BIS Regional Administrative Manager

Application Deadline:

11/02/2025

Address:

1333 N. California Blvd.

Job Family Group:

Wealth Sales & Service

Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.

• 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.
• Develops a rapport and instills confidence with the client to develop credibility as a member of the Branch / regional team.
• Provides ongoing operations expertise to assigned branch / portfolio.
• Acts as a designee for the branch manager on compliance objectives within the branch.
• Provides ongoing compliance education to assigned branch / portfolio.
• Provides support and guidance to branch staff members on compliance and operational issues.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Monitors and tracks performance and addresses any issues.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Manages the registration requirements for Advisors and support staff regarding transfers, trainees, etc.
• Manages the technology & infrastructure deployment in the branch to support operations.
• Oversees and coordinates the support staff for branch teams to ensure the business objectives are met.
• Provides input into the planning and implementation of operational programs.
• Coordinates budgets and reporting to track actual results vs budget.
• Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.
• Leads/participates in the design, implementation and management of core business/group processes.
• Supports the development and promotion of a business/group program.
• Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
• Performs various operational activities to meet business objectives, client needs, and maintain overall service levels.
• Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions.
• Meets high quality service standards to maximize relationship retention and growth.
• Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
• Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• 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:

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-dept