Wealth Ops Leader: Strategy, Change & Execution

BMO U.S.; Newport Beach (CA); On-site; USD 112,000 - 209,000; Full time

Job summary

BMO Financial Group is seeking a senior professional to provide support for the Investment Operations function, delivering on product and service processes while ensuring regulatory controls. You will influence strategy, lead cross-functional teams, and act as a subject matter expert on regulations.

The role requires deep analytical and communication skills, strong collaboration, and the ability to drive initiatives across the organization.

Qualifications

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Knowledge and experience using relevant systems and technology – Expert.
• Knowledge and understanding of the business unit’s key products and services, processes and controls – Expert.
• Knowledge of the risk and regulatory requirements of the business – Expert.
• Prioritization skills – In-depth.
• Customer service skills – Expert.
• PC skills (MS Word, Excel, PowerPoint) – Expert.
• Ability to multi-task in a fast-paced environment.
• Seasoned professional with a combination of education, experience and industry knowledge.
• 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.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.

Responsibilities

• Provides support and service for the Investment Operations function of BMO’s business stakeholders and customers.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• 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.
• Develops the business case by identifying needs, analysing potential options, and assessing expected return on investment.
• Defines business requirements for analytics and reporting to ensure data insights inform business decision making.

Skills

Stakeholder management

Leadership

Regulatory knowledge

Analytical thinking

Verbal & written communication

Collaboration & teamwork

Data-driven decision making

Education

Post-secondary degree

Tools

MS Word

MS Excel

PowerPoint

Job description

BMO Financial Group is seeking a senior professional to provide support for the Investment Operations function, delivering on product and service processes while ensuring regulatory controls. You will influence strategy, lead cross-functional teams, and act as a subject matter expert on regulations.

The role requires deep analytical and communication skills, strong collaboration, and the ability to drive initiatives across the organization.