Strategic Client Operations Lead (Remote)

BMO

United States

Remote

USD 66,000 - 123,000

Full time

14 days+

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Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Manager, Client Operations to lead and oversee client operations, onboarding, invoicing, and reporting for institutional clients. The role partners with ISS, Investment, Compliance, Trading, and State Street teams to ensure timely, accurate, and compliant service delivery.

The position emphasizes risk management, process improvements, and successful transformation initiatives across the operation.

Qualifications

Experience leading client operations teams.
Knowledge of onboarding, invoicing, and reporting.
Ability to manage risk and controls.

Responsibilities

Oversee daily operational processes across Client Operations.
Oversee outsourced service providers ensuring SLA compliance and timely escalation.
Monitor State Street processes including MYSS reporting.
Oversee client trade processing, invoicing, reporting, onboarding and transitions.
Act as operational contact for internal and external stakeholders ensuring timely issue resolution.
Coordinate with ISS team for reporting and client-driven requirements.
Identify operational risks and inefficiencies; implement control and automation enhancements.
Ensure compliance with regulatory obligations and audit expectations.
Lead operational initiatives, process enhancements and new client onboarding.