Technology Officer Wealth Data Solutions

Position: Technology Officer for Wealth Data Solutions
Join BMO as a Technology Officer focused on Wealth Data Solutions, providing leadership in data management and Salesforce integration. Empower client experiences with innovative AI and analytics.

This key position is responsible for senior technology oversight in wealth management. You will act as the platform owner, ensuring operational excellence and compliance across AWS and Salesforce platforms. The role emphasizes the utilization of AI for generating insights and enhancing advisor productivity while managing a complex portfolio of initiatives.

Key Responsibilities:

• Establish data management standards on AWS and Salesforce

• Deliver analytical reporting platforms for wealth management

• Drive integration of data and AI solutions across systems

• Provide strategic advice to senior business and technology leaders

• Create and promote a culture of delivery excellence

Requirements:

• 10+ years in a leadership role in wealth management

• Expertise in AWS and Salesforce Financial Services Cloud

• Strong understanding of compliance and data governance

• Proven ability to manage complex technology projects

• Excellent stakeholder communication skills

Lead the transformation of wealth management data solutions at BMO through innovative technology leadership and integration.
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