Performance Manager- De Novo CA/AZ

Bank of Montreal • Los Angeles, CA

5d

About The Position

The Performance Manager, De Novo Financial Centers drives disciplined execution and accelerates performance across newly established Financial Centers. As a strategic partner to regional and market leadership, the role translates business priorities into practical tactics, expected behaviors, measurable outcomes, and sustainable performance routines. It provides targeted coaching, field-based support, and performance insights to strengthen leader effectiveness and advance launch readiness and early performance.

The role partners with Performance & Sales Effectiveness, regional leadership, Sales Enablement, Design & Delivery, Analytics, Recruiting, Operations, and other teams to support a consistent, repeatable approach to Financial Center launches. It helps leaders improve customer acquisition, colleague readiness, and speed to productivity, supporting Day 1 operational and market readiness and strong early-stage performance.

Requirements

• Demonstrated experience in performance management, sales leadership, retail banking, market leadership, business execution, or a related field.
• Strong understanding of performance drivers, leadership routines, coaching practices, and using data to improve business outcomes.
• Experience translating strategy into practical actions, behaviors, and measurable results.
• Demonstrated ability to coach and influence leaders while maintaining clear accountability.
• Strong analytical and problem-solving skills, including the ability to identify trends and turn insights into action.
• Ability to build relationships and work effectively across functions and organizational levels.
• Strong written and verbal communication, facilitation, and presentation skills.
• Ability to manage multiple priorities in a dynamic, deadline-driven environment.
• Ability to work independently while remaining aligned with regional leadership and enterprise partners.
• Willingness and ability to travel regularly to assigned markets and Financial Centers.

Nice To Haves

• Experience supporting new Financial Center or branch openings.
• Experience in retail banking sales, service, operations, or performance leadership.
• Knowledge of market-level and Financial Center performance measures.
• Experience supporting large-scale change, business transformation, or growth initiatives.
• Experience partnering with senior leaders and cross-functional teams.
• Familiarity with leadership development, colleague readiness, and performance-coaching practices.

Responsibilities

• Partner with Regional Presidents, Market Presidents, and other business leaders to align De Novo priorities with regional and enterprise objectives.
• Translate business strategy into actionable tactics, leadership behaviors, success drivers, and measurable outcomes.
• Establish and reinforce structured performance routines that promote accountability, disciplined execution, and sustained results.
• Review performance data and field observations to identify trends, opportunities, execution gaps, and required actions.
• Provide updates on performance, priorities, risks, and progress through established leadership routines.
• Track commitments and follow up with leaders to ensure agreed-upon actions are completed.
• Provide focused performance support before and after the opening of assigned De Novo Financial Centers.
• Partner with De Novo workstreams to support operational, market, workforce, and leadership readiness.
• Help leaders establish execution disciplines and performance routines from the outset.
• Identify and escalate barriers that may affect launch readiness, customer acquisition, colleague effectiveness, or early Financial Center performance.
• Capture lessons learned and share successful practices to improve the consistency and repeatability of future launches.
• Support strategies that accelerate speed to productivity and contribute to strong Day 1 and early-stage performance.
• Conduct regular coaching sessions with Market Presidents and other designated market leaders.
• Maintain field presence to observe execution, reinforce expectations, and identify performance opportunities.
• Use performance data, observations, and business priorities to provide focused, actionable coaching.
• Document agreed-upon actions and monitor progress toward established outcomes.
• Strengthen leadership capability and accountability without assuming market or Financial Center leadership responsibilities.
• Reinforce client-focused communication, growth priorities, and consistent leadership behaviors.
• Partner with Learning, Sales Enablement, Recruiting, and business leaders to identify readiness and capability needs.
• Provide insights on leadership, staffing, and role-readiness opportunities based on performance trends and field observations.
• Connect leaders to learning, coaching, and enablement resources when knowledge or skill gaps are identified.
• Support adoption of role expectations, performance routines, and execution standards.
• Contribute performance-based observations to talent, hiring, and development discussions.
• Build partnerships across regional leadership, Performance & Sales Effectiveness, Sales Enablement, Design & Delivery, Analytics, Recruiting, Operations, and other De Novo workstreams.
• Coordinate with partners to address performance barriers, capability gaps, and execution needs.
• Promote alignment across teams and clarify ownership of actions and deliverables.
• Share insights and effective practices across regions and Financial Centers.
• Support a collaborative, client-focused culture and an integrated approach to De Novo execution.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses may be part of total compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed