This role leads business information and insights for US P&BB distribution and Specialty Sales, including the business strategies, support and maintenance for goal planning, performance tracking, and incentive plans. It is accountable for creating role clarity and ensuring role health within the distribution network. The role leads workforce planning and manages FTE planning for the business. It holds accountability for community impact programs including BMORE, the community benefits plan, external speaking/public relations activities, and community outreach with purpose. The role leads strategies on sales practice monitoring, ensuring systems are set up so that the salesforce can/do act with integrity and follow the spirit and the letter of the Code of Conduct. The role leads the strategic design and implementation of Distribution and Specialty Sales Lead Calling Programs. The role is also accountable to partner with the NA P&BB Data & Analytics team on upgrading and maintaining an improved customer relationship management tool for use by the salesforce. The role gathers and integrates information to promote the effective and profitable operation of the business/group and enhances the Bank’s profile in the marketplace. Works with stakeholders to interpret financial and business results, understands the operating environment & emerging trends and provides planning, support and recommendations to improve operational effectiveness and tracks achievement of objectives.
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.
Recommends measures to improve organizational effectiveness.
Influences and negotiates to achieve business objectives.
Identifies emerging issues and trends to inform decision-making.
Networks with industry contacts to gather competitive insights and best practices.
Acts as a subject matter expert on relevant regulations and policies.
Leads the development of priorities, current, and planned initiatives, and support requirements related to strategic management for the business/group.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
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.
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
Monitors and tracks performance and addresses any issues.
Leads the execution of designated business programs; assesses and adapts as needed to ensure quality of execution.
Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis, and reporting.
Plans and controls unit operating expenses in accordance with forecasts.
Makes recommendations to leaders on financial management processes based on changing requirements.
Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Conducts independent review, analysis, and resolution of strategic issues.
Designs and produces regular and ad-hoc reports, and dashboards.
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.
Builds effective relationships with internal/external stakeholders and ensures alignment between stakeholders.
Employs systems (e.g., customized exception reports, tracking reports etc.) to manage information.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Within the mandate of this role, promotes and supports the Bank’s risk culture including ensuring employees understand their accountabilities for risk-taking activities, promoting an environment of open communication and effective challenge, and establishing the “tone from the top” through leading by example.
Complies with the Bank’s Risk Appetite framework and ensures risk-taking activities remain within agreed limits and comply with all regulatory requirements.
Role models driving simplicity and productivity enhancements for optimization across groups driving continuous improvement on key measures.
Activates our winning culture, aligned with Purpose. Ignites engagement by aligning our culture to our strategy and fueling exceptional execution.
Fosters diversity, equity and inclusion and creates an inclusive environment for all employees by eliminating barriers to inclusion.
Develops leaders, plans for succession, and fosters a high-performance culture.
Drives top talent acquisition and retention, developing organizational capabilities to drive competitive advantage.
Leads and mentors a team with diverse risk and business experience, skills, and orientation.
Leads, promotes, and reinforces the Bank’s Ambition; personally, role models One Bank leadership; drives sustainable improvements in customer loyalty and business growth; adheres and supports enterprise customer experience and brand standards.
Qualifications:
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.
Understands and articulates the business case of business questions and the estimated value being delivered. Designs dashboards and analyses to be performed, and appropriate visualization and analytics tools to use. Identifies trends and patterns to address identified business questions and provide insights through reporting and data visualization techniques. Works with other data and analytics professionals to optimize, refine, automate and scale analysis into repeatable analytics solutions and decision support tools.
Builds various reporting dashboards using the most appropriate data extraction, data cleaning and data visualisation techniques.
Provides value through insights, reporting and data visualization techniques. Selects, configures and implements analytics solutions for consistency and repeatability.
Researches and applies continuous improvement in data visualization by identifying trends and patterns to transform raw data into actionable business insights.
Works with different teams, management and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization.
Translates business needs to technical specifications and evaluates existing data visualization systems in order to improve them.
Develops data visualizations of "large" amounts of data that facilitate the intuitive presentation of data to decision makers.
Documents data flow, systems and processes to improve the design, implementation and management of business/group processes.
Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences.
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.
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.
Qualifications:Advanced level of proficiency:
Technical design optimization.
Decision Making.
Systems Thinking.
Expert level of proficiency:
Data visualization.
Data storytelling.
Data mining.
Illustration.
Creative thinking.
Problem Solving.
Insights design.
Insights development and reporting.
Verbal & written communication skills.
Analytical and problem solving skills.
Collaboration & team skills; with a focus on cross-group collaboration.
Able to manage ambiguity.
Data driven decision making.
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.
Salary:$128,000.00 - $238,000.00Pay Type:SalariedThe 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 salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-RewardsWe’re here to helpAt 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/us/enBMO 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. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.