Senior Portfolio Management Architect for Wealth Tech

BMO U.S.; Toronto; On-site; CAD 120,000 - 215,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group, Toronto, seeks a Director & Business Architect for Investment Management to lead portfolio-management capabilities and future-state design within Wealth Technology Transformation. Define scope, operating models and processes while guiding cross-functional teams through complex transformations.

You will influence senior leaders, translate business needs into technical requirements, and ensure governance, risk and regulatory considerations are embedded in the design and

Qualifications

• University degree in Business, Finance, Economics, Commerce or a related discipline.
• MBA, CFA Charterholder or CIM designation considered an asset.
• Minimum 10 years of progressive experience in private wealth, investment or portfolio management, business architecture, product management, consulting or business transformation.
• Experience leading large-scale transformation or platform-modernization initiatives in a regulated, risk-sensitive environment.
• Working knowledge of wealth-management operations; familiarity with SMA/UMA programs and advisor-as-portfolio-manager models.
• Experience working with technology delivery teams; familiarity with agile methods, tools and terminology is preferred.

Responsibilities

• Define the scope, vision and future-state architecture for the Portfolio Management workstream, including business capabilities, operating models, processes and experiences.
• Develop and maintain the business architecture roadmap, aligning objectives with program priorities.
• Translate target-state architecture into prioritized business requirements and implementation plans.
• Lead workshops and validation exercises with senior stakeholders.
• Coordinate across Investment Management, Technology, Operations, Compliance, Product and Client Experience to deliver end-to-end solutions.
• Embed regulatory, risk, governance and operational-resilience requirements in design.

Skills

Strategic thinking

Stakeholder management

Leadership

Communication

Presentation skills

Agile familiarity

Education

Bachelor-level degree in Business/Finance/Economics/Commerce

MBA

CFA Charterholder

CIM designation

Tools

Agile methods/tools

Job description

BMO Financial Group, Toronto, seeks a Director & Business Architect for Investment Management to lead portfolio-management capabilities and future-state design within Wealth Technology Transformation. Define scope, operating models and processes while guiding cross-functional teams through complex transformations.

You will influence senior leaders, translate business needs into technical requirements, and ensure governance, risk and regulatory considerations are embedded in the design and