VP, Strategy & Business Management, Equity Derivatives

Bank of Montreal•New York, NY

3d•Onsite

About The Position

BMO Capital Markets is seeking a Vice President, Strategy & Business Management to support the continued growth, performance, and operational effectiveness of the Global Equity Derivatives (GED) business. Reporting to the Managing Director, Strategy & Business Management for GED, the Vice President will execute key elements of the business strategy, performance management, governance, and priority initiatives. Guided by the Managing Director, the Vice President will operate independently within assigned responsibilities and connect the front office with Finance, Risk, Operations, Technology, Legal, Compliance, Client Onboarding, Product Control, and other partners to drive disciplined execution across the franchise. Global Equity Derivatives comprises Equity Options; Corporate Derivatives, including Convertibles and Preferreds; Structured Notes; and Exchange-Traded Notes (ETNs). The role provides broad exposure to products, functions, and senior leaders while helping scale a growing global franchise.

Requirements

Undergraduate degree in Business, Economics, Finance, or a related discipline.
5-8+ years of experience in Capital Markets, Global Markets, Business Management, Finance, Product Control, Operations, or a related function.
Understanding of equity derivatives, structured products, listed options, convertibles, preferred securities, or exchange-traded products.
Experience leading cross-functional initiatives and driving outcomes in a complex, matrixed environment.
Strong commercial mindset and the ability to connect strategy, financial performance, risk, and execution.
Excellent analytical, financial modeling, problem-solving, and business case development capabilities.
Ability to manage competing priorities, exercise sound judgment, and escalate issues effectively.
Advanced proficiency in Excel and PowerPoint; experience with management reporting, data visualization, and analytics tools.
Exceptional written and verbal communication skills, including the ability to distill complex topics for senior audiences.

Nice To Haves

MBA, CFA, CPA, CA, or an equivalent professional designation is considered an asset.

Responsibilities

Partner with the Managing Director to shape and execute GED’s strategic agenda, translating enterprise and business priorities into actionable plans, measurable outcomes, and effective governance.
Prepare board, management committee, business review, and executive materials that synthesize financial, operational, risk, and strategic information into clear insights and recommendations.
Support financial performance management through P&L reviews, revenue and expense analysis, forecasting, variance analysis, business cases, and performance commentary.
Provide analysis, constructive challenge, and execution support to senior leaders on strategic priorities, investment decisions, risks, and opportunities.
Lead strategic, regulatory, operational, and technology initiatives from planning through implementation, establishing clear objectives, milestones, dependencies, accountabilities, and measures of success.
Support growth initiatives and new product launches by coordinating front-office requirements and aligning stakeholders across enabling functions.
Improve scalability, client experience, data quality, controls, workflow efficiency, and operational resilience through automation, analytics, artificial intelligence, and process redesign.
Provide transparent reporting on initiative status, financial commitments, risks, decisions, and actions required from management.
Develop and maintain management reporting on financial and operating performance, business activity, service levels, risk indicators, and franchise priorities.
Analyze trends and performance drivers, identifying emerging risks and opportunities to support timely decisions.
Serve as a liaison between the front office and enabling functions to resolve issues affecting clients, trading activity, revenue generation, or risk management.
Partner across Sales, Trading, Structuring, Finance, Risk, Operations, Technology, Legal, Compliance, Client Onboarding, and Product Control to improve processes and execution across the trade lifecycle.
Use operational metrics and exception reporting to identify process gaps, control weaknesses, and opportunities to improve the client and employee experience.
Support the global business’s governance and control framework, including risk assessments, control reviews, audits, and regulatory examinations, as applicable.
Track and escalate operational, regulatory, conduct, and reputational risks, coordinating remediation and monitoring action plans through closure.
Maintain clear documentation of business processes, controls, policies, and procedures.