Wealth Management Strategy Associate

BMO Harris Bank; Chicago (IL); On-site; USD 45,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a strategic professional in Chicago to help develop and implement solutions aligned with business strategy. You will support governance and execution of major initiatives, collaborating with internal and external stakeholders to deliver measurable outcomes.

Ideal candidates bring 3–5 years of relevant experience, a post-secondary degree, and strong analytical, communication, and influence skills to drive change within a risk-aware banking environment.

Qualifications

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Responsibilities

• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
• Monitors and tracks performance, and addresses any issues.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Supports the management of the program/project, including developing program components, promoting the program and ensuring the execution of all program components.
• Participates in the design, development, implementation, and management of core program processes.
• Provides input to the program strategy by analyzing current operations & challenges, researching best practices and understanding industry trends.
• Provides support for the investigation, analysis & documentation of program risks.
• Analyzes data and information to provide program insights and recommendations.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Organizes work information to ensure accuracy and completeness (e.g., customized exception reports, initiative tracking reports, etc.).
• Communicates and reinforces program principles, strategies, processes and standards in all operational activities.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Supports the execution of strategic initiatives; includes tracking metrics and milestones.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Supports the development of tailored messaging, which may include writing, editing and distributing communications.
• Tracks exception requests and corresponding approvals.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Skills

Verbal & written communication skills

Collaboration & teamwork

Analytical and problem solving

Influence skills

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a strategic professional in Chicago to help develop and implement solutions aligned with business strategy. You will support governance and execution of major initiatives, collaborating with internal and external stakeholders to deliver measurable outcomes.

Ideal candidates bring 3–5 years of relevant experience, a post-secondary degree, and strong analytical, communication, and influence skills to drive change within a risk-aware banking environment.