Senior Specialist-IC Wealth Management Strategic Initiatives One Client

BMO • Chicago, IL

133d • $102,000 - $190,000

About The Position

The Senior Specialist-IC Wealth Management Strategic Initiatives position at BMO involves providing expertise in the design, development, management, and implementation of assigned projects from business case development through to execution. The role requires working across BMO to deliver specific project/program results in alignment with overall group goals. The specialist will provide strategic input into business decisions as a trusted advisor and make recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. The position also entails acting as a subject matter expert on relevant regulations and policies, networking with industry contacts to gain competitive insights and best practices, and managing multiple programs/projects simultaneously while resolving conflicting priorities. The specialist will help determine business priorities and the best sequence for executing business/group strategy, keeping stakeholders informed of messages, recommendations, decisions, processes, and progress. Building effective relationships with internal/external stakeholders is crucial, as is ensuring alignment between stakeholders. The role includes defining business requirements for analytics & reporting to ensure data insights inform business decision-making, developing and applying the framework for databases, overseeing database management in adherence with data governance standards, and monitoring and tracking performance while addressing any issues. The specialist will lead change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Collaboration across BMO to develop communications strategies and ensure consistency of messaging is essential to positively influence or change behavior. The execution of programs and initiatives will be led by the specialist, who will assess and adapt as needed to ensure quality of execution. The role also involves acting as a relationship manager on assigned projects/programs, ensuring alignment to overall enterprise and group goals, and collaborating with internal & external stakeholders to provide business context in the design, development, and implementation of programs & solutions. The specialist will break down strategic problems, analyze data and information to provide insights and recommendations, drive cross-business/group coordination, and provide logistical support for the implementation of change. The position operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders, applying expertise and thinking creatively to address unique or ambiguous situations and find solutions to complex and non-routine problems. The specialist will implement changes in response to shifting trends and may have broader work or accountabilities assigned as needed.

Requirements

• Typically 7+ years of relevant experience.
• Post-secondary degree in related field of study or equivalent combination of education and experience.
• Broad knowledge of Bank products, services, and organization.
• In-depth/expert knowledge of the wealth management and/or financial industry.
• Seasoned professional with a combination of education, experience, and industry knowledge.
• In-depth / Expert 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.
• Ability to manage ambiguity.
• In-depth / Expert data-driven decision-making skills.

Responsibilities

• Provide expertise in the design, development, management, and implementation of assigned projects.
• Deliver specific project/program results in alignment with overall group goals.
• Provide strategic input into business decisions as a trusted advisor.
• Make recommendations to senior leaders on strategy and new initiatives.
• Act as a subject matter expert on relevant regulations and policies.
• Network with industry contacts to gain competitive insights and best practices.
• Manage multiple programs/projects simultaneously and resolve conflicting priorities.
• Determine business priorities and best sequence for execution of business/group strategy.
• Keep stakeholders informed of messages, recommendations, decisions, processes, and progress.
• Build effective relationships with internal/external stakeholders.
• Ensure alignment between stakeholders.
• Define business requirements for analytics & reporting.
• Develop and apply the framework for databases; oversee database management.
• Monitor and track performance, addressing any issues.
• Lead change management programs of varying scope and type.
• Collaborate across BMO to develop communications strategies.
• Lead the execution of programs and initiatives; assess and adapt as needed.
• Act as a relationship manager on assigned projects/programs.
• Collaborate with internal & external stakeholders to provide business context.
• Break down strategic problems and analyze data to provide insights and recommendations.
• Drive cross-business/group coordination and logistical support for change implementation.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree