Director, Investment Product Platform

BMO U.S.; Toronto; On-site; CAD 110,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group seeks a senior leader to define and execute the strategy for investment products, managed accounts, and advisory platforms in Canada. You will drive market research, pricing, governance, and lifecycle management to optimize profitability and client outcomes.

You will work with cross-functional teams to implement strategic initiatives, manage risks, and ensure compliant execution while shaping the advisor and client experience across wealth platforms.

Qualifications

• Typically 7+ years of relevant experience and a post-secondary degree in a related field.
• Completion of investment certifications (e.g., CIM, CFA, MBA or comparable credential).
• Experience owning investment products, managed account programs, advisory platforms, investment platforms, or portfolio solutions.
• Proven ability to define product strategy, develop business cases, and execute strategic roadmaps.

Responsibilities

• Defines and implements product development, sales, and marketing strategy for investment products.
• Leads pricing and fee architecture initiatives and revenue modelling.
• Drives roadmap planning, product lifecycle management, and governance across stakeholders.
• Collaborates with internal partners to take products to market and ensure regulatory compliance.

Skills

Product strategy

Portfolio management

Financial modelling

Stakeholder management

Risk management

Pricing architecture

Wealth technology platforms

Regulatory knowledge

Excel/Power BI

Education

Bachelor's degree in a related field

Investment certifications (CIM/CFA/MBA)

Tools

Excel

Power BI

Copilot / AI tools

Job description

Application Deadline: 10/13/2026 Address: 100 King Street West Job Family Group: Customer Solutions

Defines and implements the product development, sales, and marketing strategy for an Investment product or product portfolio, with P&L (profit and loss) accountability. Conducts market research, forecasting, pricing, and competitive analysis. Innovates to develop new products and enhancements to existing ones to improve the customer experience. Collaborates with internal partners across the organization to take products to market, and manages all risks associated with products to ensure compliance, including risk reporting. Makes recommendations to senior leaders on strategy, product priorities, platform enhancements, pricing approaches, and new initiatives based on an in-depth understanding of the business, market dynamics, client needs, and competitive landscape. Defines and implements product, investment platform, and managed accounts strategy for an individual product or product portfolio. Drives business case development, roadmap planning, and product lifecycle management by identifying business needs, evaluating options, assessing return on investment, and securing project and budget approval. Oversees the development of business analytics and insights including portfolio profitability tracking, customer analytics, revenue forecasts, operational metrics, trend analysis, predictive modelling, and financial performance measurement to support strategic decision making. Conducts complex market research, competitive intelligence, pricing analysis, revenue modelling, and business analysis. Develops frameworks for evaluating business challenges, defining research approaches, and identifying opportunities to improve growth, profitability, advisor experience, and client outcomes. Leads pricing and fee architecture initiatives, including development of pricing models, relationship and household pricing frameworks, fee administration approaches, fee calculation methodologies, billing engine requirements, and assessment of advisor compensation impacts. Acts as the prime subject matter expert for internal and external stakeholders on managed products, investment platforms, advisory programs, relevant regulations, policies, governance requirements, and industry best practices. Leads large-scale change management initiatives and managed program enhancements, including readiness assessments, business impact analysis, planning, stakeholder management, delivery team coordination, execution, evaluation, and sustainment activities. Leads the development and execution of communication strategies that support change initiatives, influence behaviours, drive adoption, and ensure alignment across stakeholder groups. Collaborates across BMO to ensure consistency of messaging and successful implementation of strategic initiatives. Leads operational process design and continuous improvement initiatives focused on improving operational efficiency, standardizing and optimizing workflows, reducing manual processes, enhancing advisor and client experiences, improving service models, and addressing onboarding and processing challenges through root-cause analysis. Identifies existing and emerging risks and develops governance frameworks, policy and control structures, risk management processes, and monitoring practices to ensure products, platforms, and business practices are appropriately governed and withstand scrutiny from Risk and Compliance stakeholders. Develops and maintains directives, policies, standards, and supporting documentation for products, platforms, and advisory programs. Conducts risk/reward analyses and supports governance activities associated with strategic initiatives and product enhancements. Optimizes the financial performance, scalability, and client value of the product portfolio while continuously identifying opportunities to enhance business effectiveness and the customer experience. Works closely with internal stakeholders to develop materials, training, implementation plans, and adoption strategies for new products, platforms, and program enhancements. May support the sales team with client presentations, strategic opportunities, and development of client-specific solutions. Develops and maintains relationships with internal partners, external vendors, and industry participants to identify emerging trends, competitive insights, and opportunities for innovation. Facilitates discussions across diverse stakeholder groups, aligns priorities, obtains buy-in, negotiates competing interests, and influences decision making to advance strategic business objectives. Applies expertise, sound judgment, and creative problem-solving to address unique, complex, and often ambiguous business challenges. Take measured risks while protecting the bank by applying our Risk Management Framework in accordance with approved risk appetite, policies, procedures, standards, and regulatory requirements.

Qualifications

• Typically 7+ years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
• Completion of relevant investment certifications or designations (e.g., CIM, CFA, MBA, or comparable industry credential).
• Experience owning investment products, managed account programs, advisory platforms, investment platforms, or portfolio solutions.
• Proven ability to define product strategy, develop business cases, and execute strategic roadmaps.
• Strong understanding of managed accounts, SMA programs, investment products, advisory platforms, fee-based wealth programs, and unified wealth platforms.
• Experience leading complex business, operational, and technology transformation initiatives.
• Experience balancing advisor, client, operational, regulatory, and business requirements when designing solutions and implementing change.
• Knowledge of pricing and fee architecture, including pricing frameworks, fee administration processes, fee calculation methodologies, advisor compensation models, and revenue modelling.
• Experience with wealth technology platforms and translating business requirements into scalable platform capabilities and solutions.
• Knowledge of Canadian wealth management regulatory requirements, governance frameworks, risk management practices, and policy development.
• Strong analytical, financial modelling, problem-solving, and data-driven decision-making skills.
• Exceptional communication, stakeholder management, influencing, and relationship-building skills, with the ability to align priorities and obtain buy-in across diverse stakeholder groups.
• Demonstrated ability to manage ambiguity, exercise sound judgment, and navigate complex business challenges.
• Knowledge of Microsoft Office Suite, including Excel, PowerPoint, Power BI, Copilot, and emerging AI-enabled productivity tools.

Salary

Salary: $110,250.00 - $160,250.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

• health insurance
• tuition reimbursement
• accident and life insurance
• retirement savings plans

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en.

We are committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services to more than 12 million customers.

In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.