Director and Business Architect, Investment Management

Location: Toronto

Final date to receive applications:10/28/2026

Address:100 King Street West Job Family Group:

Technology The Director & Business Architect, Investment Management provides strategic business leadership for the Portfolio Management workstream within BMO’s Wealth Technology Transformation Program. The role defines and advances the future-state capabilities, target operating model, processes and technology requirements supporting BMO Wealth’s full-service brokerage, self-directed brokerage and private investment counsel businesses. Key Accountabilities Strategic Business Architecture & Future-State Design Define the scope, vision and future-state architecture for the Portfolio Management workstream, including business capabilities, operating models, processes and experiences.

Develop and maintain the business architecture roadmap, aligning strategic objectives with program priorities and delivery. Business Transformation & Delivery Translate the target-state architecture into prioritized business requirements and implementation plans across the Portfolio Management workstream. Challenge existing approaches, introduce industry-leading practices and drive timely decisions across stakeholder groups. Balance transformation priorities with operational and delivery commitments. Portfolio Management Subject-Matter Leadership Act as the senior business authority for portfolio-management capabilities, processes and operating models.

Apply industry, competitive and investment-management expertise to evaluate proposed capabilities and guide business decisions. Ensure future-state solutions reflect portfolio-construction practices, managed-account trends and advisor and client needs. Cross-Pod Integration & Stakeholder Leadership Partner with leaders across the Program and the broader organization to manage dependencies and deliver integrated end-to-end solutions. Coordinate across Investment Management, Technology, Operations, Compliance, Product, Client Experience and other stakeholder groups.

Influence senior stakeholders, build consensus and resolve competing priorities. Lead workshops, design sessions and “Day in the Life” validation exercises. Translate complex information into clear recommendations and executive-level decision materials. Governance, Risk & Regulatory Oversight Embed regulatory, compliance, risk, governance, audit and operational-resilience requirements in future-state design. Support the design of controls across Portfolio Management, Performance Measurement, Fees, IPS and Risk Assessment processes.

Identify business risks and recommend mitigation strategies throughout design and implementation. Qualifications Education University degree in Business, Finance, Economics, Commerce or a related discipline. MBA, CFA Charter holder or CIM designation considered an asset. Experience Minimum 10 years of progressive experience in private wealth, investment or portfolio management, business architecture, product management, consulting or business transformation. Firsthand experience leading a team or function responsible for end-to-end investment solutions for HNW/UHNW clients.

Experience leading large-scale transformation or platform-modernization initiatives in a regulated, risk-sensitive environment. Working knowledge of wealth-management operations, including SMA/UMA centralized trading and Advisor-as-Portfolio-Manager programs. Experience working with technology delivery teams; familiarity with agile methods, tools and terminology is preferred. Knowledge & Leadership Capabilities Deep understanding of Canadian private wealth, portfolio-management operating models, fees, performance reporting, IPS frameworks and risk-assessment methodologies.

Strong business architecture,…