Performance Manager - Southern & Central CA Region

BMO•City of Industry, CA

1d•Onsite

About The Position

This role is responsible for driving regional performance across the Southern & Central California market. The Performance Manager acts as a subject matter expert on marketing and sales force programs, analyzes business opportunities to recommend new strategies, and designs and executes programs to improve sales force effectiveness. The position provides support to employees to achieve business results, acts as a trusted advisor to senior leaders for business decisions and strategic initiatives, and develops an expert understanding of business challenges. The role involves networking with industry contacts, recommending measures to improve organizational effectiveness, and potentially serving on committees. The Performance Manager manages resources, leads the execution of strategic initiatives to meet business and financial goals, and conducts independent analysis to resolve strategic issues. This includes developing business cases, recommending business priorities, advising on resource requirements, and developing roadmaps for strategic execution. The role serves as the primary contact for internal/external stakeholder relationships, defines business requirements for analytics and reporting, and oversees database management in adherence to data governance standards. The Performance Manager breaks down strategic problems, analyzes data to provide insights, monitors performance, and leads change management programs. They also lead the development of communication strategies, collaborate across BMO for consistent messaging, and lead the execution of operational programs. The role involves overseeing the design, implementation, and management of core business processes, as well as the development of tools and training. The Performance Manager gathers and formats data into reports and dashboards, develops and manages business programs, and prepares communications and change management plans for new processes, products, and sales campaigns. They act as a single point of contact during implementation, review program effectiveness, and recommend enhancements. Additionally, the role involves developing sales force and marketing program tools, delivering training, coaching employees, and operating at a group/enterprise-wide level as a senior specialist resource. The Performance Manager influences how teams work together, applies expertise to unique situations, communicates abstract concepts, fosters networks, anticipates trends, and takes measured risks in line with the bank's Risk Management Framework.

Requirements

Typically 9+ years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience.
Program management skills - In-depth.
Change management and leadership skills - In-depth.
Knowledge of process coordination and management - In-depth.
Strong understanding of integrated marketing campaigns.
Sound knowledge of the financial industry.
In-depth financial analysis for marketing programs.
In-depth experience with metrics-based decision making, ROI calculation, market penetration to measure effectiveness of programs.
Experience dealing with advertising agencies and other external marketing partners.
Seasoned expert with extensive industry knowledge.
Technical leader viewed as a thought leader for innovation.
Verbal & written communication skills - Expert.
Analytical and problem solving skills - Expert.
Influence skills - Expert.
Collaboration & team skills; with a focus on cross-group collaboration - Expert.
Able to manage ambiguity.
Data driven decision making - Expert.

Nice To Haves

Market President or Area Leader experience preferred

Responsibilities

Acts as a subject matter expert on specific marketing and sales force programs and applications.
Analyzes business opportunities to recommend new strategies, programs, and tactics.
Designs and executes programs to improve the effectiveness of the sales force, including the development, enhancement, and maintenance of a suite of sales force applications/programs.
Provides support to employees to facilitate the achievement of business results.
Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
Develops an expert understanding of business/group challenges.
Networks with industry contacts to gather competitive insights and best practices.
Recommends measures to improve organizational effectiveness.
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
Conducts independent analysis and assessment to resolve strategic issues.
Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
Acts as the prime contact for internal/external stakeholder relationships, which may include regulators.
Defines business requirements for analytics and reporting to ensure data insights inform business decision making.
Develops and applies the framework for databases; oversees database management in adherence with data governance standards.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Monitors and tracks performance, and addresses any issues.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
Leads/participates in the design, implementation and management of core business/group processes.
Oversees the design, development, and implementation of tools and training required to deliver business results.
Gathers and formats data into regular and ad-hoc reports, and dashboards.
Develops and manages a business/group program.
Prepares or leads execution of communications and change management plans to implement new processes, products, and sales campaigns into the sales force.
Acts as a single point of contact during implementation to prioritize and manage workflows.
Reviews the program for effectiveness, considers industry trends, and recommends enhancements; implements changes.
Develops sales force and marketing programs tools and delivers training programs.
Coaches employees to drive the most business value from sales force and marketing programs.
Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
Influences how teams/groups work together.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
Communicates abstract concepts in simple terms.
Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
Anticipates trends and responds by implementing appropriate changes.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.