Wealth Ops Leader - Strategy, Risk & Change

BMO U.S.; Chicago (IL); On-site; USD 112,000 - 209,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group’s Investment Operations team provides support and service for investment product and service processes, ensuring adherence to financial and regulatory controls and guidelines.

Senior professionals collaborate across groups, lead strategic initiatives, and deliver timely, data-driven insights to stakeholders. The role emphasizes risk-aware decisions, strong governance, and continuous improvement to support business objectives.

Qualifications

• Typically 7+ years of relevant experience and post-secondary degree.
• Expert knowledge of MS Word, Excel, PowerPoint.
• Able to manage ambiguity and multi-task in a fast-paced environment.

Responsibilities

• Provides accurate and timely processing of transactions and services to respond to stakeholder requests.
• Develops and maintains effective relationships with internal and external stakeholders.
• Designs and produces regular and ad-hoc reports and documents.
• Leads change management activities and communicates plans.
• Reviews the program for effectiveness and suggests enhancements.
• Ensures compliance with regulatory controls and risk management.

Skills

Analytical thinking

Problem solving

Verbal & written communication

Collaboration & teamwork

Data driven decision making

Multi-tasking

Prioritization

Customer service

Influence

Education

Post-secondary degree

Tools

MS Word

Excel

PowerPoint

Job description

BMO Financial Group’s Investment Operations team provides support and service for investment product and service processes, ensuring adherence to financial and regulatory controls and guidelines.

Senior professionals collaborate across groups, lead strategic initiatives, and deliver timely, data-driven insights to stakeholders. The role emphasizes risk-aware decisions, strong governance, and continuous improvement to support business objectives.