Strategic Partnerships Manager, Mortgage Programs

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Canada is seeking a senior mortgage sales professional to develop and expand home financing referral networks. You will craft strategies, cultivate brokers and builders, and drive profitability and customer satisfaction across BMO programs.

The role emphasizes strategic partnership management, data-driven decision making, and regulatory compliance while delivering outstanding customer experiences.

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.
• In-depth knowledge of mortgage programs / products and B2B2C networks.
• Presentation skills and time management – In-depth.
• Proven business development success.
• Customer-oriented; focused on designing and delivering a great customer experience.
• Proactive and collaborative with team members to establish trust and partnerships.
• Committed to building strong internal and customer relationships.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Responsibilities

• Develops home financing sales strategies that achieve profitability objectives.
• Generates new referral relationships and develops new opportunities to grow business results.
• Models effective sales practices and behaviors to build and improve sales capability and enhance sales performance.
• Supports the regional sales programs / products delivery to maximize client opportunities and increase referral volume and deal flow.
• Ensures the delivery of the desired customer experience meets established guidelines.
• Acts as a trusted advisor to assigned referral sources/ groups.
• Influences and negotiates to achieve business objectives.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• Trains and coaches internal and external partners on program / product operational guidelines and regulatory requirements.
• Helps determine business priorities and best sequence for execution of business / group strategy.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Breaks down program performance metrics, and analyses data and information to provide insights and recommendations.
• Provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Provides input into the planning and implementation of operational programs.
• Identifies where performance improvement is required and works to improve or offboard partnerships.
• Collects documentation for the onboarding and approval of new partnerships.
• Negotiates pricing, underwriting and efficient presentation of applications with brokers, builders and program partners.
• Identifies and escalates any broker / partner behaviour that poses fraud, AML, reputation or other risks.
• Executes work to deliver timely, accurate, and efficient service.
• Builds effective relationships with internal / external stakeholders to deliver the desired customer experience.
• Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
• Monitors and tracks referrals performance, and addresses any issues.
• Ensures alignment between stakeholders.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Conducts independent analysis and assessment to resolve strategic issues.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• 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.
• 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.

Skills

Mortgage products

Presentation skills

Business development

Customer focus

Proactive

Collaborative

Relationship building

Industry knowledge

Communication skills

Teamwork

Analytical thinking

Influence

Data driven

Education

Post-secondary degree

Job description

BMO Financial Group in Canada is seeking a senior mortgage sales professional to develop and expand home financing referral networks. You will craft strategies, cultivate brokers and builders, and drive profitability and customer satisfaction across BMO programs.

The role emphasizes strategic partnership management, data-driven decision making, and regulatory compliance while delivering outstanding customer experiences.