Director, Strategy & Business Management, Global Equities

BMO • New York, NY

4d

About The Position

BMO Capital Markets is seeking a Director, Strategy & Business Management to support the growth and operational effectiveness of its Cash Equities and Global Index & ETF businesses. As a trusted advisor to senior business leaders, this role drives strategy execution, business and financial performance, governance, regulatory initiatives, and operational improvement across the franchise.

Working across Sales, Trading, Research, Technology, Operations, Risk, Compliance, Legal, Finance, Human Resources, and Strategy & Business Management, the Director translates priorities into executable plans, clarifies accountability, and helps the businesses achieve growth, profitability, client, and risk objectives. The role calls for a commercially minded, collaborative leader with strong judgment, analytical capabilities, and the ability to influence senior stakeholders and deliver results in a fast-paced, highly regulated global markets environment.

Requirements

• Undergraduate degree in Business, Economics, Finance, or a related discipline.
• Typically 10+ years of experience in Capital Markets, Global Markets, Business Management, front-office COO, Strategy, Finance, Management Consulting, or a related discipline.
• Deep understanding of equity markets, market structure, institutional trading, cash equities, ETFs, index products, and capital markets operations.
• Experience leading cross-functional initiatives and driving outcomes in a complex, matrixed environment.
• Strong commercial mindset and ability to connect strategy, financial performance, risk, and execution.
• Excellent analytical, financial modeling, problem-solving, and business case development capabilities.
• Ability to manage competing priorities, exercise sound judgment, and escalate issues effectively.
• Advanced proficiency in Excel and PowerPoint; experience with management reporting, data visualization, and analytics tools.
• Exceptional written and verbal communication skills, including ability to distill complex topics for senior audiences.

Nice To Haves

• MBA, CFA, CPA, CA, or an equivalent professional designation.

Responsibilities

• Partner with the Heads of Cash Equities and Global Index & ETF to define, communicate, and execute strategic priorities.
• Support the Global Equity Derivatives business in coordination with its Strategy & Business Manager.
• Lead annual and multi-year business planning, including growth priorities, resource allocation, investment decisions, and execution roadmaps.
• Prepare executive-level presentations, management reports, and strategic analyses for senior leadership and governance forums.
• Monitor business performance against financial, client, productivity, risk, and strategic objectives; identify performance drivers and recommend actions.
• Develop and maintain management reporting, dashboards, key performance indicators, and business analytics to support timely decision-making.
• Partner with Finance to lead budgeting, forecasting, expense management, headcount planning, and investment prioritization.
• Assess business cases for strategic investments, technology enhancements, vendor commitments, and growth initiatives, including expected benefits and delivery risks.
• Conduct competitive benchmarking and market analysis to identify growth opportunities, emerging risks, and changes in industry structure.
• Lead complex strategic, regulatory, operational, and technology initiatives from concept through implementation, with clear objectives, milestones, dependencies, and measures of success.
• Drive programs that improve scalability, client experience, business efficiency, data quality, and operational resilience.
• Bridge front-office priorities and enabling functions to accelerate decisions, resolve issues, and sustain delivery momentum.
• Identify and advance opportunities to use automation, data analytics, artificial intelligence, and process redesign to improve effectiveness and reduce operational risk.
• Provide transparent reporting on initiative status, financial commitments, risks, decisions, and required management actions.
• Partner with business leadership and Human Resources on workforce planning, organizational design, hiring priorities, and resource optimization.
• Support talent, succession, employee engagement, and culture initiatives across the franchise.
• Promote clear accountability, effective ways of working, collaboration, continuous improvement, and disciplined execution.
• Build trusted relationships across Global Equities, Global Markets, and enterprise support and control functions.
• Align stakeholders across regions and functions around business priorities, decisions, risks, and execution plans.
• Represent Global Equities in management forums, governance committees, and enterprise initiatives, as required.
• Coordinate a fit-for-purpose governance framework across Cash Equities and Global Index & ETF, with clear decision rights, escalation paths, and management information.
• Oversee the business response to regulatory initiatives, supervisory requirements, audit findings, and control-related actions, ensuring clear ownership and timely completion.
• Partner with Risk, Compliance, Legal, Supervision, and other control functions to maintain a strong, sustainable risk and control environment.
• Monitor regulatory and market structure developments and assess their potential impact on business strategy, operations, and clients.
• Support internal audits, regulatory examinations, risk assessments, and business continuity and operational resilience activities.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses may be included in the total compensation package.
• Other perks and rewards may be included in the total compensation package.

What This Job Offers

• Job Type: Full-time
• Career Level: Director