VP, Social Equality, Global Asset Management

BMO Financial Group; Toronto; On-site; CAD 76,000 - 143,000; Full time

Job summary

An established industry player is seeking a Vice President for Social Equality within their Responsible Investment team. This influential role involves leading research and engagement initiatives to promote social equality across investment strategies. The ideal candidate will have a deep understanding of social issues and a proven track record in stakeholder engagement, making impactful contributions to both investment decisions and public policy. Join a forward-thinking organization committed to driving positive change in the investment landscape and empowering communities through responsible practices.

Benefits

Health Insurance

Tuition Reimbursement

Accident Insurance

Life Insurance

Retirement Savings Plans

Performance-based Incentives

Discretionary Bonuses

Qualifications

• 10+ years of experience in Asset Management or related field.
• Expertise in social equality issues and quantitative analysis.

Responsibilities

• Conduct investment research to support stewardship and business objectives.
• Lead engagement dialogues on social equality with investee companies.

Skills

Stakeholder Engagement

Data Analysis

Verbal Communication

Written Communication

Analytical Skills

Problem Solving

Collaboration

Attention to Detail

Influence Skills

Ability to Manage Ambiguity

Education

Post-secondary degree in related field

Job description

Application Deadline:

07/26/2025

Address:

100 King Street West

Job Family Group:

Customer Solutions

BMO GAM’s Responsible Investment team oversees the firm’s ESG initiatives and supports all investment teams in integrating ESG considerations into the investment process. In addition to supporting investment processes, the team owns and executes on BMO GAM’s firm wide commitments to responsible investment, develops thought leadership on emerging ESG topics and employs a progressive approach to stewardship and active ownership activities. The team works with both internal and external stakeholders across all sales channels in both asset management and the wider wealth businesses.

The Vice President, Social Equality, Responsible Investment conducts investment research to support stewardship, portfolio and business objectives including the development of new investment, corporate engagement and thought leadership strategies. They work closely with investment teams and other internal and external stakeholders to ensure BMO GAM contributes to and advances social equality in our investments, operations and industry.

• Thematic subject matter expert leading research, stewardship, investment, reporting and stakeholder relationship activities on social equality matters including but not limited to labour rights, indigenous reconciliation, diversity, equity and inclusion, racial justice, social supply chain issues and human rights.
• Research and write industry-leading thought leadership pieces on emerging social equality themes relevant to institutional investor audiences.
• Represent BMO GAM on social-related collaborative investor initiatives by leading engagement dialogues with investee companies represented in our client portfolios, and support engagement dialogues conducted by investment teams.
• Support public policy submissions on social themes on behalf of the asset management business
• Build and maintain partnerships with external organizations working on social themes for the purpose of collaborative research, engagement or industry efforts.
• Work with portfolio managers and ESG Integration Manager to support the integration of material and salient social risks and opportunities in the investment analysis process across asset classes.
• Support sector-based ESG research and due diligence to inform investor decision making (not limited to social)
• Recommend and help coordinate transparent reporting on social impact metrics across relevant funds.
• Contribute to product development by conducting research and working with investment teams to create social equality-related investment parameters where relevant
• Coordinate and align with BMO Financial Group on public commitments related to social themes to ensure consistent and cohesive external messaging
• Represent BMO GAM in the public domain on macro social issues including at industry conferences, media interviews and public articles and blogs

Customer Service Advisory

• Provides strategic input into business decisions as a subject matter expert.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the thematic area, portfolio or investment sector
• Acts as a subject matter expert on relevant regulations and policies.
• Network with industry contacts to gain competitive insights and best practices.
• Presents results of group studies to a broad audience, both internally and externally as needed.

Relationship Management

• May generally, interact with large and complex clients, territories, issues and relationships.
• Acts as the prime subject matter expert for internal/external stakeholders.

Data Analytics

• Monitors and tracks performance and addresses any issues.
• Designs and produces regular and ad-hoc reports..

Other

• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.

Qualifications

• At least 10 years of direct or relevant experience and post-secondary degree in related field of study or an equivalent combination of education, experience and advanced understanding of the functional area and the market, preferably in Asset Management
• At least 5 years of experience working on social equality issues applied in a sustainability, investment or active ownership context
• Experience using quantitative and qualitative and data and the ability to translate complexities into concrete recommendations for investment decision-makers
• Experience with stakeholder engagement, preferably in a North American context
• In-depth and demonstrated verbal & written communication skills - Expert.
• In-depth organizational skills; strong attention to detail and risk - Expert
• In-depth collaboration & team skills, with a focus on cross-group collaboration - Expert
• Analytical and interpretive skills; capable of sourcing and identifying pertinent factors from large volumes of information
• Analytical and problem solving skills
• Influence skills
• Able to manage ambiguity

Salary :

$76,300.00 - $142,100.00

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.