Manager, Wealth Reporting Analytics & Automation

BMO U.S.; Toronto; On-site; CAD 70,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a Wealth Analytics & Reporting professional to design and deliver analytical solutions, including automation and data visualization, in close collaboration with business stakeholders. You will own deliverables and guide data management, analytics tooling, and self-serve analytics adoption to drive value.

You will act as a trusted advisor across Wealth Analytics, leading design, implementation and ongoing management of analytics solutions with strong communication

Qualifications

• 7+ years of analytical experience (preferably in banking/FinTech).
• Advanced SQL and SAS proficiency (SAS Macros, Proc SQL).
• Strong data visualization skills using Power BI and Fabric.
• Experience with AWS, PySpark and Python.

Responsibilities

• Develops analytical and reporting solutions in consultation with stakeholders.
• Owns deliverables and guides data management, analytics, and visualization implementations.
• Promotes automation, self-serve analytics and data-driven decision making.
• Designs dashboards and reports to communicate insights to diverse audiences.

Skills

SQL

SAS

Power BI

Fabric

Python

PySpark

AWS

Power Query

Power Automate

Data storytelling

Data visualization

Stakeholder management

Communication

Education

Bachelor's degree or higher in a related field

Tools

SQL

SAS

Power BI

Fabric

AWS

PySpark

Python

Power Query

Power Automate

Job description

Job Details

Application Deadline: 10/30/2026 Address: 100 King Street West Job Family Group: Data Analytics & Reporting

Job Description

The Wealth Reporting Analytics and Automation understands and articulates the business case of business questions and the estimated value being delivered. Develops analytical and reporting solutions in close consultation with business stakeholders and functional partners, that are related to Wealth Analytics, reporting insights, automation as well as supporting broader data analytics responsibilities of the team. They will have strong ownership over all deliverables and guide on the configuration, applicability, and usability of data management, data analytics, and data visualization solutions to support these deliverables. This role will support Wealth Analytics, reporting, automation and generally support advanced analytics and data management. Acts as a trusted advisor to assigned business groups. Manages complex or challenging stakeholders through strong influencing and persuasive communication skills, ensuring alignment between business objectives and data needs. Provides value through insights, reporting and data visualization techniques. Selects, configures and implements analytics solutions for consistency and repeatability Leads or participates in the design, implementation, and ongoing management of new analytics and reporting solutions. Breaks down strategic issues and analyzes data to provide subject-matter insights and actionable recommendations. Cleanses, manipulates, and transforms data through programming or scripting to support model development and validation. Promotes automation/optimization, self-serve analytics adoption, and a culture of data-driven decision making. Monitors tool performance, manages UAT activities, and resolves technical or functional issues. Integrates data from multiple sources to streamline processes, enhance analysis, and improve reporting efficiency. Designs and produces recurring and ad-hoc reports and dashboards. Builds data visualizations and reporting solutions to communicate insights effectively to diverse audiences. Develops tools and delivers training programs to enable non-analytical users to adopt reporting and self-serve analytics tools. Documents data flow, systems and processes to improve the design, implementation and management of business/group processes. Supports business groups within BMO and, when required, provides insights with broader enterprise scope. Provides specialized consulting, analytical, and technical expertise. Exercises sound judgment to identify, diagnose, and resolve problems within established guidelines. Demonstrates strong ownership and accountability; works independently or collaboratively while handling non-routine situations. Performs additional responsibilities as assigned. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications

• 7+ years of relevant analytical experience (preferably within banking or FinTech), supported by a post-secondary degree in a related discipline or an equivalent combination of education and experience.


• Advanced level of proficiency in SQL and SAS (SAS Macros, Proc SQL etc.).


• Strong expertise in data visualization tools such as Microsoft Power BI and Fabric, data storytelling and illustration.


• Knowledge and expertise in AWS, PySpark and Python.


• Good to have experience in AWS migration.


• Good to have Power Query and Power Automate knowledge


• In-depth experience with requirements gathering, data preparation, ETL development, insights design, data analysis, optimization, and automation.


• Advanced analytical, problem-solving, and data-driven decision-making capabilities.


• Demonstrated deep technical knowledge and proficiency gained through extensive business experience.


• Strong, demonstrated stakeholder management capabilities.


• Strong influencing and negotiation skills.


• Excellent verbal and written communication skills.


• Strong collaboration and teamwork abilities.

Salary

Salary: $70,000.00 - $150,000.00 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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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. BMO is 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. 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. As the 8th largest bank in North America by assets, we provide 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.