Head of Centrally Managed Solutions
About The Position
Plays a key leadership role in BMO's Investment Platform Modernization initiative, spanning trading, model management, and related investment technologies. Leads the evolution and implementation of Centrally Managed Solutions (CMS), partnering closely with the US Chief Investment Officer and Head of Investments to deliver innovative investment models and portfolio solutions. Provides oversight across key Investment Operations functions, ensuring scalability, efficiency, and operational excellence. Collaborates closely with the Head of Investment Platform on operational, regulatory, risk, and strategic matters. Serves as the primary liaison with BMO Technology to align investment platform initiatives with enterprise technology capabilities and priorities. Analyzes complex business issues and drives the development and implementation of effective solutions. Contributes to strategic planning and business transformation initiatives. Identifies emerging trends, risks, and opportunities to support informed decision-making and business growth. Acts as a subject matter expert on investment-related regulations, policies, and industry best practices. Leads cross-functional teams and manages resources to execute strategic initiatives and achieve business and financial objectives. Drives change management initiatives, including stakeholder engagement, readiness assessment, implementation, adoption, and ongoing optimization.
Requirements
- Typically 10+ years of relevant experience.
- Seasoned professional with a combination of education, experience and industry knowledge.
- Verbal & written communication skills - In-depth / Expert.
- Analytical and problem solving skills - In-depth / Expert.
- Influence skills - In-depth / Expert.
- Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
- Data driven decision making - In-depth / Expert.
Responsibilities
- Lead the evolution and implementation of Centrally Managed Solutions (CMS).
- Partner closely with the US Chief Investment Officer and Head of Investments to deliver innovative investment models and portfolio solutions.
- Provide oversight across key Investment Operations functions, ensuring scalability, efficiency, and operational excellence.
- Collaborate closely with the Head of Investment Platform on operational, regulatory, risk, and strategic matters.
- Serve as the primary liaison with BMO Technology to align investment platform initiatives with enterprise technology capabilities and priorities.
- Analyze complex business issues and drive the development and implementation of effective solutions.
- Contribute to strategic planning and business transformation initiatives.
- Identify emerging trends, risks, and opportunities to support informed decision-making and business growth.
- Act as a subject matter expert on investment-related regulations, policies, and industry best practices.
- Lead cross-functional teams and manage resources to execute strategic initiatives and achieve business and financial objectives.
- Drive change management initiatives, including stakeholder engagement, readiness assessment, implementation, adoption, and ongoing optimization.
Benefits
- health insurance
- tuition reimbursement
- accident and life insurance
- retirement savings plans
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
