Job Summary:

We are seeking a hands-on, strategic product leader, who can lead and execute a vision for our scalable, configurable, Investment Data Management Cloud platform. This role will primarily focus on the data platform required for all of Clearwater’s products, while also contributing to our global data management strategy. You will also play a critical role in scaling our platform across asset classes and industries, creating a highly configurable data platform that powers all our analytical and AI products.

This is an exceptional opportunity for a seasoned professional with experience building data pipelines and analytical financial technology software.  In close collaboration with Sales, Engineering, Operations and Services teams you will strategically implement the high-level road map for our foundational data layer and enable the development of multiple product lines.

You will report to the Chief Product Officer and will be responsible for defining market problems, developing a short- and long-term product strategy, mentor product managers and convert strategy into product deliverables and releases. 

Responsibilities:

Leadership:

• Develop a comprehensive security, pricing and client master data management strategy and long-term roadmap with short term prioritization.
• Lead a team of product managers and guide their product roadmaps to align with strategy.
• Drive roadmap execution by partnering with Engineering leaders and ensure high quality releases.
• Showcase internal and external thought leadership in all things related to investment data management at technical and functional forums.
• Develop, and manage to success metrics and present outcomes, insights, and continuous improvement plans to executive leadership team.

Business Growth:

• Evaluate data sources dependencies, data rights management, ingestion patterns and data persistence to optimize for current and future client needs.
• Assess Clearwater data strategy fit by market, segments and use cases, and build comprehensive roadmap to address capability gaps that drive revenue growth.
• Continuously evaluate current platform and build a vision for a highly scalable, automated, and resilient data platform

Client Success:

• Support clients go-lives, manage client escalations and ensure SLAs.
• Lead client design partner discussions on data management challenges and respond with solutions and roadmap items.

Product Innovation:

• Work with technology and executive leadership to create multiyear, annual, and quarterly roadmaps and oversee their execution.
• Manage the product lifecycle, ensuring that products are delivered to the required quality standards.
• Partner with functional product leaders, market principals and at various levels across the organization, establish and maintain outstanding communication, and build/maintain collaborative relationships at all levels.
• Ability to build coherent narrative, explain technical and product priorities and convince leaders of your vision and strategy are critical to long term success of this role.
• Stay abreast of competitive, data technologies, and market dynamics and apply insights to the company’s product strategy and execution.

What we look for:

• 15+ years of experience in data management platforms in enterprise software with a minimum of 5 years in a product management leadership role leading PM team of 5 and above.
• At least 5 years of experience across more than one of these areas is required: master data management (especially finance domain), ETL/ELT, data integration, data warehousing, lake houses, and streaming data.
• Demonstrated ability to build a scalable, configurable enterprise data platform on the cloud, deployed across industries and geographies, migration to a componentized architecture, and capable of handling large amounts of data with low latency.
• Proven ability to manage complex data pipelines and integration with high volumes, variety, velocity and veracity.
• Excellent written and oral communication and presentation skills and write product strategy papers and create narrative decks.
• Commitment towards superior internal and external customer experience.
• Strong team leadership, decision-making, and organizational skills, with a desire to build exceptional products and deliver successful business outcomes.
• Bachelor's degree in computer science, math, or other relevant technical discipline.

Highly Preferred Experiences:

• Experience in the financial industry particularly in investment data such as IBORs along with security and pricing master.
• Expertise in typical financial data sources like custodial, market, pricing and client provided custom data.
• Experience working in the Insurance and Asset Management industry.
• Knowledge and experience with end-to-end application and systems development 

What we offer:

• Business casual atmosphere
• Team focused culture that promotes innovation and ownership 
• Access cutting edge investment reporting technology and expertise 
• RSUs as well as employee stock purchase plan (discounted shares)  
• Private medical and dental insurance
• Various social and volunteering opportunities, including volunteer time off to give back to the community 
• Defined and undefined career pathways allowing you to grow your own way 
• Work from anywhere 3 weeks out of the year 
• An opportunity to revolutionize the investment industry

Compensation Range: $220,000/YR-$260,000/YR + Bonus. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, Benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class

Address:

Job Family Group:

Provides vision and leadership for developing and implementing innovative and cost-effective information technology strategies, investment plans & operational environments to optimize BMOs technology investment, improve cost effectiveness, service quality, and support aggressive growth.

Reporting into the CIO Wealth Management, this role is responsible for the total business partner relationship, ensuring the development of a direct partnership with the senior executives of US Wealth Management as well as other business leaders. Covers all aspects from Strategic Planning to delivery and application support services. This role also needs to act as the US CIO for Wealth Management, fulfilling all reporting and regulatory requirements in this capacity. Develops and implements new/enhanced, and maintains existing, applications, architecture and solutions that meet current and future business/customer needs, with a drive to rationalization and modernized technology, which will streamline operations, drive out cost, improve customer experience and reduce regulatory, compliance, risk issues and operational defects. Partners with leaders to understand gaps, balance priorities, influence change, remove barriers and strengthen our technology. Client experience and growth continue to be at the core of the Wealth business transformation and strategy. In order to enable the business’ success, resiliency, digitization and simplification are key. To deliver on these goals, strong leadership will be required in the U.S. Wealth Technology portfolio.

Accountabilities:

• Leads a growing team of U.S. Wealth Technology professionals of roughly 150 people (44 FTE, others Contingent)

• Portfolio management of roughly 45 applications and 10MM of year over year work.

• Manages development teams that are accountable for on-time, on-budget delivery of quality solutions which includes analysis, design, development, implementation, and support of applications to ensure and/or maintain alignment with IT strategies and adhering to standards.

• Strong focus on digitization of business processes to support BMO’s Digital First agenda

• This role is accountable for the business partner relationship with the senior executives within BMO U.S. Wealth

• Responsible for the overall technology planning and IT development spend, and ensuring achievement of business and T&O KPIs

• Develops a business focused technology strategy/roadmap and set 3–5-year priorities/ milestones, that weaves the company’s digital agenda into the existing framework.

• Drives modernization and rationalization of systems/platforms to meet business/function needs.

• Acts as the single point of contact for the business/function leadership, facilitating constant dialogue with technology and business peers, to ensure an understanding of business requirements integrating across initiatives and identifying synergies

• Works effectively and successfully with third party providers to ensure that projects are executed as agreed; evaluates contracts and relationships to determine the right balance of insourcing vs. outsourcing; renegotiates contracts where necessary

• Drives technology and required infrastructure capabilities for initiatives related to the supported business/function and work with internal and external partners to achieve this.

• Promotes and supports the Bank’s risk culture ensuring employees understand their accountabilities for risk-taking activities, promoting an environment of open communication and effective challenge, and through leading by example

• Develops and maintains a flexible yet disciplined governance structure that optimizes IT priorities, delivery speed and related spend.

• Assesses and communicates risks associated with IT investments

• Optimizes cross-business opportunities ensuring a consistent and integrated employee experience

• Maintains a network of strategic relationships to identify current and emerging technologies/business solutions/vendors/ partners/investment opportunities

• Acts as a key participant in enterprise steering committees for all required programs and projects across the portfolio.

• Personally, role models customer focus and excellence in service.

• Adheres and supports enterprise customer experience and brand standards

• Drives the development and implementation of innovative technology strategies and solutions across the enterprise that optimize the customer experience

• Instills pride and followership with Being BMO

• Ensures alignment between values and behaviour that fosters diversity, inclusion and effective challenge

• Develops leaders, plans for succession, and enables high performance with winning culture.

Qualifications:

• Post-secondary degree/diploma in Computer Science or equivalent work experiences. Master’s degree in Computer Science or MBA with technology as a core component preferred.

• Good understanding of investment business and wealth technologies and business.

• In depth expertise in IT development and implementation, acquired through 15+ years of IT managerial experience supporting financial services

• Possesses 15+ years’ experience managing and/or directing an IT operation

• Advanced understanding of Application Development process and methodologies and the latest innovations

• Advanced knowledge of business theory, business processes, management, budgeting and business office operations

• Advanced understanding of the organization’s goals and objectives and technical knowledge of current network and operating systems, hardware, protocols and standards

• Proven track record in achieving or exceeding objectives

• Proven track record of timely, cost-effective and industry-leading delivery

• Broad/diverse business knowledge of a range of functions, products and/or systems, or expert knowledge of specialized functions, products and/or systems

• Exceptional relationship management, coaching and communication skills

• Ability to translate broad, strategic intent into tactical and operational plans

• Highly developed strategic planning, including business requirements, project planning, and organizing & negotiating the allocation of resources to deliver on unit priorities

• Proven ability to work within a changing environment and lead the implementation of change

• Proven leadership capabilities – communication, influence & negotiations, conflict resolution, people management, relationship management (internal & external) and multi-tasking

• Advanced level of business acumen, accountability and financial proficiency

• Proven ability to partner with clients to identify business challenges and effective strategies/alternatives to mitigate them.

• Cloud, Dev ops, RPA and other transformational deliveries.

• Strong background and a focus on continuous improvement.  

Please note the target base salary range for this specific position is a range from $216,000USD to $240,000 USD

Compensation and Benefits:

Pay Type:

The 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-Rewards

We’re here to help

At 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 http://jobs.bmo.com/us/en

BMO 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.

Address:

Role is located in Montreal

Please note - strong derivatives experience is an asset for this role

Role Mandate:

The Director, Regional Sales ETFs is responsible for selling and servicing BMO ETFs and ETF-based mutual funds in an assigned geographic region, assisting BMO GAM in meeting annual plan sales and revenue targets.

The role is responsible for developing sales of BMO ETFs and related ETF based products through direct sales activity and through multi-channel partnerships in the assigned region.  A core component of the position is creating effective partnerships with the assigned BMO Global Asset Management Regional Sales Managers (RSMs).  The ETF Specialist role provides the RSMs with sales support, promotional assistance and education on BMO ETFs and other BMO ETF related products.

Key Dimensions

Sales and Service Relationship Management Planning

Accountabilities:

Sales and Service

• Drive sales of BMO ETFs in conjunction with a cohort of RSM’s to meet and exceed annual plan targets
• Foster a sales culture of goal achievement and superior customer satisfaction;
• Coordinate BMO ETF sales activities within the assigned region
• Provide ongoing sales support and product specific training to the assigned region’s RSM team
• Partner with each of the region’s RSM’s to assist them in their individual BMO ETF sales efforts
• Assist each of the Regional RSMs in achieving their sales targets
• Champion all opportunities to enhance local financial advisors’ BMO ETF product knowledge; represent and promote BMO ETFs and ETF-based products at conferences and forums.
• This role further collaborates with the BMO’s multi-channel sales partners (Retail and Discount channels) to act as the subject matter expert with regard to BMO ETF products.

Relationship Management

• Create and manage advisor relationships within the assigned region to ensure optimum representation of BMO ETF solution set and products.
• Develop a database of qualified financial intermediaries within the region who have the potential to sell BMO ETF products.
• Develop and maintain strong relationships with third party referral sources (i.e. brokers/dealers) to maximize BMO ETF market presence and increase our market share.
• Provide subject matter expertise to the senior sales management team on market conditions and trends to maintain a high level of environmental awareness.
• Ensure a thorough understanding of competitor activities to identify potential opportunities and threats.

Planning & Strategy

• Implement the national sales plan within the geographic sales region including preparation and implementation of an annual territory business plan including promotional budget, to meet annual growth and retention targets.
• Provide strategic direction and business planning for BMO ETF products within the region.
• Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives.
• Communicate regularly with sales management on regional sales strategies, priorities, sales targets, performance standards, marketing plans and accomplishments.

Authorities

• The role has authority to access and utilize all ETF product and Financial information (where applicable)

Cross-functional Relationships:

• Sales & Service – The role has authority to request and apply product knowledge information from other functional areas of BMO Global Asset Management as required in order to serve customers
• Coordinating – This role works with other areas of BMO Financial Group as needed to help generate ETF and other sales, and liaises with external network groups to understand the competitive landscape and other company product offerings, and to improve product offerings

Scope and Impact:

This role has direct impact on the achievement of key LOB objectives.  Key numerical measures are as follows:

• Annual Sales Plan: ETF Products
• Annual Sales Plan: Funds of ETFs.
• Individual and team growth in knowledge of ETF solutions and products

Knowledge:

• Undergraduate University Degree in Business or Finance
• Bilingualism French and English
• Minimum 5 years of brokerage, financial planning or related investment sales experience, including minimum 2 years in a wholesaling or related role

• IQPF or CIM or FCSI or CFA
• In-depth knowledge of investment products and markets, including competitive market and trends
• In-depth knowledge of sales strategies
• Ability to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issues

Skills:

• Exceptional sales & customer service orientation skills
• Proven investment sales success
• Exceptional networking, presentation, facilitation and relationship building skills
• Exceptional interpersonal and communication skills
• Sound business planning and organization skills and ability to manage multiple priorities
• Self-motivated and proactive

Working conditions:

• Extensive travel is required
• Extended hours and periodic weekend requirements, based on local market needs of sales workforce
• May be required to work from home office in designated geographic area

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

The 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-Rewards

We’re here to help

At 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/ca/en.

BMO 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. 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.

Address:

Job Family Group:

The U.S. Consumer business at Bank of Montreal has been transformed with the recent acquisition of Bank of the West. We are now on a multi year journey to modernize and scale the US Consumer business with an aspiration to significantly grow over the next few years. Currently, we offer multiple products including Mortgage, Home Equity, Indirect RV/Marine, Credit Card, Other Direct, Business Banking and Deposits.

We are seeking a Managing Director to join the U.S. Consumer Risk team. This is people leadership position within the 2nd line of defense, which will report into the Head of U.S. Consumer Risk and will be responsible for providing independent risk oversight over the various lines of businesses. The incumbent should be a strategic thinker with sound business acumen and a passion for using advanced data and analytics to make business decisions. This is a fantastic opportunity for someone to continue evolving the risk management framework, 2nd line control and oversight processes and discipline around consumer lending as BMO pivots towards a Category 3 bank in US. The incumbent will work closely with heads of the businesses and staff groups to fulfill the growth vision and ensure adequate controls are in place to meet the risk appetite for the business. This is a highly visible role with substantial interaction with multiple stakeholders including senior management and regulators.

Specific responsibilities include:

• Provides independent risk oversight of the consumer lending businesses in U.S. P&BB, ensuring credit risks are appropriately and prudently managed within the risk tolerance for this business.

• Ensures the quality, performance, and credit risk profile of the U.S. P&BB retail portfolio are monitored and reported to Senior Executive, management committees, and RMC on a timely basis.

• Provides transparency and insight into the bank’s risk appetite to enable the business unit to understand and optimize risk return trade-offs within enterprise risk tolerances, while reinforcing the principle that business units are accountable for all their risks.

• Presents value-added risk context, oversight of credit risk systems, models, scorecards, credit exception underwriting, return on capital risk assessments to support strategic business planning and new product development risk assessment.

• Acts as the risk stripe owner for consumer credit risk in the U.S. and provides the required leadership and strategic direction. Executing within the constraints defined in Corporate Policies and Corporate Standards, approves, and recommends scorecards, approves credit underwriting exceptions for all consumer credit transactions for U.S. P&BB, approves and recommends automated adjudication, and approval of new products or processes related to consumer lending.

• Ensures Bank’s credit risk taking policies, authority structures, procedures and processes are adhered to through direct involvement in credit transaction authorizations and portfolio management processes.

• Directs the development and implementation of proper quantitative reporting and analytic tools and processes across all U.S. Consumer loan portfolios. Leads, synthesizes, and communicates the analysis of data to proactively identify and understand the drivers of portfolio risk, and forecast portfolio performance.

• Works with key executives within ERPM, and the U.S. P&BB Consumer/Wealth Management line of business, to direct the quality, performance, and respective credit risk profile of this significant business segment. Interfaces closely with other consumer credit risk roles within ERPM. Serves as primary point of contact for the line of business in all related product initiatives and discussions pertaining to setting the optimal risk appetite by providing independent risk oversight and ensuring that growth initiatives are optimized for profitability; both risk and return.

• Ensures the documentation and delivery of accurate, concise reporting of levels and trends in material risks, emerging risks, asset quality, Key Risk Indicators (KRIs) and risk limits. Defines Consumer credit risk strategies and ensures credit risk-related operating procedures are consistent across all Consumer portfolios, and in alignment with applicable policies and standards. Leads the deep quantitative analysis of data to proactively identify and understand the drivers of portfolio risk and forecast portfolio performance.

Additional Accountabilities:

• Provides independent oversight on the performance of U.S. Consumer credit risk strategies, monitor trends, and identify risks and opportunities.

• Leads the execution of in-depth statistical analysis of portfolio data to support recommendations to enhance the portfolio risk-return profile. Ensures consistency in analytics and reporting across all consumer products.

• Maintains an understanding of current applicable regulatory requirements for consumer loans, anticipates the impact of regulatory changes to portfolio management activities and monitoring and communicates regulatory issues and requirements to ensure U.S. Consumer Credit function is well equipped to manage credit risk

• Identifies risk and opportunities from current portfolio trends, ensure comprehensive analyses are performed to dimension portfolio risk concerns, as well as identify root cause drivers. Applies understanding of trends to recommend changes in portfolio strategies.

• Establishes and maintains appropriate scorecards, KRI metrics, and portfolio caps in order to effectively manage the risk inherent in the U.S. Consumer portfolio.

• Monitors portfolios in aggregate and within key segments to effectively manage exposure to higher risk borrower segments.

• Serve as an escalation point for the resolution of the most complex issues identified through the Consumer portfolio monitoring process.

• Drives proactive improvements in Risk Appetite processes to improve portfolio financial performance.

• Develops forward looking forecasts of portfolio trends and performance to enable early detection of emerging risks and development of risk mitigation plans.

• Oversees the development and execution of policies and procedures for portfolio monitoring, ensuring policies are aligned with Consumer Lending and Small Business goals and that the strategies and guidelines reflect the risk appetite established by the enterprise.

• Applies expertise in portfolio performance and current economic and regulatory environments to advise changes to underwriting guidelines.

• Offers insights and recommendations to senior risk management to modify or create policies, procedures and any other risk management efforts related to consumer loan portfolios.

• Provides consumer loan portfolio governance and oversight to LOB management regarding the development and execution of LOB strategies. Applies in-depth understanding of portfolio performance and risk drivers to recommend alternatives and direction.

• Approves LOB product and program development through established processes, in accordance with Bank and regulatory standards and requirements. Provides Consumer Risk perspective into marketing efforts and product pricing strategies based on portfolio performance and risk analyses.

• Collaborates with LOB personnel to support the effective introduction and communication of new strategies and products. Serves as a Consumer Risk resource by providing additional information and responding to questions.

• Provides independent, timely, objective credit adjudication decisions on Consumer and Small Commercial transactions within assigned credit limits including policy exceptions.

• Communicates effectively with line employees to ensure rationale and decision is clearly understood.

• Supports line of business in growing a profitable Retail loan portfolio while ensuring that the credit granting provided is within the Bank’s risk tolerance.

• Provides credit expertise in support of credit policy and process initiatives.

• Identifies any potential gaps in the Retail lending process and works with the line of business to resolve.

• Provides leadership and guidance to a team of highly technical Portfolio Risk Management and Consumer Credit personnel within a culture that promotes continuous learning/development opportunities.

• Recruits, leads, manages and develops a diverse team of Portfolio Risk Management and Consumer Credit professionals using effective training, performance assessment and coaching techniques.

• Provides planning, leadership and direction to employees in order to align tasks and assignments with Consumer Risk Management and Bank goals and objectives.

• Applies the Bank's performance management system to subordinates, including establishing goals and objectives, assessing skills and knowledge gaps, allocating resources to achieve objectives and close gaps, and assessing personal effectiveness.

• Models and encourages appropriate high-performance behaviors to ensure behaviors within the team are congruent with BMO’s values and culture.

• Ensures the effective implementation of Bank initiatives and programs through the establishment of appropriate context and setting of direction for direct reports by providing relevant information, establishing goals, and setting limits with the context and prescribed limits of the group head.

Skills and Knowledge:

• MBA or Masters/PhD level quantitative degree (i.e., statistics, mathematics, economics, finance, operations research, engineering, or another related field

• 15+ years of deep Consumer risk and portfolio management experience

• 10+ years of experience of line relationship/transactional credit and consumer underwriting experience

• 10+ years of managing a team of highly analytical, quantitative, and technical resources

• Credit qualified

• Requires a unique combination of Consumer credit granting, BMO lending processes, analytic capabilities, and strong communication skills to oversee the development of policy and automated decision strategies that are optimized to perform within the bank’s approved Risk Appetite and that provides improved financial gain and/or reduces financial loss as well as to communicate any changes to executives across U.S. P&BB

• Advanced knowledge of Consumer Basel and the necessary elements of maintaining regulatory compliance

• Advanced knowledge of credit methodology, risk-return optimization and capital management

• Excellent understanding of linkage between Credit risk strategies and Bank’s financial management

• Expert knowledge of Consumer credit analysis including understanding and application of behavioural scorecards and analytics

• In depth knowledge of complex consumer credit transactions with regard to underwriting, loan structure, documentation, and origination channel

• In depth knowledge of applicable regulatory and Bank policies and procedures related to consumer lending

• Expertise in data analysis systems and data mining tools, such as SAS, SQL, R, Knowledge Seeker

• Ability to manage team who use advanced highly quantitative techniques to access and analyze data from source systems

• Advanced knowledge of Credit Policies and processes

• In-depth knowledge of Risk Management theory, processes, and portfolio management reporting techniques

• Familiarity with government regulations relating to Consumer and Small Business credit activities and Consumer Reporting requirements

• Strong, proven leadership agility and highly developed Consumer portfolio management skills

• Synthesises, integrates, and weighs multiple considerations including logistical, professional, and competitive factors in key consumer risk decisions

• Highly and well developed analytical, quantitative, statistical, and problem-solving skills within a financial institution

• Ability to influence others

• Ability to understand the dynamics and implications of economic cycles in order to manage the Consumer portfolio effectively

• Strategic skillset necessary to forecast portfolio performance, build out function and partner with the line of business

• Expert analytical/systems thinking and conceptual/strategic thinking with the ability to executive upon identified and unidentified needs

Please note the target base salary range for this specific position is  noted as a range from $214,000USD to $240,000 USD

Compensation and Benefits:

Pay Type:

The 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-Rewards

We’re here to help

At 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 http://jobs.bmo.com/us/en

BMO 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.

The Commercial Strategy & Innovation (CSI) role is responsible for providing end-to-end strategy in accessing new vaccine opportunities in China, driving the new product development process through proactively cooperating with cross functional teams.  This will be achieved through management and facilitation of new product business assessment, development strategy, prioritization, investment decisions, market development and eventual successful handover to inline business unit.

In addition, the role is responsible for building up the China vaccine pipeline through ongoing strategic market assessments & evaluations of Pfizer’s global pipeline and external opportunities.

Success will be met through exceptionally close coordination and partnership with CSI global vaccine team, CSI Business Assessment team, CSI Competitive Intelligence team, Development China team,  Local Medical/Regulatory, Business Units, Market Access, Finance, PGS, Legal and external experts in academia, health, and the Government (MOH, NMPA, CDC).

ROLE RESPONSIBILITIES:

• Develop and execute on a China vaccine strategy to balance near-term and long-term priorities.

• Evaluate and define product and market opportunity & forecast the impact on overall business.

• Ensure successful coordination with global teams to timely integrate key market analysis into New Product assessment, prioritization, and investment decision.

• Cooperating with cross-function team to develop life cycle plans for compounds from IND stage through loss of exclusivity in China.

• Successful hand over of brands to in-line brand team.

• Lead BD business case development and commercial assessment

• Cultivate external opinion leader relationship,

• Establish necessary professional relationships with government authority and external contacts.

• Support BU head for China pipeline Portfolio Strategy within global leaders/TAs responsibility.

• Develop recommendations for portfolio prioritization and investment. Leverage and influence various stakeholders and ensure successful team deliverables.

• Work closely with Global CSI teams and maximize New Product opportunity for China (Global engagement to understand product, priorities, global strategy, regional trends, etc.)

• Lead cross TAs ad hoc projects as planned. Lead & partner with cross functional teams of Regulatory, Clinical/R&D, Medical Affairs, etc. colleagues to ensure effective communication and implementation/refinement of process

QUALIFICATIONS AND REQUIREMENTS:

• At least 10+ years’ experience in pharma/biotech marketing, product management, new product planning, business development or strategic planning, with a strong understanding of China pharma market and solid track record in accelerating pipeline launch in China.

• Undergraduate degree qualifications in Medical, Pharmacy or healthcare related discipline. Other qualifications in business/marketing will be considered as well. Preferred: Postgraduate or MBA qualification in Marketing or similar.

• Experience leading and working with cross functional project teams and track record of promoting collaborative work environment.

• Demonstrating ability for revenue forecast development and scenario building.

• Demonstrating ability for pipeline portfolio planning and management.

• Strong analytical, strategic thinking, financial analysis and forecasting skills.

The Commercial Strategy & Innovation (CSI) role is responsible for providing end-to-end strategy in accessing new vaccine opportunities in China, driving the new product development process through proactively cooperating with cross functional teams.  This will be achieved through management and facilitation of new product business assessment, development strategy, prioritization, investment decisions, market development and eventual successful handover to inline business unit.

In addition, the role is responsible for supporting ongoing strategic priorities and building up the China vaccine pipeline through ongoing strategic market assessments & evaluations of Pfizer’s global pipeline and external opportunities.

Success will be met through exceptionally close coordination and partnership with CSI global vaccine team, CSI Business Assessment team, CSI Competitive Intelligence team, Development China team,  Local Medical/Regulatory, Business Units, Market Access, Finance, PGS, Legal and external experts in academia, health, and the Government (MOH, NMPA, CDC).

ROLE RESPONSIBILITIES:

• Develop and execute on a China vaccine strategy to balance near-term and long-term priorities.

• Evaluate and define product and market opportunity & forecast the impact on overall business.

• Ensure successful coordination with global teams to timely integrate key market analysis into New Product assessment, prioritization, and investment decision.

• Cooperating with cross-function team to develop life cycle plans for compounds from IND stage through loss of exclusivity in China.

• Successful hand over of brands to in-line brand team.

• Lead BD business case development and commercial assessment

• Cultivate external opinion leader relationship,

• Establish necessary professional relationships with government authority and external contacts.

• Support BU head for China pipeline Portfolio Strategy within global leaders/TAs responsibility.

• Develop recommendations for portfolio prioritization and investment. Leverage and influence various stakeholders and ensure successful team deliverables.

• Work closely with Global CSI teams and maximize New Product opportunity for China (Global engagement to understand product, priorities, global strategy, regional trends, etc.)

• Lead cross TAs ad hoc projects as planned. Lead & partner with cross functional teams of Regulatory, Clinical/R&D, Medical Affairs, etc. colleagues to ensure effective communication and implementation/refinement of process

QUALIFICATIONS AND REQUIREMENTS:

• At least 10+ years’ experience in pharma/biotech marketing, product management, new product planning, business development or strategic planning, with a strong understanding of China pharma market and solid track record in accelerating pipeline launch in China.

• Undergraduate degree qualifications in Medical, Pharmacy or healthcare related discipline. Other qualifications in business/marketing will be considered as well. Preferred: Postgraduate or MBA qualification in Marketing or similar.

• Experience leading and working with cross functional project teams and track record of promoting collaborative work environment.

• Demonstrating ability for revenue forecast development and scenario building.

• Demonstrating ability for pipeline portfolio planning and management.

• Strong analytical, strategic thinking, financial analysis and forecasting skills.

Pfizer is an equal opportunity employer and complies with all applicable equal employment opportunity legislation in each jurisdiction in which it operates.

Address:

The Financial Crimes Unit (FCU) brings together our Cybersecurity, Fraud, Physical Security and Resilience Planning capabilities to address the ever-growing and increasingly complex global security environment. It is a highly collaborative effort that greatly enhances BMO’s ability to rapidly prevent, detect, respond to, and recover from all security & crisis threats. This position offers a unique experience to learn from experienced leaders in the industry, join a team building the 21st century model for security and helping grow the good by protecting our customers and communities.

• Looking for deep expertise in product knowledge, specifically with mortgages and other Canadian banking retail lending products.
• Lending experience - Preferred
• Fraud experience - Preferred
• Hybrid role

Are you a seasoned fraud leader who keep up with current/emerging threats and the latest trends in lending fraud prevention?

We are looking for a Director of Lending Fraud Strategy & Business Consulting to lead a team of fraud experts responsible for the development and implementation of fraud strategies in our Retail Lending segment, while managing relationships with the Lines of Business/Operating Groups. The Director works with stakeholders to deliver project/program/initiative business results in alignment with overall Financial Crimes Unit's and Line of Business' goals. Provides fraud subject matter expertise specific to retail lending products across the full fraud management cycle, and in particular, in the design, development, management and implementation of projects from business case development through execution.

• Focuses Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour 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.
• Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. primarily on new build or significant enhancement to existing work, systems, processes, etc. Usually large scale, high complexity initiatives impacting multiple lines of business.
• Develops an expert understanding of business/group challenges.
• Influences and negotiates to achieve business objectives.
• Identifies emerging issues and trends to inform decision-making.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Acts as a subject matter expert on relevant regulations and policies.
• Networks with industry contacts to gather competitive insights and best practices. Recommends measures to improve organizational effectiveness.
• Provides coaching on complex strategic and business issues and facilitates processes to reach effective resolution.
• May consult to or serve on various committees and task forces.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals; assesses and adapts as needed to ensure quality of execution.
• Acts as the prime contact for internal/external stakeholder relationships, which may include regulators.
• Keeps stakeholders informed of messages, recommendations, decisions, process and progress.
• Interacts with various BMO groups to ensure strategy and initiatives meet enterprise governance requirements.
• Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
• Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
• Leads change management activities, ensuring cross business/group coordination and logistical support for the implementation of change.
• Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides advice and subject matter expertise for project/program/initiative design and to incorporate the needs of the business to ensure smooth, effective implementation and the achievement of anticipated benefits.
• Conducts analysis required to inform strategic recommendations and considers the “big picture” when assessing whether or not a course of action is advisable in terms of the group and enterprise goals.
• Collaborates with internal and external stakeholders to provide business context in the design, develop and implementation of programs and solutions.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Utilizes standard project management methodology to manage solution planning, implementation, sustainment, and evaluation of initiatives.
• Documents business requirements, processes, and test scenarios; completes testing as required.
• Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery.
• Breaks down strategic problems, analyzes data and information to provide insights and recommendations.
• 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.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. May include assisting with training sessions and delivering/disseminating training and/or learning materials.
• Work with stakeholders to identify project/program/initiative critical success factors and integrate appropriate cost, quality, and risk mitigating strategies into change plans.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Monitors and tracks performance, and addresses any issues.
• Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery.
• 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.
• Relationship management and influence skills-Expert.
• Project management skills-Expert.
• Technical leader viewed as thought leader for innovation.
• Seasoned 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.

The 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-Rewards

We’re here to help

At 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/ca/en.

BMO 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. 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.

Address:

We are seeking a hands-on Associate Director for the Risk Reporting Management (“RRM”) Team without our T&O Risk and Internal Controls (“T&O RIC”) unit.  T&O RIC reinforces the bank’s “1st line of defense” by providing controls and oversight for Technology and Operations in support of all pillars of the bank. T&O RIC is responsible for T&O’s Governance, Risk, Compliance, and Testing (GRCT/1b) operating model and targeted Controls Processing activities, including Reconciliations, Logical Access provisioning and Quality Testing plus risk-related executive reporting. RRM is responsible for providing T&O RIC and T&O with analysis, support, and risk reporting.  This person will lead a small team in RRM that will play a key role in the development of key risk reports for T&O.

This role will be responsible for working with data to build connections, analyze and work with the team to Identifies trends and patterns to address identified business questions and provide insights through reporting and data visualization techniques. This role is Hands on 70% of the time. The role may also consist of designing dashboards and analyses to be performed, and appropriate visualization and analytics tools to use.  They will work with other data and analytics professionals to optimize, refine, automate and scale analysis into repeatable analytics solutions and decision support tools. Also, build various reporting dashboards using the most appropriate data extraction, data cleaning and data visualisation techniques.  Other key accountabilities include, but are not limited to:

• Provides value through insights, reporting and data visualization techniques. Selects, configures and implements analytics solutions for consistency and repeatability. Researches and applies continuous improvement in data visualization by identifying trends and patterns to transform raw data into actionable business insights.
• Works with different teams, management, and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization. Translates business needs to technical specifications and evaluates existing data visualization systems to improve them.
• Develops data visualizations of "large" amounts of data that facilitate the intuitive presentation of data to decision makers. Documents data flow, systems and processes to improve the design, implementation and management of business/group processes.
• Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences. 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.

Qualifications:

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Seasoned professional with a combination of education, experience and industry knowledge.

Proficiency in the following technologies:

• Power BI.
• Excel
• Power Queries

Advanced level of proficiency:

• Data visualization.
• Data storytelling.
• Data mining.

The 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-Rewards

We’re here to help

At 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/ca/en.

BMO 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. 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.

Address:

Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.

• Leads and executes business development plans to that business goals are achieved or exceeded.
• Improves service levels, improve client satisfaction and loyalty scores by identifying and providing recommendations for process improvement.
• 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.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Partners with internal stakeholder to develop consistent and appropriate customer presentations, craft detailed correspondence, presentations and proposals.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Provides direction on the creation of comprehensive credit structures to meet the transactional needs of clients.
• Collaborates with internal stakeholders to generate ideas, identify client solutions and pursue marketing efforts.
• Provides accurate financial analysis and risk assessment of new and existing customers.
• Partners with internal stakeholders for accurate, detailed client information.
• Develops credit information to make lending decisions on new, renewal and extension loans.
• Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
• Prepares summary, present facts and offer opinions concerning credit worthiness.
• Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
• Provides input into the planning and implementation of operational programs.
• Builds effective relationships with internal/external stakeholders.
• 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.

  Qualifications:

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• 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.

The 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-Rewards

We’re here to help

At 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/ca/en.

BMO 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. 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.

Address:

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

Mandate:

Reporting directly to the Head of Tactical & Accrual Trading, the PM is expected to be market focused; develop and execute trading strategies in various fixed income sectors; take calculated proprietary risk and make effective trading decisions within the context of the strategic investment plan as set forth by the business heads and leads of Global Markets.

The PM should have a background in quantitative or technical analysis with a particular focus in liquid markets. The PM should have an established trading/investment strategy within the space while bringing a proven track record from similar proprietary risk taking experiences. Strategies or Asset Classes may include, but are not limited to:

• US Treasuries or Other Government Bonds
• Fixed Income Spread Products
• Derivatives (i.e. interest rate based or other)
• Volatility Based Strategies
• FX

The PM is accountable for developing and implementing portfolio strategies which achieve target risk and return profiles for the Global Markets Investment and Liquidity Portfolio’s. These strategies can cross multiple fixed income asset classes, and span the capital stack in terms of liquidity and credit risk. The role requires a deep understanding of fixed income investing and demands a focus for optimizing a portfolio based on ongoing market conditions.

The role is expected to work closely with all Global Markets teams, and with the other Investment PM’s in ensuring both macro and idiosyncratic risk is aligned globally, however the individual PM is responsible for their own risk sleeve and mandate. This person is expected to maximize profit while prudently minimizing the bank’s exposure for liquidity needs and adhering to regulatory statutes. The role is expected to work closely with Internal and External clients and partners. This includes working closely with risk/product control to ensure all investing strategies adhere within the defined guidelines.

Knowledge & Skills:

• Experience with quantitative (or technical) based investment strategies, including designing and implementation of such strategies.  
• Minimum of 5-10 years of experience in trading and managing risk within Fixed Income markets, preferably in a proprietary or direct investment decision capacity role.
• Ability to cultivate relative value and trading ideas across Fixed Income asset classes which are executed using prudent risk management.
• Advanced degree or equivalent experience in financial services, accounting or legal fields.
• Must successfully complete the external regulatory exams, licenses required to be considered a registered member and senior officer of the firm.
• Having some knowledge of North American and International investment banking business and regulations is preferred but not required.
• Knowledge of credit issues and industry trends in various client sectors throughout the US, Canadian and International market.
• Support the execution of operational/tactical strategies for the trading business which will ensure achievement of short and long term objectives in the Canadian and U.S. marketplaces.
• In depth knowledge of credit derivatives and interest rate derivatives.
• Hedge accounting and accrual accounting familiarity would be a plus but not required
• Results oriented and able to adapt to situations quickly.
• Strong ability to think conceptually and to achieve both short and long term business results.
• Highly developed written and oral communication.
• Personable and able to function in a team environment.

Compensation:

$150,000 to $175,000

The 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-Rewards

We’re here to help

At 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/ca/en.

BMO 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. 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.

Address:

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

Assists in the sourcing, structuring and portfolio management of a variety of risk management and credit portfolio management tools in line with the Risk & Capital Solutions mandate and Capital Markets strategy. Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to internal businesses and investor clients. As a team member, interacts with Management across BMO and BMO Capital Markets, and all strategic product areas in supporting the senior professionals in developing the most appropriate risk hedging and capital optimization transactions, pitches to clients, and winning new mandates. These efforts have significant financial implications to clients and to the Business Unit as well as the overall growth of the business.

• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Develops and leverages relationships across businesses, senior leaders and clients to foster and support coordination.
• Uses analytical skills (probability, statistical inference, etc.) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
• Develops and maintains financial models and databases.
• Develop high quality presentations for and support interactions with CM management, potential investors and hedging / insurance counterparties.
• Develops and maintains an understanding of and proficiency in using all required systems and models (including LTS/APMS, IDP/CDM, Adaptiv, TraderEH).
• Helps colleagues with the presentation of information and preparation of proposals for their review.
• Assists colleagues in the research and resolution of administrative/operational issues.
• Understands the complexity of transactions and related risk (credit, market, operational, legal / compliance, etc.).
• Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determines acceptable solutions.
• Understands the needs of clients (internal and external) and provides relevant ideas and opinions to generate recommendations and deliver an outstanding client experience.
• Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations.
• Uses good judgement in meetings/speaks up with ideas/communicates ideas effectively/asks good questions.
• Identifies opportunities for increased efficiency and improved service to internal and external clients and acts as a positive change agent to drive improved efficiency and effectiveness.
• Develops and maintains fluency with corporate policies, Bank Capital rules and Capital relief techniques. Additional knowledge of Insurance capital rules also beneficial.
• Reads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needs.
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• 8-10 years of relevant experience at a financial institution in Capital Markets with emphasis on Investment and Corporate Banking, Trading Products, Private Credit, Structured Credit, Regulatory Capital, Funding Management or Credit Portfolio Management.
• Post-secondary degree in Finance/Accounting/Economics/Mathematics/Statistics
• CFA / FRM would be an asset
• Deep knowledge of US, Canadian and International corporate finance and credit markets (e.g. lending, private credit, structured credit) including investment banking, lending practices, syndication / origination process, credit documentation, lending operations and regulatory best practices
• Knowledge of credit and capital management issues and industry trends in various client sectors throughout the US, Canadian and International market.
• Demonstrated high performance in previous portfolio management and/or structuring roles
• Strong sense of intellectual curiosity
• Significant deal structuring or credit portfolio management experience
• Expert level relationship management and interpersonal skills and the ability to strategically and ethically leverage these relationships
• Excellent ability to advocate persuasively and negotiate with influence when conducting business with peers and clients
• Exceptional managerial leadership skills, especially in adapting and leading change
• Exceptional analytical skills including financial, legal, regulatory, economic, and business analysis and the ability to apply these concepts to the daily functions of the business
• Able to deliver clear, effective communication and take responsibility for understanding others
• Able to exercise independent thought and judgement and adapt to new tasks with little notice
• Able to prioritize competing responsibilities working in a fast-paced, results-oriented work environment
• Strong focus on meeting client needs
• Able to excel in a team environment
• Strong risk management skills, fundamental analysis skills and leadership abilities
• Solid financial modelling and data management abilities
• Technical proficiency gained through education and/or business experience.
• Must successfully complete external regulatory exams and licensing requirements, as determined by the Managing Director & Head
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Compensation and Benefits:

$175,000 CAD

The 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-Rewards

We’re here to help

At 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/ca/en.

BMO 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. 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.

Address:

Designs, builds and operates ETL and pipeline development activities and modeling solutions that facilitate data storage, integration, management, data quality, validation and security, supporting the entire data asset lifecycle. Designs, implements and maintains data flow channels and data processing systems that support the collection, storage, batch and real-time processing, and analysis of information in a scalable, repeatable and secure manner. Manages corporate apps and data in the cloud and technical tasks involved in planning, architecting, migrating, monitoring, and management of enterprise cloud systems.

• Supports the creation and enforcement of policies for effective data management.
• Formulates techniques for effective data management, quality data collection to ensure adequacy, accuracy and legitimacy of data.
• Devises and implements efficient and secure procedures for data handling and analysis with attention to all technical aspects.
• Supports the daily use of data systems and ensure adherence to legal and company standards. Establish rules and procedures for data sharing.
• Monitors and analyzes information and data systems and evaluate their performance to discover ways of enhancing them (new technologies, upgrades etc.)
• Ensures digital databases and archives are protected from security breaches and data losses.
• Troubleshoots data-related problems and authorize maintenance or modifications.
• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour 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.
• 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.

Qualifications:

Advanced level of proficiency:

• Critical thinking.
• Data Fabric.
• Data governance.
• Data integrity.
• Data Privacy.
• Data quality.
• Ontology Design.
• Semantic Layer.
• Systems thinking.
• Data management.
• Enterprise Data Management.
• Master Data Management.
• Metadata Management.
• Verbal & written communication skills.
• Analytical and problem solving skills.
• Influence skills.
• Collaboration & team skills; with a focus on cross-group collaboration.
• Able to manage ambiguity.
• Data driven decision making.
• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Seasoned professional with a combination of education, experience and industry knowledge.

The 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-Rewards

We’re here to help

At 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/ca/en.

BMO 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. 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.

Address:

Job Family Group:

Delivers an exceptional customer experience for a defined portfolio of high risk borrowing accounts by applying expertise to reduce the Bank’s loss exposure and manage risks. Advises internal and external stakeholders on complex, high-risk credit risk transactions and mitigation strategies. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures. Works with stakeholders to deepen relationships and grow the overall profitability of the portfolio.

• Works with stakeholders to ensure effectiveness of risk management controls, analysis and monitoring on a transactional and portfolio basis.
• Provides credit coaching, training and support to direct team and other stakeholders as required.
• 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.
• Influences and negotiates to achieve business objectives.
• Identifies emerging issues and trends to inform decision-making.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
• Conducts independent analysis and assessment to resolve strategic issues.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Ensures alignment between stakeholders.
• Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting.
• Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
• Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Supports credit due diligence activities for bank acquisitions or integration.
• Monitors the financial and risk performance of account portfolio; performs financial and risk analysis of customer and account information to provide insights and recommendations on how to improve quality, liquidity and Bank’s security position.
• Documents decisions on credit transactions with rationale that can be understood and explained to customers.
• Identifies and advises on terms, conditions and collateral requirements for the transaction decision as well as alternative solutions.
• Keeps abreast of economic and market developments within the portfolio to inform decision making and credit risk policies.
• Maintains and enhances knowledge around lending issues, including loan structure, collateral, foreclosure, bankruptcy and the various regulations that directly impact the Bank.
• Provides credit risk coaching and advice to sales & service employees to increase awareness of risk, policy, and knowledge of structuring transactions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders; includes legal and insolvency professionals and other consultants/advisors in the commercial business community.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Monitors and tracks performance and addresses any issues.
• Provides input into the planning and implementation of operational programs.
• Executes work to deliver timely, accurate, and efficient service.
• 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.

  Qualifications:

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
• In-depth / expert knowledge of banking products & services.
• In-depth / expert knowledge of industry trends and regulations.
• In-depth / expert knowledge of credit portfolio management policies & procedures, and financing guidelines.
• 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.

Compensation and Benefits:

Pay Type:

The 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-Rewards

We’re here to help

At 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 http://jobs.bmo.com/us/en

BMO 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.

Address:

Job Description:

Role Mandate:

The Director, Regional Sales ETFs is responsible for selling and servicing BMO ETFs and ETF-based mutual funds in an assigned geographic region, assisting BMO GAM in meeting annual plan sales and revenue targets.

The role is responsible for developing sales of BMO ETFs and related ETF based products through direct sales activity and through multi-channel partnerships in the assigned region.  A core component of the position is creating effective partnerships with the assigned BMO Global Asset Management Regional Sales Managers (RSMs).  The ETF Specialist role provides the RSMs with sales support, promotional assistance and education on BMO ETFs and other BMO ETF related products.

Key Dimensions

Sales and Service Relationship Management Planning

Accountabilities:

Sales and Service

• Drive sales of BMO ETFs in conjunction with a cohort of RSM’s to meet and exceed annual plan targets
• Foster a sales culture of goal achievement and superior customer satisfaction;
• Coordinate BMO ETF sales activities within the assigned region
• Provide ongoing sales support and product specific training to the assigned region’s RSM team
• Partner with each of the region’s RSM’s to assist them in their individual BMO ETF sales efforts
• Assist each of the Regional RSMs in achieving their sales targets
• Champion all opportunities to enhance local financial advisors’ BMO ETF product knowledge; represent and promote BMO ETFs and ETF-based products at conferences and forums.
• This role further collaborates with the BMO’s multi-channel sales partners (Retail and Discount channels) to act as the subject matter expert with regard to BMO ETF products.

Relationship Management

• Create and manage advisor relationships within the assigned region to ensure optimum representation of BMO ETF solution set and products.
• Develop a database of qualified financial intermediaries within the region who have the potential to sell BMO ETF products.
• Develop and maintain strong relationships with third party referral sources (i.e. brokers/dealers) to maximize BMO ETF market presence and increase our market share.
• Provide subject matter expertise to the senior sales management team on market conditions and trends to maintain a high level of environmental awareness.
• Ensure a thorough understanding of competitor activities to identify potential opportunities and threats.

Planning & Strategy

• Implement the national sales plan within the geographic sales region including preparation and implementation of an annual territory business plan including promotional budget, to meet annual growth and retention targets.
• Provide strategic direction and business planning for BMO ETF products within the region.
• Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives.
• Communicate regularly with sales management on regional sales strategies, priorities, sales targets, performance standards, marketing plans and accomplishments.

Authorities

• The role has authority to access and utilize all ETF product and Financial information (where applicable)

Cross-functional Relationships:

• Sales & Service – The role has authority to request and apply product knowledge information from other functional areas of BMO Global Asset Management as required in order to serve customers
• Coordinating – This role works with other areas of BMO Financial Group as needed to help generate ETF and other sales, and liaises with external network groups to understand the competitive landscape and other company product offerings, and to improve product offerings

Scope and Impact:

This role has direct impact on the achievement of key LOB objectives.  Key numerical measures are as follows:

• Annual Sales Plan: ETF Products
• Annual Sales Plan: Funds of ETFs.
• Individual and team growth in knowledge of ETF solutions and products

Knowledge:

• Undergraduate University Degree in Business or Finance
• Minimum 5 years of brokerage, financial planning or related investment sales experience, including minimum 2 years in a wholesaling or related role

• PFP or CFP or CIM or FCSI or CFA
• In-depth knowledge of investment products and markets, including competitive market and trends
• In-depth knowledge of sales strategies
• Ability to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issues

Skills:

• Exceptional sales & customer service orientation skills
• Proven investment sales success
• Exceptional networking, presentation, facilitation and relationship building skills
• Exceptional interpersonal and communication skills
• Sound business planning and organization skills and ability to manage multiple priorities
• Self-motivated and proactive

Working conditions:

• Extensive travel is required
• Extended hours and periodic weekend requirements, based on local market needs of sales workforce
• May be required to work from home office in designated geographic area

We’re here to help

At 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/ca/en.

BMO 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. 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.