VP, Strategy and Performance Management, Capital Markets

Bank N.A.; Toronto; On-site; CAD 140,000 - 190,000; Full time

Job summary

Bank of Montreal (BMO) is seeking a VP in Capital Markets Strategy and Performance Management in Toronto. The role partners with C-suite and senior leaders to develop and deliver bank-wide strategic priorities across the end-to-end lifecycle.

You will collaborate with the Operating Group Heads, Finance, Technology & Operations, and Corporate Functions to drive growth, portfolio reviews, and go-to-market strategies, including AI acceleration efforts.

Qualifications

• Typically, 3-7 years of relevant experience (management consulting, financial services, strategy roles).
• Post-secondary degree in related field (e.g., MBA, CFA) or equivalent combination of education and experience.
• Outstanding analytical skills with ability to frame analyses and tell a cohesive story.

Responsibilities

• Provides strategic input into business decisions as a trusted advisor.
• Conducts analysis to inform strategic recommendations and align with enterprise goals.
• Engages stakeholders across Enterprise to gather input and align on insights.
• Leads execution of strategic initiatives and ensures quality of delivery.
• Supports business performance management and KPI alignment.
• Supports change management and cross-group coordination.

Skills

Strategic thinking

Analytical skills

Stakeholder management

Education

MBA

CFA

Job description

Application Deadline:

11/25/2026

Address:

100 King Street West

Job Family Group:

Strategy & Change

VP, Capital Markets - Strategy and Performance Management

The Capital Markets Strategy and Performance Management team is part of the Office of Strategic Management (OSM) and works closely with the C-suite and with senior leaders in Investment & Corporate Banking as well as Global Markets on top strategic priorities, spanning the end-to-end lifecycle -from strategy development and solution prioritization all the way through to implementation. This is a high-impact, highly visible role at the center of Capital Markets.

The OSM brings together the development and execution of BMO's overall strategy by deeply integrating strategy and performance management within each business, enabled by strong connectivity of the team to the Operating Group Heads and their leadership teams, Finance, Technology & Operations, and Corporate Functions.

In recent years, the team's work has included: business growth initiatives, client coverage strategies, business portfolio reviews, new business entry and go-to-market strategies, transformation initiatives, and AI acceleration.

The OSM has a longstanding track record of placing team members in key roles across the organization and is recognized as a strong talent incubator for BMO. As a VP, you will have unique exposure to executives and opportunities to build cross-bank relationships through working with line-of-business and corporate function leadership on developing and delivering the bank's strategic priorities.

Core accountabilities

• Provides strategic input into business decisions as a trusted advisor.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Conducts analysis required to inform strategic recommendations and considers the 'big picture' when assessing whether a course of action is advisable in terms of the group and enterprise goals.
• Engage stakeholders across Enterprise to gather input / subject matter expertise and align on key insights and decisions to inform strategic planning / priorities.
• Leads the execution of strategic initiatives; assesses and adapts as needed to ensure quality of execution.
• Supports business performance management monitoring and action plan development, to ensure tight alignment between business KPIs (leading / lagging) and enterprise ambitions.
• Supports change management activities, ensuring cross business/group coordination and logistical support for the implementation of change.

Strategy development accountabilities - detailed

• Leverages a consultative approach to developing current state analysis (e.g., fact base, opportunity areas) and recommendations on strategic choices / trade-offs.
• Recommends business priorities, advises on resource requirements and develops roadmaps for strategic execution.
• Conducts analysis and research to provide context into the current state (e.g., industry trends, benchmarks) and inform future state priorities (e.g., financial modelling, best practices)
• Develops business cases by identifying needs, analysing potential options and assessing expected return on investment.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• May network with industry contacts to gather and identify competitive insights and best practices.

Delivery accountabilities - detailed

• Leads implementation of strategic initiatives within group and across BMO by partnering with various internal & external stakeholders as required; complexity of initiatives may vary and usually involve multiple stakeholders across the enterprise.
• Acts as a relationship manager on assigned projects / programs and ensures alignment to overall enterprise and group goals.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
• Supports strategy execution by leading transformation roadmaps / programs to ensure disciplined delivery and successful change management.
• Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions.

Executive support / other

• Supports C-Suite on other strategic priorities and ad hoc requests as necessary.
• Operates at a group / enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

Typically, 3-7 years of relevant experience (management consulting, financial services, strategy roles) and post-secondary degree in related field of study (e.g., MBA, CFA) or an equivalent combination of education and experience Outstanding analytical skills with the ability to frame key analyses and tell a cohesive story required to address cr