Ops & Support Leader, Private Wealth

BMO; Montreal (administrative region); On-site; CAD 74,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group is seeking a Manager Operations and Support in Wealth Sales & Service in Montreal. You will lead a team of Portfolio Assistants and Associates, ensuring compliance, orchestrating operational excellence, and aligning with regulatory requirements.

The role focuses on risk management, stakeholder collaboration, and driving process improvements to deliver strong client outcomes in Private Wealth.

Qualifications

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field or equivalent experience.
• Sales and service experience preferred.
• In-depth operational experience and leadership experience.

Responsibilities

• Lead and develop a team of Portfolio Assistants and Portfolio Associates.
• Ensure compliance with risk and regulatory requirements and monitor controls.
• Coordinate with internal/external stakeholders and drive strategic initiatives.

Skills

Leadership

Regulatory knowledge

Analytical thinking

Communication

Collaboration

Data-driven decisions

Education

Post-secondary degree

Tools

Financial software

Job description

BMO Financial Group is seeking a Manager Operations and Support in Wealth Sales & Service in Montreal. You will lead a team of Portfolio Assistants and Associates, ensuring compliance, orchestrating operational excellence, and aligning with regulatory requirements.

The role focuses on risk management, stakeholder collaboration, and driving process improvements to deliver strong client outcomes in Private Wealth.