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. Key Outcomes A best-in-class, centralized planning content library that showcases the best of BMO across PB/FO/Philanthropy/Family Governance/Trust and supports the field with client-ready tools. A repeatable content deployment model (calendar, channels, packaging, reinforcement) that increases adoption by sales-facing teams and planners. Demonstrable utilization and impact: increased field usage of planning content, stronger consistency in HNW positioning, and lift via Training & Development alignment.
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 Own the planning content strategy and define the thematic ‘throughline’ that guides what is produced, when it is deployed, and how it supports go-to-market planning priorities for HNW clients. Build and manage an annual and quarterly editorial roadmap aligned to seasonal planning moments, market/legislative developments, and prioritized client needs. Solicit and translate field feedback and Planning Leadership priorities into an actionable, client-ready content pipeline.
- Field Enablement & Content Deployment (Sales Enablement) Establish a repeatable content deployment cadence—ensuring the field receives the right content at the right time, with clear ‘how to use this’ guidance. Package content for use in client meetings (e.g., talk tracks, discovery prompts, one-pagers, FAQs, objection handling, case studies, and ‘next best conversation’ suggestions). Partner with sales-facing leaders to reinforce adoption and create feedback loops to improve relevance and usability.
- Training & Development Alignment Align select content with Training & Development decks and enablement programming to help sales-facing teams adopt new ideas and confidently position them with HNW clients. Ensure content translates planning expertise into clear behaviors and client conversation pathways.
- Cross-Discipline Orchestration (PB, FO, Philanthropy, Family Governance, Trust) Coordinate across the planning discipline to develop a unified content library reflecting PB, FO, Philanthropy, Family Governance, and Trust capabilities. Establish and run a governance rhythm (e.g., editorial council / intake process) to prioritize, sequence, and standardize content creation across SMEs.
- Content Library Ownership & Knowledge Management Build and maintain the centralized content library with clear taxonomy, version control, usage guidance, and retirement/refresh rules. Track usage and outcomes (views/downloads, training tie-ins, field feedback) and adjust the roadmap to maximize utilization.
- Annual Gap Analysis & Content Build Program Conduct an annual gap analysis to identify missing/outdated content versus client needs, market changes, and best practices. Convert gaps into a build plan with owners, timelines, and approval paths; coordinate creation with planning SMEs and partners.
- Compliance + Marketing Partnership & Amplification Partner with Compliance and Marketing to ensure content is appropriately reviewed, approved, and distributed through approved channels, with auditability and governance. Support amplification and internal campaigns that drive content awareness and field adoption.
- Conferences, Seminars, & Best-Practice Sharing Help market the BMO planning brand at conferences and industry events; synthesize learnings into actionable briefs and field-ready content. Facilitate planners’ seminar presentations to external audiences and leverage content for efficient, repeatable events. Share best practices, learning opportunities, and ‘what changed / what to do now’ updates to keep the planning field team current.
- Planning Summit & Events Help lead planning and execution of the Planning Summit and other wealth planning internal/external events, including content construction, exaction, and post-event enablement packages.
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
