check and reconcile information and documentation for accuracy and completeness
• Analyze data and provide insights and recommendations
• Collaborate with internal and external stakeholders to deliver business objectives
• Maintain understanding of regulatory requirements and operational risks
• Support development of tools and delivery of training
• Serve as a specialist resource to senior leaders and stakeholders
• Apply expertise and creative problem solving to complex, ambiguous, and non-routine situations
• Implement changes in response to shifting trends
• Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and regulations

• Typically 7+ years of relevant experience
• Post-secondary degree in a related field of study, or an equivalent combination of education and experience
• Expert knowledge and experience using relevant systems and technology
• Expert knowledge of business-unit products, services, processes, and controls
• Expert knowledge of business risk and regulatory requirements
• In-depth prioritization skills
• Expert customer service skills
• Expert PC skills, including MS Word, Excel, and Power Point
• Ability to multitask in a fast-paced environment
• Combination of education, experience, and industry knowledge
• In-depth/expert verbal and written communication skills
• In-depth/expert analytical and problem-solving skills
• In-depth/expert influence skills
• In-depth/expert collaboration and team skills, with a focus on cross-group collaboration
• Ability to manage ambiguity
• In-depth/expert data-driven decision-making skills
• Ability to apply risk-informed judgment within approved policies, standards, procedures, laws, and regulations

Demonstrates expert knowledge in Investment Operations, business risk, and regulatory requirements while effectively leading teams and managing performance. Proficient in data analysis, strategic planning, and developing communication plans to influence stakeholders and drive business objectives.

• Investment Operations Expertise
• Business Risk Management
• Data Analysis and Reporting
• Team Leadership and Development
• Regulatory Compliance

• Data Analysis
• Business Case Development
• Process Improvement
• Financial Controls
• Regulatory Requirements
• Performance Monitoring
• Change Management
• Risk Management Framework
• Analytical Skills
• PC Skills

• Communication Skills
• Customer Service Skills
• Collaboration Skills
• Problem-Solving Skills
• Influence Skills

• Investment Products
• Operational Guidelines
• Stakeholder Engagement
• Service Level Agreements
• Continuous Improvement

• MS Word
• MS Excel
• MS Power Point