Senior Manager, Retail Investment Strategy

Overview

Our team is at the forefront of shaping BMO’s Retail Investment strategy, focused on helping customers make real financial progress by delivering simple, client‑centric, and advice‑led solutions. We lead the design, development, and implementation of strategies that drive growth across key client segments while enhancing how advice is delivered and experienced. As a Senior Manager, Retail Investment Strategy, you will provide investment expertise across the full strategy lifecycle—from business case development through to execution—delivering high‑impact initiatives aligned to overall group objectives.

• Influences and negotiates to achieve business objectives.
• Identifies emerging issues and trends to inform decision‑making.
• 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.
• Acts as a subject matter expert on relevant regulations and policies.
• Manages multiple programs/projects simultaneously and resolves conflicting priorities.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Keeps stakeholders informed of messages, recommendations, decisions, process and progress.
• Defines business requirements for analytics and reporting to ensure data insights inform business decision making.
• Collaborates across BMO to develop communications strategies and ensure consistency of messaging in order to positively influence or change behaviour.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads the execution of strategic 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.
• Participates in project/program design and provides advice and subject matter expertise to achieve required business results.
• Conducts analysis required to inform strategic recommendations and considers the “big picture” when assessing whether or not a course of action is advisable in terms of the group and enterprise goals.
• Collaborates with internal and external stakeholders to provide business context in the design, develop, and implementation of programs and solutions.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance, and addresses any issues.
• Drives cross business/group coordination and logistical support for the implementation of change.
• Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders.
• Works on initiatives with varied complexity, typically involving multiple stakeholders across BMO.
• Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders, and offers solutions to resolve issues or risks that jeopardize delivery.
• 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.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

• Typically 7+ years of relevant experience and post‑secondary degree in related field of study or an equivalent combination of education and experience.
• Seasoned professional with a combination of education, experience and industry knowledge.
• 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.

$94,600.00 – $. The above represents BMO Financial Group’s pay range and type. Salaries may vary based on location, skills, experience, education, and qualifications for the role, and may include a commission structure. Compensation may include performance‑based incentives, discretionary bonuses, and other perks and rewards. To view more details of our benefits, please visit