Director, Client Enablement Analytics

Bank of Montreal (U.S.); United States; On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Capital Markets is seeking a Director of Onboarding Analytics to lead analytics and reporting for client onboarding and enablement. You will tie onboarding milestones to revenue, deliver executive dashboards, and partner with Front Office, Legal, AML/KYC, and Technology to drive outcomes.

Your leadership will shape the analytics roadmap, mentor a small team, and advance automation and AI-driven insights to speed onboarding and improve client experience.

Qualifications

• 10+ years of data, analytics, and reporting experience within financial services.
• Completion of an applicable university degree and/or relevant professional designation is required.

Responsibilities

• Lead onboarding analytics and reporting strategy from onboarding to activation.
• Define and govern KPIs, SLAs, and onboarding-to-revenue methodology.
• Deliver executive-ready dashboards and data visualizations for senior leaders.
• Identify bottlenecks and opportunities to accelerate onboarding and revenue realization.
• Mentor analytics talent and build a high-performing team.
• Ensure adherence to privacy, compliance, and risk requirements.

Skills

data analytics

stakeholder mgmt

Power BI

Python

AI tools

Education

University degree or professional designation

Tools

Power BI

Python

Databases

Dataiku

Splunk

Job description

Application Deadline: 01/30/2027 Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

Mandate: We are looking for an individual who has built out a metrics and reporting program for a client onboarding function that enabled removing bottlenecks and unlocking revenue. The Client Enablement team is responsible for onboarding new clients and enabling them to successfully transact quickly and accurately, with high-touch service both internally and externally. The Client onboarding process encompasses Intake, Regulatory/Jurisdictional/Product Approval Compliance, Trade Reporting Compliance, Credit Line Setup, Legal Agreement (e.g. ISDA) Negotiation, Account Opening, and Electronic Setups. The group fulfills key governance requirements and plays a central role in how quickly and effectively clients are onboarded and enabled to transact with BMO Capital Markets. Reporting to the Managing Director & Head of Client Onboarding, Client Tax Governance, and Client Operations, the Director is a senior leader who will build and lead the onboarding analytics and reporting agenda for Capital Markets, bringing a proven track record of turning operational data into commercial insight in this space. The role links client onboarding and client enablement processes to revenue, connecting onboarding milestones such as KYC, legal documentation, credit, and account set-up to client activation and revenue outcomes, and delivers the insights needed to speed up and improve the end-to-end client experience. The role will also report on selected cross sell analytics. The Data and Analytics team aggregates data from across Capital Markets systems into outcome-driven visualizations and reporting that drive insights, enable day-to-day evidence-based decision making, and support targeting for increased revenue generation. This role will: Working with senior leadership, set the vision and roadmap for onboarding and client enablement analytics, defining the metrics, KPIs, and reporting that matter most to senior business and operations leaders. Provide hands-on leadership of a small team as people manager while building reports. Link onboarding and client enablement processes to revenue, quantifying the commercial impact of cycle time, bottlenecks, and backlog on client activation and revenue realization. Deliver insights that accelerate onboarding, reduce friction for clients and Front Office partners, and prioritize process, data, and technology improvements. Lead stakeholder engagement with senior leaders across Front Office, Operations, AML/KYC, Legal, and Technology, translating business questions into automated reporting and data visualizations. Provide data analytics, data governance, and data tools and technology leadership that will support Capital Markets, Client Enablement, and strategic transformation initiatives.

Key Accountabilities:

• Lead the onboarding analytics and reporting strategy, establishing an end-to-end view of the client onboarding and client enablement lifecycle from client request through account activation.
• Build and maintain an onboarding-to-revenue framework that links onboarding milestones (KYC, legal documentation, credit, and new accounts) to client activation, trading activity, and revenue.
• Define, capture, measure, and report KPIs and SLAs (e.g., cycle time, aging, backlog, throughput, and first-time-right) that support defined business objectives.
• Deliver executive-ready dashboards and data visualizations that provide actionable insights to senior business partners and governance forums.
• Use data to identify bottlenecks, root causes, and improvement opportunities, and recommend solutions that speed up and improve onboarding and the client experience.
• Partner with senior stakeholders to lead requirements gathering, with a focus on delivering desired business outcomes.
• Provide subject matter and technical leadership in data profiling and analysis that supports Client Data Strategy and enterprise initiatives.
• Champion data governance so that data is fit for purpose and meets business, usability, and data quality requirements and standards.
• Drive the maturation of operational process efficiencies using automation, AI, and technology.
• Mentor and develop analytics talent, fostering a culture of curiosity, accountability, and continuous improvement.
• Ensure adherence to BMO privacy and confidentiality requirements (legal, compliance and operational risk).

Authorities:

• Accountable for the onboarding analytics and reporting roadmap, including prioritization of reporting and insight requests.
• Accountable for defining and governing onboarding KPIs, metric definitions, and the onboarding-to-revenue methodology.
• Responsible for providing insightful data visualizations and executive reporting.
• Responsible for BAU oversight; ensuring reports are built and breaks/issues with existing reports and/or processes are addressed in a timely manner.
• Make recommendations on, and lead implementation of, process automations and improvements.

Scope & Impact:

This role has direct or indirect impact on the following:

• Client Onboarding
• AML/KYC
• New Accounts
• Legal
• Tax
• Operations
• Front Office groups
• Client Enablement and client experience
• Data Governance

Cross Functional Relationships:

• Lines of business in Capital Markets (Global Markets and I&CB) Front Office coverage and sales leadership; Business Management and Finance (revenue and client activity data)
• Capital Markets Client Static Data, Client Onboarding, KYC/AML Operations: Middle and Back Office teams
• Corporate Support: Compliance, Legal, Technology

Knowledge & Skills:

Knowledge:

• Completion of an applicable university degree and/or relevant professional designation is required.
• 10+ years of data, analytics, and reporting experience within the financial services industry, including progressive leadership responsibility (Data Visualization, Data Analysis & Profiling, Reference & Master Data).
• Proven track record of building analytics and reporting capabilities that link operational processes to revenue and business outcomes.
• Strong understanding of Capital Markets client onboarding, KYC/AML, legal documentation, credit, and account set-up processes.
• Experience leading business process automation and transformation initiatives.
• Solid understanding of data management practices (data visualization, data analysis, data profiling, matching, cleansing, mastering, and exception management).

Skills:

• Proven ability to translate complex data into clear, executive-ready insights and recommendations that drive decisions.
• Strong stakeholder management and influencing skills with senior leaders across business lines.
• Experience with analyzing and manipulating data sets using data analytics tools and technologies.
• Experience applying AI tools (e.g., Copilot) to analytics and reporting.
• Experience using a variety of reporting and analytics tools (e.g., Power BI, DAX, M, Python, Splunk, Dataiku, Databases)
• Excellent communication skills – written and verbal, including presenting to senior executives.
• Ability to maintain strong attention to detail while meeting deadlines.
• Collaborative leader who demonstrates initiative, is proactive, and client-focused.
• Strong troubleshooting, analysis and problem-solving skills.
• Proven ability to collaborate and build strong relationships with colleagues across business lines.

Working Conditions:

This role operates within an office environment with minimal exposure to discomfort or risk of ill health. Fast paced and dynamic – work to deadlines. Manage multiple tasks and work streams concurrently.

Salary:

The salary range for this role is $150,000 up to $200,000 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements) Salary: 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:

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. To find out more visit us at http://jobs.bmo.com/us/en.

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [e-mail] and let us know the nature of your request and your contact information.

Who we are:

Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.