Director of Planning Enablement
About The Position
The Director, Planning Enablement is a senior individual contributor responsible for building and executing a content strategy that equips BMO’s sales-facing and planning teams with timely, high-impact planning insights for High Net Worth (HNW) client conversations. This leader curates, creates, and deploys a cohesive planning-content ‘throughline’ across the full planning discipline—Private Banking (PB), Family Office (FO), Philanthropy, Family Governance, and Trust—to ensure consistent market positioning, best practices, and field utilization. As a member of the Planning Leadership Team, this role is a central connector between planning subject matter experts, field teams, Training & Development, Marketing, and Compliance to ensure content is accurate, approved, discoverable, and actively used in client meetings, seminars, and events. This is not a people-manager role. Success requires strong leadership through influence, excellent editorial judgment, and disciplined program execution across multiple stakeholders.
Requirements
- Deep planning expertise and demonstrated experience in the HNW client space.
- Proven ability to translate complex planning concepts into clear, usable content for sales-facing teams and planners.
- Strong cross-functional leadership skills—stakeholder management, influence without authority, and program execution discipline.
Nice To Haves
- Advanced degree or credential aligned to senior planning roles (e.g., JD, CPA, CFA, CFP® or similar).
Responsibilities
- Content Strategy & Editorial Leadership
- Field Enablement & Content Deployment (Sales Enablement)
- Training & Development Alignment
- Cross-Discipline Orchestration (PB, FO, Philanthropy, Family Governance, Trust)
- Content Library Ownership & Knowledge Management
- Annual Gap Analysis & Content Build Program
- Compliance + Marketing Partnership & Amplification
- Conferences, Seminars, & Best-Practice Sharing
- Planning Summit & Events
Benefits
- 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-Rewards
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
