Senior Analyst, Wealth & Analytics

Address:

100 King Street West

Job Family Group:

Data Analytics & Reporting

The Senior Analyst, Wealth Growth & Analytics is responsible for supporting BMO Wealth Management’s growth objectives through data-driven insights, performance reporting, lead generation analytics, and business intelligence solutions. This role partners closely with Wealth business leaders, sales teams, and cross-functional stakeholders to monitor key performance indicators, identify growth opportunities, and deliver actionable recommendations that drive client acquisition, client engagement, and revenue growth.

The successful candidate will manage end-to-end analytics processes supporting Wealth lead generation programs, performance measurement frameworks, sales effectiveness reporting, and strategic business initiatives. Leveraging advanced analytical techniques and data visualization tools, the Senior Analyst will transform complex data into meaningful insights that enable informed business decisions and contribute to measurable business outcomes.

This role requires strong business acumen, analytical expertise, stakeholder management skills, and the ability to communicate insights effectively to both technical and non-technical audiences.

• Develop, maintain, and enhance reporting solutions that monitor Wealth business performance across client acquisition, sales activity, referrals, lead conversion, client growth, and revenue outcomes.
• Produce recurring executive and management reporting packages, ensuring accuracy, consistency, and timely delivery.
• Track and analyze key business performance indicators and emerging trends to identify opportunities and business risks.
• Support monthly, quarterly, and annual business reviews through insightful performance commentary and recommendations.
• Develop automated dashboards and reporting solutions using Power BI and other visualization tools.

• Support end-to-end analytics for Wealth lead generation and sales enablement programs.
• Measure program effectiveness across key stages including targeting, lead generation, sales activity, conversion, and revenue outcomes.
• Identify opportunities to improve lead quality, sales effectiveness, and business results.
• Partner with business stakeholders to establish success metrics and measurement frameworks for growth initiatives.
• Evaluate program performance and provide recommendations to optimize future business strategies.

• Analyze complex client, sales, and business performance data to identify actionable insights and growth opportunities.
• Conduct ad hoc analyses to support executive decision making and strategic planning initiatives.
• Translate analytical findings into clear business recommendations and practical actions.
• Support business case development, opportunity sizing, and performance forecasting activities.
• Leverage multiple internal and external data sources to provide a holistic view of business performance and client behavior.

• Collaborate with Wealth business partners, sales leaders, marketing teams, technology teams, and data partners to understand business needs and translate requirements into analytical solutions.
• Present findings and recommendations to stakeholders at varying levels of the organization.
• Ensure reporting and analytics solutions align with business priorities and governance standards.
• Support continuous improvement initiatives through process automation, enhanced reporting, and analytical innovation.

• Develop, maintain, and automate datasets and analytical processes using SAS, SQL, and Python.
• Integrate data from multiple sources to support campaign and lead analytics.
• Perform data validation, reconciliation, and quality assurance activities.
• Support implementation of new data sources, reporting capabilities, and automation opportunities.
• Ensure compliance with data governance, privacy, and operational standards.
• Maintain documentation and support sustainable analytical processes.