Sr. Specialist – WM Strategic Initiatives

Application Deadline:

09/26/2025

Address:

320 S Canal Street

Job Family Group:

Customer Solutions

Provides expertise in the design, development, management and implementation of assigned projects from business case development through to execution. Works across BMO to deliver specific project/program results in alignment with overall group goals.  Generates and facilitates ideas in partnership with other LOBs (eg Commercial Banking, Retail Bank and/or Capital Markets) with a primary focus on One Client delivery.

• 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.
• Develops long term (3-5 years) strategic recommendations to optimally position BMO and pursue market opportunities.
• Acts as a subject matter expert on relevant regulations and policies.
• Develops and manages relationships with divisional and market contacts and networks, and leverages internal and external data to identify, analyze, and size opportunities, and monitor competitive activities.
• May network with industry contacts to gain competitive insights and best practices.
• Manages multiple programs/projects simultaneously and resolves conflicting priorities.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Keeps stakeholders informed of messages, recommendations, decisions, process and progress.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
• Develops and applies the framework for databases; oversees database management in adherence with data governance standards.
• Monitors and tracks performance, and addresses any issues.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
• Leads the execution of programs and initiatives; assesses and adapts as needed to ensure quality of execution.
• Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.
• Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Drives cross business/group coordination and logistical support for the implementation of change.
• Works on initiatives with varied complexity, typically involving multiple stakeholders across BMO.
• Operates at a group/enterprise-wide level and serves as a 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.
• Broad knowledge of banking products, services, organization, and group interrelationships.
• In-depth/expert knowledge of the wealth management and/or the financial industry
• 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.

• riven decision making - In-depth / Expert.

Salary:

$102,000.00 - $190,000.00

Pay Type:

Salaried

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 s