Head, Wealth Journeys and Customer Optimization

Bank of Montreal; Toronto; On-site; CAD 113,000 - 212,000; Full time

Job summary

A leading financial institution in Toronto is looking for a professional to drive strategic initiatives and enhance organizational effectiveness. The ideal candidate will have over 9 years of experience in financial services and technology with strong communication and analytical skills. This role offers a competitive salary and opportunities for professional development.

Benefits

Health insurance

Tuition reimbursement

Retirement plans

Qualifications

• Typically 9+ years of relevant experience.
• Experience in financial services and technology.
• Recognized as a thought leader in innovation.

Responsibilities

• Provides expertise on strategic initiatives.
• Builds collaborative teams across functions.
• Acts as a trusted advisor to senior leaders.
• Recommends improvements to organizational effectiveness.

Skills

Verbal communication

Written communication

Analytical skills

Influence skills

Collaboration skills

Education

Post-secondary degree or equivalent

Tools

Digital channels knowledge

Workplace technology platforms

Job description

Application Deadline: 07 / 18 / 2025

Address: 100 King Street West

Job Family Group: Customer Solutions

Provides expertise in the design, development, management, and implementation of assigned strategic initiatives from business case development through to execution. Develops business goals and key performance metrics to support initiative / program monitoring and enable insights. Ensures cross-group coordination and logistical support for the implementation of change. Works across BMO to deliver specific initiative / program results in alignment with overall group goals.

• Fosters a culture aligned to BMO purpose, values, and strategy, role modeling BMO values and behaviors.
• Ensures alignment between values and behaviors that foster diversity and inclusion.
• Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures accountability.
• Builds collaborative, interdependent teams across functions to create value for stakeholders.
• Attracts, retains, and develops top talent; supports their growth and performance.
• Acts as a trusted advisor to senior leaders for decision-making and strategic initiatives.
• Develops an understanding of business challenges and networks for industry insights.
• Recommends improvements to organizational effectiveness and may serve on committees.
• Acts as a subject matter expert on relevant regulations and policies.
• Manages resources and leads strategic initiatives to meet business and financial goals.
• Develops business cases, analyzes options, and assesses ROI.
• Recommends priorities, advises on resources, and develops roadmaps for execution.
• Leads initiatives, manages stakeholder relationships, and defines business requirements for analytics.
• Leads change management programs, assesses operational programs, and develops new capabilities.
• Oversees planning and execution of operational programs within service standards.
• Builds effective relationships, ensures stakeholder alignment, and analyzes data for insights.
• Designs reports and dashboards, participates in change management, and reviews program effectiveness.
• Operates at an enterprise level, influencing team collaboration and addressing complex problems creatively.
• Communicates concepts clearly, fosters networks, and anticipates trends for strategic responses.
• Broader responsibilities may be assigned as needed.

Qualifications:

Typically 9+ years of relevant experience with a post-secondary degree or equivalent.

Experience in financial services and technology, with expertise in digital issues and leveraging technology for competitive advantage.

Knowledge of digital channels and workplace technology platforms.

Industry expertise, recognized as a thought leader in innovation.

Excellent verbal and written communication, analytical, influence, and collaboration skills.

Ability to manage ambiguity and make data-driven decisions.

Salary: 113,900.00 - 211,800.00

Pay Type: Salaried

The pay range and type are indicative; actual salaries vary based on location, skills, experience, and qualifications. Compensation may include incentives, bonuses, and benefits such as health insurance, tuition reimbursement, and retirement plans. More details are available at https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO, our purpose is to "Boldly Grow the Good" in business and life, creating positive change for customers, communities, and employees. We foster innovation, growth, and impact, supporting employees from day one with training, coaching, and development opportunities.

Learn more at https://jobs.bmo.com/ca/en.

BMO is committed to diversity and accessibility. Accommodations are available upon request for all stages of the hiring process. To request accommodation, contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes except directly from candidates. Resumes sent unsolicited will be considered BMO property. Recruitment agencies require a valid contract to submit resumes.

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