Provides expertise in the design, development, management and implementation of assigned projects from business case development through to execution. Works across BMO to deliver specific project/program results in alignment with overall group goals.Contributes to the client experience and leverages knowledge as a subject matter expert in wealth planning services for Ultra High Net Worth (HNW/UHNW) clients who collaboratively advises clients on their finances, loved ones and charitable & legacy wishes. Partners collaboratively with BMO Private Wealth Advisors to listen to clients and to provide clients with wealth planning advice and potential strategies encompassing any one or more of a wide array of disciplines including financial planning, estate & trust planning, business succession planning, philanthropic, executive compensation planning. Supports the growth and retention of UHNW client assets. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net Promoter Scores.Facilitates/participates in goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do.Ensures alignment between values and behavior that fosters diversity and inclusion.Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Develops an expert understanding of business/group challenges.Recommends measures to improve organizational effectiveness.May consult to or serve on various committees and task forces.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.Manages multiple programs/projects simultaneously and resolves conflicting priorities.Interacts with various BMO groups to ensure strategy and initiatives meet enterprise governance requirements.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.Provides coaching on complex strategic and business issues and facilitates processes to reach effective resolution.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.Assesses and adapts existing operational programs; develops new capabilities to ensure ongoing success.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 senior specialist resource across BMO.Influences how teams/groups work together.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.Communicates abstract concepts in simple terms.Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.Anticipates trends and responds by implementing appropriate changes.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Broad knowledge of Bank products, services, and organization.Expert knowledge of the wealth management and/or the financial industrySeasoned expert with extensive industry knowledge.Technical leader viewed as a thought leader for innovation.Verbal & written communication skills - Expert.Analytical and problem solving skills - Expert.Influence skills - Expert.Collaboration & team skills; with a focus on cross-group collaboration - Expert.Able to manage ambiguity.Data driven decision making - Expert.Compensation and Benefits:$128,000.00 - $238,000.00Pay Type:SalariedThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-RewardsWe’re here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/us/enBMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
