Wealth Operations Senior Manager

09/04/2026

Address:

4400 MacArthur Blvd.

Job Family Group:

Customer Shared Services

Provides support and service for the Investment Operations function of BMO’s business stakeholders and customers. Executes and delivers on Investment product and service processes ensuring adherence with financial and regulatory controls and operational guidelines.

• 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.
• 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.
• Influences and negotiates to achieve business objectives.
• Acts as a subject matter expert on relevant regulations and policies.
• May network with industry contacts to gain competitive insights and best practices.
• 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.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Defines business requirements for analytics and reporting to ensure data insights inform business decision making.
• Designs and produces regular and ad-hoc reports and documents.
• Monitors and tracks performance, and addresses any issues
• 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.
• Defines communication plans designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
• Identifies and implements internal and external best practices and leverages technology to improve process delivery.
• Develops and manages a business/group program.
• Reviews the program for effectiveness, considers industry trends, and recommends enhancements; makes changes as required..
• Analyzes and resolve complex issues efficiently and effectively in accordance with Bank and industry standards.
• Evaluates circumstances requiring exceptions and engages senior management for resolution where required.
• Oversees the design, development, and implementation of tools and training required to deliver business results.
• Participates/leads process / system continuous improvement initiatives.
• Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements.
• Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
• Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.
• Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs).
• Checks and reconciles information and documentation to ensure accuracy and completeness.
• Analyzes data and information to provide insights and recommendations.
• Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required.
• Communicates and collaborates with internal and external stakeholders to deliver on business objectives.
• Develops and maintains effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations.
• Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity.
• Collaborates in the development / implementat