Director of Wealth Strategy at BMO

Lead BMO Private Wealth's growth as the Director of Wealth Strategy. This role emphasizes recruitment, operational excellence, and enhancing compliance within high-net-worth client services.

As a Director and Assistant Market Leader, you will support branch objectives by fostering relationships and improving service quality. Your expertise in wealth management practices and operational strategies will be vital for driving revenue and client loyalty. Collaborate with advisors and branch teams to ensure a consistent, high-quality client experience.

Key Responsibilities:

• Enhance profitability and market share for assigned regions

• Recruit and develop high-performing branch teams

• Model exceptional client service standards

• Align strategies based on local market trends

• Implement and oversee operational programs and compliance

Requirements:

• Over 7 years in Wealth Management or related fields

• Proven leadership with high-performing teams

• Deep understanding of compliance and regulatory frameworks

• Strong analytical and communication skills

• Ability to manage ambiguity and drive change

Drive strategic initiatives with expertise and lead growth for BMO's Private Wealth division.
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