Manager, Wealth Reporting Analytics & Automation

Bank of Montreal; Toronto; On-site; CAD 68,000 - 126,000; Full time

Job summary

A leading financial institution is seeking a Manager for Wealth Reporting Analytics & Automation in Toronto. This role involves delivering analytical solutions to support business decisions, collaborating with various teams, and enhancing reporting automation. Ideal candidates will have significant experience in data analysis, stakeholder management, and a strong background in analytics tools.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Qualifications

• Typically 5-7 years of relevant experience.
• Knowledge in data preparation, analysis, and statistical tools.
• Prior banking experience preferred.

Responsibilities

• Acts as a trusted advisor to business partners.
• Leads design and implementation of analytics solutions.
• Promotes reporting automation and analytics-driven decision making.

Skills

Data preparation

Data analysis

Statistical tool sets

Stakeholder Management

Team coordination

Analytical skills

Problem solving

Communication skills

Education

Post-secondary degree in related field

Tools

SAS

SQL

Power BI

Python

AWS

Job description

Manager, Wealth Reporting Analytics & Automation page is loaded

Manager, Wealth Reporting Analytics & Automation

Apply locations Toronto, ON, CAN time type Full time posted on Posted 2 Days Ago job requisition id R250010286

Application Deadline:

06/20/2025

Address:

100 King Street West

Job Family Group:

Data Analytics & Reporting

The Manager, Wealth Reporting Analytics & Automation, will consult and deliver analytical solutions that are key to enabling high-quality, fact-based business decisions in support of Line of Business objectives. Working closely with Sales, Strategy, Finance, Business and Technology groups, it encompasses the entire spectrum of analytics, from aggregating and transforming application data to presenting insights to developing actionable analytical products. This role analyzes and synthesizes underlying goals behind business intelligence needs and develops recommendations, insights, and reports to leadership. Provides advice on the configuration, functionality, applicability, and usability of data management, data analytics, and data visualization technology solutions.

Responsibilities:

• Acts as a trusted advisor to our business partners.
• Identifies emerging issues & trends to inform decision-making.
• Recommends & implements solutions based on analysis of issues & implications for the business.
• Leads/participates in the design, implementation and management of new analytics & reporting solutions.
• Breaks down strategic problems, and analyses data and information to provide subject matter insights and recommendations.
• Defines innovative data solutions to loosely defined business problems.
• Validates and tests methodologies used in analytics and reporting to assess/address performance and compliance.
• Conducts various pre-implementation and post-implementation analyses to estimate/measure analytical business impact (e.g., revenue increase, cost reduction, corporate brand image).
• Promotes reporting automation, self-serve analytics consumption, and the culture of analytics-driven decision making.
• Monitors and tracks tool performance, user acceptance testing, and addresses any issues.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Builds reports and visualizations to effectively communicate data driven insights to users for a variety of audiences e.g. visualization solutions of data into reports, graphics, dashboards to illustrate facts, trends, and insights.
• Documents and maintain operational procedures and processes relating to analytical and reporting processes.
• Ensures alignment between stakeholders about business needs and data needs
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Knowledge and experience in data preparation, data analysis, and statistical tool sets including but not limited to SAS, SQL. Power BI, Python, AWS – Nice to have.
• Stakeholder Management and team coordination abilities.
• Prior Banking experience preferred.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Multitasking, time management and prioritization skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Salary :

$68,000.00 - $126,000.00

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. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.