Director, Wealth Operations Strategic Initiatives

Application Deadline:

09/14/2024

Address:

250 Yonge Street

Job Family Group:

Customer Shared Services

Provides operations expertise in the design, development, management and implementation of Wealth Operations transformational initiatives from business case development through to execution. Works across BMO to deliver specific project/program results in alignment with overall group goals.

• 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.
• Develops an expert understanding of business/group challenges.
• Networks with industry contacts to gather competitive insights and best practices.
• Recommends measures to improve organizational effectiveness.
• Acts as a subject matter expert on relevant regulations and policies.
• Influences and negotiates to achieve business objectives.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Manages multiple programs/projects simultaneously and resolves conflicting priorities.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Keeps stakeholders informed of messages, recommendations, decisions, process and progress.
• Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
• Provides coaching on complex strategic and business issues and facilitates processes to reach effective resolution.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• 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.
• Assesses and adapts existing programs; develops new capabilities to ensure ongoing success.
• Leads the execution of strategic 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.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Participates in project/program design and provides advice & subject matter expertise to achieve required business results.
• 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 & 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.
• Monitors and tracks performance, and addresses any issues.
• Drives cross business/group coordination and logistical support for the implementation of change.
• Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders.
• Works on initiatives with varied complexity, typically involving multiple stakeholders across BMO.
• 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