Director Onboarding Analytics & Revenue Enablement

Bank of Montreal (U.S.)

United States

On-site

USD 150,000 - 200,000

Full time

2 days ago

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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

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.

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