Strategic Initiatives Lead, Wealth Management Programs

Bank of Montreal; Chicago (IL); On-site; USD 102,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

Bank of Montreal is seeking a seasoned professional to lead complex programs within Customer Solutions. The role provides strategic input into business decisions and partners with senior leaders to shape strategy, regulations, and governance across initiatives.

Responsibilities include program leadership, stakeholder management, and delivering data-driven insights to influence major business decisions. Expect a comprehensive compensation package and opportunities to impact enterprise-wide

Qualifications

• Typically 7 years of relevant experience and a post-secondary degree in related field or equivalent combination of education and experience.
• Broad knowledge of Bank products, services, and organization.
• In-depth/expert knowledge of wealth management and/or the financial industry.
• Verbal & written communication skills – In-depth / Expert.
• Analytical and problem solving skills – In-depth / Expert.
• Influence skills – In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration – In-depth / Expert.
• Data driven decision making – In-depth / Expert.

Responsibilities

• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Acts as a subject matter expert on relevant regulations and policies.
• May network with industry contacts to gain competitive insights and best practices.
• Manages multiple programs/projects simultaneously and resolves conflicting priorities.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Keeps stakeholders informed of messages, recommendations, decisions, process and progress.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
• Develops and applies the framework for databases; oversees database management in adherence with data governance standards.
• Monitors and tracks performance, and addresses any issues.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
• Leads the execution of programs and initiatives; assesses and adapts as needed to ensure quality of execution.
• Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.
• Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Drives cross business/group coordination and logistical support for the implementation of change.
• Works on initiatives with varied complexity, typically involving multiple stakeholders across BMO.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

Skills

Verbal & written communication

Analytical and problem solving

Influence skills

Collaboration & teamwork

Data driven decision making

Ability to manage ambiguity

Education

Post-secondary degree in related field

Job description

Bank of Montreal is seeking a seasoned professional to lead complex programs within Customer Solutions. The role provides strategic input into business decisions and partners with senior leaders to shape strategy, regulations, and governance across initiatives.

Responsibilities include program leadership, stakeholder management, and delivering data-driven insights to influence major business decisions. Expect a comprehensive compensation package and opportunities to impact enterprise-wide