Managing Director & Head, Capital Markets Client and Employee Enablement

Bank of Montreal•New York, NY

12d•Onsite

About The Position

This role calls for a senior leader with deep capital markets expertise and a proven ability to design and lead operating models that support critical client enablement and transformation projects. The mandate spans client onboarding and offboarding, KYC/AML, client tax governance, client reference data, and broader client journey (one client, franchise client support) and other transformation projects. The successful candidate will balance client, employee, business, and regulatory priorities while delivering scalable solutions that enhance experience, improve efficiency, and strengthen control.

Requirements

15+ years of relevant experience in capital markets, operations, or enablement
Proven track record leading transformation, including operating model redesign and technology implementation
Ability to translate complexity into clear, actionable strategies
Results-oriented with the ability to manage multiple priorities and execute with clarity and confidence
Exceptional stakeholder management, influencing, and negotiation skills

Nice To Haves

Advanced degree (e.g., MBA) or equivalent experience preferred

Responsibilities

Lead a global team of 100+ professionals across North America, Europe, and Asia
Oversee a meaningful operating budget
Serve on the Capital Markets COO leadership team and contribute to business strategy and performance
Partner with Investment & Corporate Banking and Global Markets to align enablement priorities with business needs
Lead operating model, technology, and client onboarding initiatives that deliver business, operational, and financial outcomes
Provide business leadership for client lifecycle technologies, market data, and related vendor selection and BAU management
Identify risks, control gaps, and process inefficiencies, and implement sustainable improvements
Track performance against productivity benchmarks and drive operational excellence
Liaise with internal audit, regulators, and risk functions as needed
Demonstrate expertise in Capital markets, including client structures, products, and service expectations
Demonstrate expertise in The client lifecycle and leading practices in service delivery
Demonstrate expertise in Legal and regulatory requirements, including KYC/AML, due diligence, and financial crime prevention
Demonstrate expertise in Operating model design and process improvement in complex, controlled environments
Demonstrate expertise in Vendor contract structuring to achieve strong outcomes for BMO stakeholders
Lead a global organization across multiple functions and levels of seniority
Build high-performing teams aligned with business priorities
Influence and collaborate across the bank to deliver integrated outcomes
Attract, retain, and develop talent, with a focus on succession planning
Drive performance through clear expectations, coaching, and accountability
Demonstrate strong understanding of transaction complexity and associated risks across credit, market, operational, AML/financial crime, legal/compliance, reputational, and jurisdictional dimensions
Ensure risks are identified, assessed, and managed in line with the bank’s risk appetite
Balance client, business, and risk considerations in recommendations and decisions
Maintain accountability for effective risk and compliance reporting
Embed risk management, internal controls, and compliance into day-to-day operations