Head, Strategic Management and Initiatives – BMO Private Wealth

  • Company:
    BMO Financial Group
  • Location:
  • Salary:
    negotiable / month
  • Job type:
  • Posted:
    14 hours ago
  • Category:


100 King Street West

Job Family Group:

Strategy & Change

Drives the strategic planning process for a designated business group. Analyzes market trends, global competitors and conducts scenario planning as input to strategic planning. Supports the business leader by running strategy meetings and preparing presentations for various audiences across BMO.

+ Manages people and leads a team capable of delivering the desired business results.

+ Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.

+ Develops an expert understanding of business/group challenges.

+ Recommends and implements solutions based on analysis of issues and implications for the business.

+ Identifies emerging issues and trends to inform decision-making.

+ Influences and negotiates to achieve business objectives.

+ Networks with industry contacts to gather competitive insights and best practices.

+ Recommends measures to improve organizational effectiveness.

+ May consult to or serve on various committees and task forces.

+ Acts as a subject matter expert on relevant regulations and policies.

+ Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.

+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

+ Conducts independent analysis and assessment to resolve strategic issues.

+ Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.

+ Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.

+ Builds effective relationships with internal/external stakeholders.

+ Ensures alignment between stakeholders.

+ Acts as the prime subject matter expert for internal/external stakeholders.

+ Leads implementation of the strategic planning process by partnering with various internal & external stakeholders as required.

+ Acts as the prime contact for internal/external stakeholder relationships, which may include regulators.

+ Defines business requirements for analytics & reporting to ensure data insights inform business decision making.

+ Provides coaching on complex strategic & business issues and facilitates processes to reach effective resolution.

+ Prepares strategic presentations for use in strategic planning processes.

+ Coordinates and organizes meetings for the strategic planning processes.

+ Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.

+ Assesses and adapts existing operational programs; develops new capabilities to ensure ongoing success.

+ Analyzes market trends and global competitors to inform strategic planning for the designated business group.

+ Conducts scenario planning to help inform senior leaders on the range of strategic choices.

+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

+ Monitors and tracks performance, and addresses any issues.

+ 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.


+ Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

+ 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.

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.

BMO Financial GroupServing customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada’s leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.