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Director of Fund Development
The Alex, Calgary, Alberta
Who We AreThe Alex is a non-profit health and social services organization that has provided integrated and accessible supports and thoughtful, comprehensive care to Calgarians for almost 50 years. With a full complement of health, housing, and community programs, the Alex is a hub of supports and outreach services for people who are experiencing poverty, trauma, social isolation, or health challenges including addiction. What You Will DoReporting to the CFO, the Director, Fund Development will create and implement a robust fund development strategy to develop and foster meaningful relationships with employees, donors, government funders and the community. This position is instrumental in charting the organization’s course in philanthropy and securing charitable contributions to support The Alex’s mission and vision.Collaborate with Senior Leadership Team to develop short- and long-range fund development plans and programs that support the organization’s values, mission, and general objectives.Evaluate, adjust, and develop fundraising strategy, plans and engagement activities to meet financial needs and increase stakeholder support.Designs and implement best/next practice impactful, cost-effective fund development and major gift programs, ensuring solid return on investment.Manage and research donor prospect lists, prepare materials and provide support to staff, board members, and volunteers for solicitations.Ensures there is a communications strategy and work plan to support fundraising and engagement strategies and activities. Provide general oversight of fund development activities and manage the day-to-day operations of The Alex’s development function.Develop and implement project management systems that accurately monitor and prioritize prospect potential & activity, return on investment of events and rate of return on team activity. Provide regular reports to track funds raised, potential prospects, and future activities.Oversee process of communicating reporting requirements to Research and Operations teams to ensure funders receive appropriate data on program/project achievements and statistics in alignment with funding agreements.Create opportunities, both proactively and responsively, to engage in dialogue with community stakeholders to allow The Alex to listen, learn and share information in alignment with organizational goals.Supports attainment of the organization’s fund development goals through the selection, development, motivation, and evaluation of human resources, both professional and volunteer.Works with the CEO and leadership volunteers to enable the board and its members to fulfill their fund development roles. Facilitates the optimum interaction between management and volunteers.Keep informed of changing landscape of government, business and community support for non-profit social service and health initiatives, adjusting strategy and activity to maximize opportunities.Maintain ongoing knowledge of best and emerging practices in philanthropy and fund development as well as the general fields of management and the not-for-profit sector.Practice ethical fundraising, aligned with the mission and values of The AlexWhat You BringMinimum of 5 years (non-profit) leadership experience, demonstrating increasing responsibility to a senior level with significant fund development and community engagement accountabilities with additional 10 years non-profit or fund-raising experience. Social services and/or health-related sector experience is an asset.Degree in communications, business, sales, social sciences, non-profit leadership or related field.  A combination of experience and education will be considered.Certified Fund Raising Executive Preferred. Experiencing achieving fund raising targets of 10 million+ Strong not-for-profit fund development knowledge including: Canada Revenue Agency (CRA) rules and guidelines regarding fundraising in Canada and specifically Alberta;AFP Code of Ethics and Standards of Practice and the Imagine Canada’s Code of Ethical Conduct;Donor management software (CRM), digital fundraising and peer to peer platform experienceCertification in Project Management an asset The position is based out of our Franklin Station main Community Health Centre location. Occasional travel within the city will be required. Occasional evening and weekend hours will be required for special projects, events, and deadlines in service to the organization’s mission.This position will remain open until a suitable candidate is found. We thank all applicants for their interest, however, only those selected for an interview will be contacted.  For further information about The Alex and its programs, we encourage you to visit our website at www.thealex.ca  
Director, Global Markets
BMO, Toronto, ON
Application Deadline: 04/28/2024Address:100 King Street WestBMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets Mandate: Reporting directly to the Head of Tactical & Accrual Trading, the PM is expected to be market focused; develop and execute trading strategies in various fixed income sectors; take calculated proprietary risk and make effective trading decisions within the context of the strategic investment plan as set forth by the business heads and leads of Global Markets.The PM should have a background in quantitative or technical analysis with a particular focus in liquid markets. The PM should have an established trading/investment strategy within the space while bringing a proven track record from similar proprietary risk taking experiences. Strategies or Asset Classes may include, but are not limited to:US Treasuries or Other Government BondsFixed Income Spread ProductsDerivatives (i.e. interest rate based or other)Volatility Based StrategiesFXThe PM is accountable for developing and implementing portfolio strategies which achieve target risk and return profiles for the Global Markets Investment and Liquidity Portfolio's. These strategies can cross multiple fixed income asset classes, and span the capital stack in terms of liquidity and credit risk. The role requires a deep understanding of fixed income investing and demands a focus for optimizing a portfolio based on ongoing market conditions.The role is expected to work closely with all Global Markets teams, and with the other Investment PM's in ensuring both macro and idiosyncratic risk is aligned globally, however the individual PM is responsible for their own risk sleeve and mandate. This person is expected to maximize profit while prudently minimizing the bank's exposure for liquidity needs and adhering to regulatory statutes. The role is expected to work closely with Internal and External clients and partners. This includes working closely with risk/product control to ensure all investing strategies adhere within the defined guidelines. Knowledge & Skills: Experience with quantitative (or technical) based investment strategies, including designing and implementation of such strategies. Minimum of 5-10 years of experience in trading and managing risk within Fixed Income markets, preferably in a proprietary or direct investment decision capacity role.Ability to cultivate relative value and trading ideas across Fixed Income asset classes which are executed using prudent risk management.Advanced degree or equivalent experience in financial services, accounting or legal fields.Must successfully complete the external regulatory exams, licenses required to be considered a registered member and senior officer of the firm.Having some knowledge of North American and International investment banking business and regulations is preferred but not required.Knowledge of credit issues and industry trends in various client sectors throughout the US, Canadian and International market.Support the execution of operational/tactical strategies for the trading business which will ensure achievement of short and long term objectives in the Canadian and U.S. marketplaces.In depth knowledge of credit derivatives and interest rate derivatives.Hedge accounting and accrual accounting familiarity would be a plus but not requiredResults oriented and able to adapt to situations quickly.Strong ability to think conceptually and to achieve both short and long term business results.Highly developed written and oral communication.Personable and able to function in a team environment.Compensation:$150,000 to $175,000Grade:8Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Director, Construction Administration - Bridges, Highways & Roads Ontario
WSP Canada, Toronto, ON
WSP is currently seeking a Director, Construction Administration - Bridges Highways & Roads Ontario for our Transportation business line. This position provides leadership and strategic direction for the Construction Administration division across Ontario. Reporting to the Vice President Bridges Highways & Roads, the Director is responsible for approximately 73 technical staff and revenues of $10.5 million CAD.The role is primarily responsible for people leadership, financial performance, project delivery, organic growth, client services, safety, and staff performance management for the Construction Administration division across Ontario. This role ensures the coordination of efforts across offices and other business lines, developing plans, programs, and organizational objectives to enhance margins, workforce utilization, and cash generation, enabling the growth of the business and ensuring client satisfaction. All activities are undertaken in support of the WSP Canada strategic plan. Why choose WSP? We value and are committed to upholding a culture of inclusion and belonging Our Flexible Work Policy - we recognize the importance of balance in our lives and encourage you to prioritize the balance in yours. We will support you on and off the job so you can be fully present in both your work and home lives. A Canadian success story - we're proud to wear the red and white of this beautiful country and show the world what Canada has to offer. Enhance the world around you - from the environment to the highways, to the buildings and the terrain, WSP is the fabric of Canada. Outstanding career opportunities - we're growing and pushing ourselves every day to be greater than yesterday - we're open to your ideas and trying new things. A phenomenal collaborative culture and a workforce filled with genuinely good people who are doing humbly important work. Come find out for yourself what it's like to be a part of our journey. We offer attractive pay, flexible work options, a great corporate culture, comprehensive and employee-focused benefits including virtual healthcare and a wellness platform as well as great savings programs, and a clear vision for the future. #WeAre WSP What you can expect do here: Accountability and responsibility for the overall performance of the Construction Administration division in Ontario, including meeting established revenue and profitability targets. Provides effective leadership by inspiring and engaging all managers, project managers, and professional/specialist individual contributor employees towards achieving the short-term and long-term objectives of the business line, as reflected in the WSP Canada strategic plan, business line's strategic plan, and the division's operating plan and targets Manages the implementation of the operating plan and its objectives for the Construction Administration division in Ontario, with primary efforts focused on project delivery excellence, financial performance, and adherence to the business line's strategic plan and organic growth; Works and collaborates with Managers as part of the Discipline management team, to establish discipline-specific strategies, budgets, goals, and objectives consistent with, and supportive of, broader Business Line and Corporate strategies. Senior responsibility for managing and developing employees in accordance with WSP core values, the performance management program and the job architecture and job family structure, including supporting the identification and retention of, and investment in, top talent; Provides leadership to sustain a culture of continuous improvement and client satisfaction. Upholds the company's core values and maintain Health and Safety at the highest level. Senior responsibility for optimizing the performance of the Construction Administration division in Ontario, including, project margin, staff utilization, DSO, and general administration costs; Defines contracting strategies, commercial terms, and measures to manage and mitigate risk during key pursuit processes including interacting directly with customers during negotiations; With support from the corporate legal team, provides guidance and direction to managers to ensure operational and project delivery excellence; Conducts regular project reviews to ensure budget, schedule, risk, and cost to complete estimates are in order; Guides and directs project management employees on measures to mitigate project performance issues and risks, ensuring successful delivery on the contractual commitments and financial targets for the project portfolio to meet client expectations and achieve or exceed profitability targets for the business line; Collaborates closely with the finance, quality, legal/risk, and project delivery shared services to advance project management tools such as project status reports, ensuring the design meets business line requirements and proper deployment and utilization within the business line; Promotes collaboration within the business line and across offices to ensure effective resource sharing, workload/resource balancing and to bring the best the business line has to bear to meet the needs of clients; Monitors business development investments to deliver acceptable returns on the investments, aligned with the business line strategy and its backlog and sales targets; What you'll bring to WSP: Advanced leadership and communication abilities, notably capable of inspiring, engaging, and influencing a high caliber team to drive a business to higher performance levels and seize the opportunities presented internally and in the market, to the benefit of a wide body of stakeholders (including, but not limited to: clients, employees, shareholders, partners, suppliers, and society at large); Strong civil engineering professional services business acumen, likely demonstrated through prior successful experience in a large scope civil engineering management role; 10+ years' experience working in a construction administration and project management capacity on construction administration assignments for public sector clients; Experience in construction administration for the Ontario Ministry of Transportation (MTO) is considered an asset; 5+ years' experience managing and mentoring a large team of technical staff; University degree in Civil Engineering; Eligible for a Professional Engineer license in Ontario; Advanced ability to communicate effectively (verbal, written, and executive presentations) with the internal and external clients and stakeholders, and build well-developed teams and positive relationships; Strong negotiation, communication and customer relationship skills are essential; Excellent technical, interpersonal and teamwork skills; The ability to successfully lead with little direction to meet organizational goals; Experience within an engineering consulting environment (is preferred); WSP is one of the world's leading professional services firms. Our purpose is to future proof our cities and environments. We have over 65,000 team members across the globe. In Canada, our 12,000+ people are involved in everything from environmental remediation to urban planning, from engineering iconic buildings to designing sustainable transportation networks, from finding new ways to extract essential resources to developing renewable power sources for the future. At WSP: We value our people and our reputation We are locally dedicated with international scale We are future focused and challenge the status quo We foster collaboration in everything we do We have an empowering culture and hold ourselves accountable Please Note:Health and Safety is a core paramount value of WSP. Given the importance of keeping one another safe it is expected that you comply with our Health, Safety & Environment (HSE) policy at all times as well as client HSE policies when working at client locations. Offers of employment for safety-sensitive positions involving fieldwork are contingent upon candidates being able to perform key physical tasks of the job as described in the job posting and interview. This may include the ability to work in a variety of environmental conditions, such as remote or isolated areas, working alone, and in inclement weather (within safe and reasonable limits). WSP welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. WSP is committed to the principles of employment equity. Only the candidates selected will be contacted. WSP does not accept unsolicited resumes from agencies. For more information please READ THE FULL POLICY.
Director, Products and Hedging Solutions
Aon, Toronto, ON
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our PathWise Solutions Group (PSG) business group within Aon Reinsurance, in Toronto, Ontario. As a Director, Products and Hedging Solutions, you will report directly to the Managing Director, Consulting. This is a hybrid role with the flexibility to work both virtually and from our Toronto office. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Lead Treasury Services including Stock Repurchase and FX hedging strategies. Supervise the development and implementation of innovative hedging and asset management strategies in PathWise to effectively manage complex exposures that combine Actuarial, Financial, and Capital Market risks. Lead the development- of sophisticated financial asset and liability models in PathWise to support various investment management and risk management projects. Lead quantitative research projects that support investment decision processes, utilizing quantitative skills, such as time series regressions, optimization, Monte Carlo simulation, and data visualization techniques. Lead the development of Economic Scenario Generators used in the valuation of financial assets and insurance liabilities. Further the development of robust processes for hedging, strategic asset allocation, scenario generator calibration and insurance company financial reporting. Provide expert analytical support to portfolio managers, traders, and risk managers on the risk, return and transaction cost/market impact of investment portfolios and strategies. How this opportunity is different This position will lead the Treasury and Hedging Solutions services provided by the PathWise Solutions Group (PSG) at Aon. The core responsibilities include leading and supervising the development and analysis of stock repurchase, FX hedging and asset allocation strategies in the PathWise platform and designing new financial models and processes within the system. Skills and experience that will lead to success Strong analytical and problem solving skills 10+ Experience as a risk analyst at a bank or investment management firm Experience with Accelerated Stock Repurchase (ASR) and Enhanced Open Market Repurchase (eOMR) programs at a bank Expert Knowledge of equity derivatives, cash and FX markets Expert knowledge of market microstructure: liquidity, price formation & discovery, transaction & timing costs Graduate degree in a quantitative discipline (Financial Engineering, Mathematical Finance), PhD preferred. Expert knowledge of financial assets including exotic derivatives and their valuation models Expert knowledge of stochastic interest rate and equity models Knowledge of statistics, finance and economics Strong numerical technique skills in PDE, optimization, time series analysis and Monte-Carlo simulation Expert programming skills in Python Experience implementing quantitative finance libraries in Python or C++ Strong communication skills for heavy team and client interactions Ability to work well in a fast-paced environment with changing priorities Experience working with financial software packages such as Numerix, FinCAD a plus How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected] #LI-DR1 2535136
Director - Equipment Finance
BMO, Toronto, ON
Application Deadline: 04/12/2024Address:100 King Street WestFacilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.Participates and provides leadership in Bank and community activities to increase Bank's brand visibility and to enhance new business opportunities.Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.May coordinate closing with closing department, clients and attorneys.Serves as a daily escalation resource to ensure client expectations are met or exceeded.Advises clients on loan products, options, rates, terms and collateral requirements.May advise business clients on cash management/deposits solutions.Advises clients, where possible, on business management and other financial matters.Develops and manages Commercial banking relationships, plans for prospective clients;may include focused calling and pipeline management activities.Acts as the prime subject matter expert for internal/external stakeholders.Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.Monitors and tracks performance, and addresses any issues.Ensures proper documentations for loans and cash management services.Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing.Evaluates and structures loan requests, determining appropriate documentation for Approved loans.Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations.Follows up after closing to insure all documents are completed and filed.Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.Gathers data to advance sale process and completes all required documentation.Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.Tracks implementation requests to keep the process on track with timelines.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Ensures accurate billing to clients.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Director Regional Sales, ETFs - BMO Global Asset Management
BMO, Toronto, ON
Application Deadline: 04/21/2024Address:100 King Street WestJob Description:Please note - strong derivatives experience is an asset for this roleRole Mandate: The Director, Regional Sales ETFs is responsible for selling and servicing BMO ETFs and ETF-based mutual funds in an assigned geographic region, assisting BMO GAM in meeting annual plan sales and revenue targets.The role is responsible for developing sales of BMO ETFs and related ETF based products through direct sales activity and through multi-channel partnerships in the assigned region. A core component of the position is creating effective partnerships with the assigned BMO Global Asset Management Regional Sales Managers (RSMs). The ETF Specialist role provides the RSMs with sales support, promotional assistance and education on BMO ETFs and other BMO ETF related products. Key Dimensions Sales and Service Relationship Management Planning Accountabilities: Sales and ServiceDrive sales of BMO ETFs in conjunction with a cohort of RSM's to meet and exceed annual plan targetsFoster a sales culture of goal achievement and superior customer satisfaction;Coordinate BMO ETF sales activities within the assigned regionProvide ongoing sales support and product specific training to the assigned region's RSM teamPartner with each of the region's RSM's to assist them in their individual BMO ETF sales effortsAssist each of the Regional RSMs in achieving their sales targetsChampion all opportunities to enhance local financial advisors' BMO ETF product knowledge; represent and promote BMO ETFs and ETF-based products at conferences and forums.This role further collaborates with the BMO's multi-channel sales partners (Retail and Discount channels) to act as the subject matter expert with regard to BMO ETF products.Relationship ManagementCreate and manage advisor relationships within the assigned region to ensure optimum representation of BMO ETF solution set and products.Develop a database of qualified financial intermediaries within the region who have the potential to sell BMO ETF products.Develop and maintain strong relationships with third party referral sources (i.e. brokers/dealers) to maximize BMO ETF market presence and increase our market share.Provide subject matter expertise to the senior sales management team on market conditions and trends to maintain a high level of environmental awareness.Ensure a thorough understanding of competitor activities to identify potential opportunities and threats.Planning & StrategyImplement the national sales plan within the geographic sales region including preparation and implementation of an annual territory business plan including promotional budget, to meet annual growth and retention targets.Provide strategic direction and business planning for BMO ETF products within the region.Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives.Communicate regularly with sales management on regional sales strategies, priorities, sales targets, performance standards, marketing plans and accomplishments.AuthoritiesThe role has authority to access and utilize all ETF product and Financial information (where applicable)Cross-functional Relationships:Sales & Service - The role has authority to request and apply product knowledge information from other functional areas of BMO Global Asset Management as required in order to serve customersCoordinating - This role works with other areas of BMO Financial Group as needed to help generate ETF and other sales, and liaises with external network groups to understand the competitive landscape and other company product offerings, and to improve product offeringsScope and Impact:This role has direct impact on the achievement of key LOB objectives. Key numerical measures are as follows:Annual Sales Plan: ETF ProductsAnnual Sales Plan: Funds of ETFs.Individual and team growth in knowledge of ETF solutions and products Knowledge: Undergraduate University Degree in Business or FinanceMinimum 5 years of brokerage, financial planning or related investment sales experience, including minimum 2 years in a wholesaling or related rolePFP or CFP or CIM or FCSI or CFAIn-depth knowledge of investment products and markets, including competitive market and trendsIn-depth knowledge of sales strategiesAbility to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issuesSkills:Exceptional sales & customer service orientation skillsProven investment sales successExceptional networking, presentation, facilitation and relationship building skillsExceptional interpersonal and communication skillsSound business planning and organization skills and ability to manage multiple prioritiesSelf-motivated and proactiveWorking conditions:Extensive travel is requiredExtended hours and periodic weekend requirements, based on local market needs of sales workforceMay be required to work from home office in designated geographic areaGrade:8Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Director, Risk and Capital Solutions
BMO, Toronto, ON
Application Deadline: 04/17/2024Address:100 King Street WestBMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarketsAssists in the sourcing, structuring and portfolio management of a variety of risk management and credit portfolio management tools in line with the Risk & Capital Solutions mandate and Capital Markets strategy. Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to internal businesses and investor clients. As a team member, interacts with Management across BMO and BMO Capital Markets, and all strategic product areas in supporting the senior professionals in developing the most appropriate risk hedging and capital optimization transactions, pitches to clients, and winning new mandates. These efforts have significant financial implications to clients and to the Business Unit as well as the overall growth of the business.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Develops and leverages relationships across businesses, senior leaders and clients to foster and support coordination.Uses analytical skills (probability, statistical inference, etc.) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.Develops and maintains financial models and databases.Develop high quality presentations for and support interactions with CM management, potential investors and hedging / insurance counterparties.Develops and maintains an understanding of and proficiency in using all required systems and models (including LTS/APMS, IDP/CDM, Adaptiv, TraderEH).Helps colleagues with the presentation of information and preparation of proposals for their review.Assists colleagues in the research and resolution of administrative/operational issues.Understands the complexity of transactions and related risk (credit, market, operational, legal / compliance, etc.).Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determines acceptable solutions.Understands the needs of clients (internal and external) and provides relevant ideas and opinions to generate recommendations and deliver an outstanding client experience.Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations.Uses good judgement in meetings/speaks up with ideas/communicates ideas effectively/asks good questions.Identifies opportunities for increased efficiency and improved service to internal and external clients and acts as a positive change agent to drive improved efficiency and effectiveness.Develops and maintains fluency with corporate policies, Bank Capital rules and Capital relief techniques. Additional knowledge of Insurance capital rules also beneficial.Reads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needs.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:8-10 years of relevant experience at a financial institution in Capital Markets with emphasis on Investment and Corporate Banking, Trading Products, Private Credit, Structured Credit, Regulatory Capital, Funding Management or Credit Portfolio Management.Post-secondary degree in Finance/Accounting/Economics/Mathematics/StatisticsCFA / FRM would be an assetDeep knowledge of US, Canadian and International corporate finance and credit markets (e.g. lending, private credit, structured credit) including investment banking, lending practices, syndication / origination process, credit documentation, lending operations and regulatory best practicesKnowledge of credit and capital management issues and industry trends in various client sectors throughout the US, Canadian and International market.Demonstrated high performance in previous portfolio management and/or structuring rolesStrong sense of intellectual curiositySignificant deal structuring or credit portfolio management experienceExpert level relationship management and interpersonal skills and the ability to strategically and ethically leverage these relationshipsExcellent ability to advocate persuasively and negotiate with influence when conducting business with peers and clientsExceptional managerial leadership skills, especially in adapting and leading changeExceptional analytical skills including financial, legal, regulatory, economic, and business analysis and the ability to apply these concepts to the daily functions of the businessAble to deliver clear, effective communication and take responsibility for understanding othersAble to exercise independent thought and judgement and adapt to new tasks with little noticeAble to prioritize competing responsibilities working in a fast-paced, results-oriented work environmentStrong focus on meeting client needsAble to excel in a team environmentStrong risk management skills, fundamental analysis skills and leadership abilitiesSolid financial modelling and data management abilitiesTechnical proficiency gained through education and/or business experience.Must successfully complete external regulatory exams and licensing requirements, as determined by the Managing Director & HeadVerbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Compensation and Benefits:$175,000 CADGrade:8Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Director, Lending Fraud Strategy & Business Consulting (Hybrid)
BMO, Toronto, ON
Application Deadline: 03/30/2024Address:100 King Street WestThe Financial Crimes Unit (FCU) brings together our Cybersecurity, Fraud, Physical Security and Resilience Planning capabilities to address the ever-growing and increasingly complex global security environment. It is a highly collaborative effort that greatly enhances BMO's ability to rapidly prevent, detect, respond to, and recover from all security & crisis threats. This position offers a unique experience to learn from experienced leaders in the industry, join a team building the 21st century model for security and helping grow the good by protecting our customers and communities. Looking for deep expertise in product knowledge, specifically with mortgages and other Canadian banking retail lending products.Lending experience - PreferredFraud experience - PreferredHybrid roleAre you a seasoned fraud leader who keep up with current/emerging threats and the latest trends in lending fraud prevention?We are looking for a Director of Lending Fraud Strategy & Business Consulting to lead a team of fraud experts responsible for the development and implementation of fraud strategies in our Retail Lending segment, while managing relationships with the Lines of Business/Operating Groups. The Director works with stakeholders to deliver project/program/initiative business results in alignment with overall Financial Crimes Unit's and Line of Business' goals. Provides fraud subject matter expertise specific to retail lending products across the full fraud management cycle, and in particular, in the design, development, management and implementation of projects from business case development through execution.Focuses Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. primarily on new build or significant enhancement to existing work, systems, processes, etc. Usually large scale, high complexity initiatives impacting multiple lines of business.Develops an expert understanding of business/group challenges.Influences and negotiates to achieve business objectives.Identifies emerging issues and trends to inform decision-making.Recommends and implements solutions based on analysis of issues and implications for the business.Acts as a subject matter expert on relevant regulations and policies.Networks with industry contacts to gather competitive insights and best practices. Recommends measures to improve organizational effectiveness.Provides coaching on complex strategic and business issues and facilitates processes to reach effective resolution.May consult to or serve on various committees and task forces.Recommends business priorities, advises on resource requirements and develops roadmap for strategic executionDevelops the business case by identifying needs, analysing potential options and assessing expected return on investment.Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals; assesses and adapts as needed to ensure quality of execution.Acts as the prime contact for internal/external stakeholder relationships, which may include regulators.Keeps stakeholders informed of messages, recommendations, decisions, process and progress.Interacts with various BMO groups to ensure strategy and initiatives meet enterprise governance requirements.Defines business requirements for analytics & reporting to ensure data insights inform business decision making.Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.Leads change management activities, ensuring cross business/group coordination and logistical support for the implementation of change.Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and subject matter expertise for project/program/initiative design and to incorporate the needs of the business to ensure smooth, effective implementation and the achievement of anticipated benefits.Conducts analysis required to inform strategic recommendations and considers the "big picture" when assessing whether or not a course of action is advisable in terms of the group and enterprise goals.Collaborates with internal and external stakeholders to provide business context in the design, develop and implementation of programs and solutions.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Utilizes standard project management methodology to manage solution planning, implementation, sustainment, and evaluation of initiatives.Documents business requirements, processes, and test scenarios; completes testing as required.Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery.Breaks down strategic problems, analyzes data and information to provide insights and recommendations.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. May include assisting with training sessions and delivering/disseminating training and/or learning materials.Work with stakeholders to identify project/program/initiative critical success factors and integrate appropriate cost, quality, and risk mitigating strategies into change plans.Designs and produces regular and ad-hoc reports, and dashboards.Monitors and tracks performance, and addresses any issues.Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery.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.Qualifications:Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Relationship management and influence skills-Expert.Project management skills-Expert.Technical leader viewed as thought leader for innovation.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.Grade:9Job Category:People Manager / GestionnaireWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Director, US Retirement Technology Application Support
Manulife Financial Corporation, Toronto, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionThe opportunityJoin our dynamic team as the Director of Application Support for US Retirement. In this role, you will oversee the seamless operation of all applications supporting US retirement services, ensuring high availability, reliability, and performance. Day-to-day tasks include leading a team of application support specialists, solve technical issues, implementing system enhancements, and collaborating with multi-functional teams to optimize processes and workflows. Your expertise will be instrumental in maintaining our competitive edge in the retirement services industry. ResponsibilitiesLead and mentor a team of application support specialists to ensure efficient resolution of technical issues.Monitor application performance and proactively identify areas for improvement to enhance user experience.Collaborate with software development teams to implement system upgrades and enhancements.Develop and maintain standard operating procedures for application support processes.Serve as a point of escalation for complex technical issues, proactively communicate with collaborators, and provide timely resolutionCoordinate with collaborators to prioritize support activities based on business needs and impact.Conduct regular audits of application configurations and security protocols to ensure compliance with industry standards.Continuously assess and improve support processes to streamline operations and improve efficiency. Advance ITIL (Information Technology Information Library) practices, which includes Service Operations (incident management, problem management), Service Design (Service levels, Availability, Capacity, Continuity) and Service Transition (Change Mgmt., Release mgmt.) Produce management reporting on KPIs, Service levels and other key metrics critical to maintain system health and availability.How will you create impact?As the Director of Application Support, you will play a pivotal role in ensuring the smooth functioning of critical applications supporting our US Retirement services. By leading a dedicated team and implementing standard methodologies, you will contribute to the overall success of our retirement offerings, driving customer satisfaction and retention. Your strategic approach to application support will optimize workflows, reduce downtime, and ultimately enhance the competitiveness of our services in the market. What motivates you?You obsess about customers, listen, engage and act for their benefit.You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.You thrive in teams and enjoy getting things done together.You take ownership and build solutions, focusing on what matters.You do what is right, work with integrity and speak up.You share your humanity, helping us build a diverse and inclusive work environment for everyone.What we are looking forBachelor's degree in Computer Science, Information Technology, or related field; Master's degree preferred. 10 + years of experience in application support, with at least 3 years in a leadership role.Proven track record of managing complex application environments and leading impactful teams.Solid understanding of retirement industry regulations and compliance requirements.Expertise in solve and resolving technical issues in a fast-paced environment.Superb communication and interpersonal skills, with the ability to collaborate effectively across departments.Experience with ITIL or other IT service management frameworks preferred.Certifications such as ITIL, PMP, or SAFe are a plus.Ability to thrive in a dynamic, customer-focused organization with a commitment to excellence.What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to youValues-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all collaborators and has a positive social and environmental impact.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationCAN, Ontario, Toronto, 200 Bloor Street EastSalary range is expected to be between$107,730.00 CAD - $200,070.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Director, Sustainable Finance (Food, Consumer and Agribusiness)
BMO, Toronto, ON
Application Deadline: 04/11/2024Address: 100 King Street WestJob Family Group:Commercial Sales & ServiceAbout us: BMO is the 8th largest bank in North America, and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. We continue to be listed among the most sustainable companies in the world - notably, ranked for the 19th straight year on the Dow Jones Sustainability Index. BMO was also recognized as the world's top financial institution for helping make progress in support of a just and sustainable economy by the World Benchmarking Alliance. And, for the sixth consecutive year, we were recognized as one of the World's Most Ethical Companies by Ethisphere. We are excited to announce that we are growing our Sustainable Finance practice in Food, Consumer and Agribusiness for North America. We draw on our deep expertise to advise our clients on risks and opportunities associated with sustainable finance activities. The Food, Consumer and Agribusiness Portfolio is supported by dedicated relationship managers, credit underwriting and portfolio management team as well as BMO's Commercial- and Investment Banking product platform. About the Role: The Director role will report to Head of Sustainable Finance and Clean Energy and will play a crucial role in driving impact by delivering sustainable banking capabilities. The successful candidate will lead our growth ambitions to be our clients top financing partner in achieving their sustainability roadmaps and supporting a sustainable future. Responsible for establishing broad engagement by delivering advisory and along with working with industry bankers in financing key climate solutions for clients transitioning their business to less resource intensive models. Key Responsibilities:Deliver Commercial Food, Consumer and Agribusiness sustainability strategy in partnership with Industry Heads in US and Canada and sector bankers.Develop a comprehensive understanding of the client's requirements, take charge of client strategizing and implementation by originating a range of financing options, collaborating with portfolio bankers according to suitability and necessity.Provide direct client advisory to a wide range of clients in key segments in the portfolio to influence their sustainability actions with a 3-5-year road map.Influence client investment plans and position BMO's targeted banking toolset and offerings in the key markets we serve.Monitor key sustainability developments, proactively share relevant insights, thought leadership, policy regulatory and incentive levers for financing opportunities in a rapidly changing global environment.Build further organizational delivery capacity by collaborating with key partners on training, internal and external communication, and marketing, demonstrate our expertise in key industry events.Collaborate with other partners in Capital Markets and ESG (Enterprise Environmental, Social, and Governance) for new product development and business development focused initiatives including external partnerships.Collaborate and support development and execution of climate and environmental risk management, risk policy and agricultural regulatory responsibilities for the sector in BMO.Travel: 25% in US & CanadaQualifications:5-10 years of sustainability leadership experience and subject matter expertise in managing and leading sustainability efforts in an Agriculture and/or Food company.T ypically, 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth understanding of evolving landscape as it relates to financial services, preferred experience in sustainable finance at a financial institution/bank, direct structuring experience with existing sustainable banking solutions, structuring guidelines, and principles.Knowledgeable in voluntary, regulatory sustainability disclosure and reporting frameworks.Demonstrated knowledge of relevant industry verticals and market's competitive environment.Demonstrated history of successful business development, including ability to network in external markets.Strong relationship management and collaboration skills. Ability to influence across a matrix organization up or down while using a collaborative mindset.Excellent presentation skills to engage diverse range of internal and external audiences, from peers to senior executives.Strong analytical, decision-making, and problem-solving skills. Being a change agent and having long-term impact focus.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 - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Compensation and Benefits:$84,000.00 - $156,000.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Director, Sustainable Finance (Diversified Industries)
BMO, Toronto, ON
Application Deadline: 04/11/2024Address: 100 King Street WestJob Family Group:Commercial Sales & ServiceAbout us: BMO is the 8th largest bank in North America, and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. We continue to be listed among the most sustainable companies in the world - notably, ranked for the 19th straight year on the Dow Jones Sustainability Index. BMO was also recognized as the world's top financial institution for helping make progress in support of a just and sustainable economy by the World Benchmarking Alliance. And, for the sixth consecutive year, we were recognized as one of the World's Most Ethical Companies by Ethisphere. We are excited to announce that we are growing our Sustainable Finance practice in General/Diversified Industries for North America. The Diversified Industries Portfolio is supported by dedicated relationship managers, credit underwriting and portfolio management team as well as BMO's Commercial- and Investment Banking product platform. We draw on our deep expertise to advise our clients on risks and opportunities associated with sustainable finance activities. About the Role: The Director role will report to Head of Sustainable Finance and Clean Energy and will play a crucial role in driving impact by delivering sustainable banking capabilities. The successful candidate will lead our growth ambitions to be our clients top financing partner in achieving their sustainability roadmaps and supporting a sustainable future. Responsible for establishing broad engagement by delivering advisory and along with working with industry bankers in financing key climate solutions for clients transitioning their business to less resource intensive models. Key Responsibilities:Deliver Commercial Diversified Industries sustainability strategy in partnership with Industry Heads in US and Canada and sector bankers.Develop a comprehensive understanding of the client's requirements, take charge of client strategizing and implementation by originating a range of financing options, collaborating with portfolio bankers according to suitability and necessity.Provide direct client advisory to a wide range of clients in key top sectors in the portfolio to influence their sustainability actions with a 3-5-year road map.Influence client investment plans and position BMO's targeted banking toolset and offerings in the key markets we serve.Monitor the key sustainability developments, proactively share relevant insights, thought leadership, policy regulatory and incentive levers for financing opportunities in a rapidly changing global environment.Build further organizational delivery capacity by collaborating with key partners on training, internal and external communication, and marketing, demonstrate our expertise in key industry events.Collaborate with other partners in Capital Markets and ESG (Enterprise Environmental, Social, and Governance) for new product development and business development focused initiatives including external partnerships.Collaborate and support development and execution of climate and environmental risk management, risk policy and agricultural regulatory responsibilities for the sector in BMO.Travel: 25% in US & CanadaQualifications:5-10 years of sustainability leadership experience and subject matter expertise in managing and leading sustainability efforts in an Industrials, Manufacturing company.In-depth understanding of evolving landscape as it relates to financial services, preferred experience in sustainable finance at a financial institution/bank, direct structuring experience with existing sustainable banking solutions, structuring guidelines, and principles.Knowledgeable in voluntary, regulatory sustainability disclosure and reporting frameworks.Demonstrated knowledge of relevant industry verticals and market's competitive environment.Demonstrated history of successful business development, including ability to network in external marketsStrong relationship management and collaboration skills. Ability to influence across a matrix organization up or down while using a collaborative mindset.Excellent presentation skills to engage diverse range of internal and external audiences, from peers to senior executives.Strong analytical, decision-making, and problem-solving skills. Being a change agent and having long-term impact focus.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 - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Compensation and Benefits:$84,000.00 - $156,000.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Director, Sponsor Finance
BMO, Toronto, ON
Application Deadline: 05/02/2024Address:100 King Street West About Sponsor Finance Mid-market Financial Sponsor & Private Equity relationships are managed in this group, Sponsor Finance, a part of Canadian Commercial Banking (CCB). Sponsor Finance is to ensure a high level of coverage designed to maximize opportunities within the sector and to align with the BMO risk appetite, while ensuring opportunities are structured and managed in a manner consistent with the risk characteristics. Sponsor Finance is closely aligned with Financial Sponsor coverage in BMO Capital Markets and with US BMO Sponsor Finance. About the Director role The Director, Sponsor Finance, is a key team member on deal teams, collaborating and generating solutions to current and perspective clients within sector market. The Director will take a leadership role in making recommendations regarding risk, deal structure, and client requirements for leverage buyout transactions (i.e. LBOs) by analyzing financial and operating data for trends in financial performance of companies and industries. In addition to leading the execution of new transactions, the Director will perform portfolio management tasks for accounts managed directly by Sponsor Finance. Primary new business responsibilities include assisting in all aspects of preliminary assessment of investment opportunities, due diligence investigations and analysis, preparation of investment recommendations, legal documentation, and disbursement of funds. This will also include managing preliminary financial modeling and assisting in the preparation of investment committee memoranda. To facilitate growth initiatives for the Bank through significant business development and excellent management of key client relationships, key Director, Sponsor Finance, duties, responsibilities and accountabilities include:Establishes cross-selling initiatives to increase penetration with client.Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.Coordinates closing with closing department, clients and attorneys.Serves as a daily escalation resource to ensure client expectations are met or exceeded.Acts as a trusted advisor to assigned business/group.Influences and negotiates to achieve business objectives.Recommends and implements solutions based on analysis of issues and implications for the business.Conducts independent analysis and assessment to resolve strategic issues.Helps determine business priorities and best sequence for execution of business/group strategy.Acts as the prime subject matter expert for internal/external stakeholders.Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure.Designs and produces regular and ad-hoc reports, and dashboards.Maintains current on financing trends in target clients' markets, and communicate same to team members.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Oversees preparation of concise, well reasoned credit correspondence.Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns.Negotiates transactions with clients and provides deal structuring expertise.Oversees documentation and ongoing monitoring of asset and client performance.Trains, mentors and leads a team of junior bankers while managing work flow of deal team by aligning tasks with departmental goals and objectives.Provides accurate financial analysis and risk assessment of new and existing customers.Partners with internal stakeholders for accurate, detailed client information.Develops credit information to make lending decisions on new, renewal and extension loans.Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.Prepares summary, present facts and offer opinions concerning credit worthiness.Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.Provides input into the planning and implementation of operational programs.Builds effective relationships with internal/external stakeholders.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed. Qualifications: Seasoned professional with a combination of education, experience and industry knowledge with a demonstrated history of successful business development, including ability to network in external marketsTypically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Able to manage ambiguity and balance multiple prioritiesCredit Qualifications and associated credit knowledge and skills according to the established qualification standards.Demonstrated knowledge of private equity industry and market's competitive environmentExperience in contact negotiations with both clients and legal counselRisk Management - In-depthSales and Service Management -In-depthRelationship Management - In-depthResource Planning - WorkingFinancial and Working Capital Understanding - In-depthStrategic Thinking - In-depthVerbal & 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 - In-depth / Expert.Data driven decision making - In-depth / Expert.Grade:8Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Director, Sponsor Finance
BMO Financial Group, Toronto, ON
Application Deadline: 05/02/2024 Address: 100 King Street West Job Family Group: Commercial Sales & Service About Sponsor Finance Mid-market Financial Sponsor & Private Equity relationships are managed in this group, Sponsor Finance, a part of Canadian Commercial Banking (CCB). Sponsor Finance is to ensure a high level of coverage designed to maximize opportunities within the sector and to align with the BMO risk appetite, while ensuring opportunities are structured and managed in a manner consistent with the risk characteristics. Sponsor Finance is closely aligned with Financial Sponsor coverage in BMO Capital Markets and with US BMO Sponsor Finance. About the Director role The Director, Sponsor Finance, is a key team member on deal teams, collaborating and generating solutions to current and perspective clients within sector market. The Director will take a leadership role in making recommendations regarding risk, deal structure, and client requirements for leverage buyout transactions (i.e. LBOs) by analyzing financial and operating data for trends in financial performance of companies and industries. In addition to leading the execution of new transactions, the Director will perform portfolio management tasks for accounts managed directly by Sponsor Finance. Primary new business responsibilities include assisting in all aspects of preliminary assessment of investment opportunities, due diligence investigations and analysis, preparation of investment recommendations, legal documentation, and disbursement of funds. This will also include managing preliminary financial modeling and assisting in the preparation of investment committee memoranda. To facilitate growth initiatives for the Bank through significant business development and excellent management of key client relationships, key Director, Sponsor Finance, duties, responsibilities and accountabilities include: Establishes cross-selling initiatives to increase penetration with client. Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience. Coordinates closing with closing department, clients and attorneys. Serves as a daily escalation resource to ensure client expectations are met or exceeded. Acts as a trusted advisor to assigned business/group. Influences and negotiates to achieve business objectives. Recommends and implements solutions based on analysis of issues and implications for the business. Conducts independent analysis and assessment to resolve strategic issues. Helps determine business priorities and best sequence for execution of business/group strategy. Acts as the prime subject matter expert for internal/external stakeholders. Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure. Designs and produces regular and ad-hoc reports, and dashboards. Maintains current on financing trends in target clients' markets, and communicate same to team members. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Oversees preparation of concise, well reasoned credit correspondence. Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns. Negotiates transactions with clients and provides deal structuring expertise. Oversees documentation and ongoing monitoring of asset and client performance. Trains, mentors and leads a team of junior bankers while managing work flow of deal team by aligning tasks with departmental goals and objectives. Provides accurate financial analysis and risk assessment of new and existing customers. Partners with internal stakeholders for accurate, detailed client information. Develops credit information to make lending decisions on new, renewal and extension loans. Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients. Prepares summary, present facts and offer opinions concerning credit worthiness. Minimizes BMOs risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. Provides input into the planning and implementation of operational programs. Builds effective relationships with internal/external stakeholders. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Seasoned professional with a combination of education, experience and industry knowledge with a demonstrated history of successful business development, including ability to network in external markets Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Able to manage ambiguity and balance multiple priorities Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. Demonstrated knowledge of private equity industry and markets competitive environment Experience in contact negotiations with both clients and legal counsel Risk Management - In-depth Sales and Service Management In-depth Relationship Management - In-depth Resource Planning Working Financial and Working Capital Understanding In-depth Strategic Thinking In-depth 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 - In-depth / Expert. Data driven decision making - In-depth / Expert. Compensation and Benefits: $84,000.00 - $156,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Director, Ultra-High Net Worth Lending, BMO Private Wealth
BMO, Montreal, QC
Application Deadline: 04/19/2024Address:1250 boul Rene Levesque OuestProvides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of private bankers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).Manages the preparation of new lending proposals or presentations to clients/prospects.Ensures new business meets policy and procedures requirements for profitability and risk management.Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients.Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits.Negotiates directly with clients on new and existing opportunities.Works directly with clients in the event of deteriorating credit situations.Provides day to day technical support and management of accounts for team members and customers.May act as lead relationship manager.Supports the sales process and client experience, identifying gaps, issues and best practices.Ensures timely resolution of all client questions and concerns, both internal and external.Performs client sales & service support activities as required to meet client needs and maintain overall service standards.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.May network with industry contacts to gain competitive insights and best practices.Identifies emerging issues and trends to inform decision-making.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.Partners with the leadership team on strategic direction and complex line-of-business projects.Conducts independent analysis and assessment to resolve strategic issues.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Acts as the prime subject matter expert for internal/external stakeholders.Collaborates with internal and external stakeholders in order to deliver on business objectives.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Completes comprehensive analysis for risk, financial and profitability rating and assessments.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.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.Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms of the credit authorization and as per guidelines.May provide specialized support for other internal and external regulatory requirements.Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures.Identifies and escalates irregularities and discrepancies to management as per guidelines.Participates in assigned audits and compliance reviews.Ensures proper adherence to the code of conduct and ethical guidelines.Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 5 - 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Bilingualism French and EnglishIn-depth / expert knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.In-depth / expert knowledge of risk management concepts.Expert communication and relationship management skills.Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.Seasoned professional with a combination of education, experience and industry knowledge.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 - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:8Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Director, Water and Wastewater Services
Niagara Region, Niagara Falls, ON
Job Description Job Summary Reporting to the Commissioner of Public Works, the Director of Water and Wastewater Services is responsible for strategic direction, operational leadership, relationship management and people and cultural leadership in the delivery of water and wastewater services in Niagara region. The Director ensures that divisional services are effective, efficient, and aligned with the strategic priorities of the Region. Education Post-secondary degree or diploma in Applied Science, Engineering or other relevant area of study. A post graduate certificate in Business or Public Administration is an asset. An equivalent combination of education, experience and qualifications may be considered.Knowledge 10+ years of senior management and leadership experience, directing the activities of a large and complex operation, preferably in the municipal sector. Extensive experience in strategic planning, operational leadership, relationship management and people leadership. Experience leading the development of strategies and tactical plans for growth and ongoing operation of water and wastewater treatment and distribution systems. Demonstrated financial management experience (5-10 years) and familiarity in developing and managing long range operational and capital budgets. Knowledge of the principles and fundamentals of environmental engineering with respect to water and wastewater treatment, design, construction and operation of municipal water supply and sanitary sewage systems. Knowledge of the Safe Drinking Water Act, Ontario Water Resources Act, Municipal Act, Environmental Protection Act, Occupational Health & Safety Act and water and wastewater standards (American Water Works Assoc., Canadian Standards Assoc., National Sanitation Foundation, etc.) and industry best practices. Knowledge of project management methodology based on PMI (or equivalent) project management techniques. Demonstrated record of strong people leadership, team advocacy, and staff development. Excellent written and verbal communication skills; confident, articulate and professional speaking/ presentation abilities, in public and to large groups. Demonstrated political discretion and acuity. Licensed as a Professional Engineer (P. Eng) with the Professional Engineers of Ontario (PEO) or certification with the Ontario Association of Certified Engineering Technicians and Technologists (OACETT) as a Certified Engineering Technologist (C.E.T.).Responsibilities Strategic Leadership: Provides direction for Niagara’s water & wastewater services, ensuring the long-term delivery of sustainable, effective and affordable services to the region. (20% of time) Sets the overall strategic vision for the Division, establishing goals and objectives aligned with the corporate strategic priorities. Communicates and reinforces the vision, goals and objectives to the Division. Leads strategic planning for capital infrastructure investments by combining growth and asset management works and in collaboration with local area municipal capital plans. Ensures appropriate planning practices for the Division, developing short and long-range strategies and action plans. Identifies and monitors key performance indicators to measure effectiveness of service delivery and divisional performance. Provides strategic leadership for controversial, complex or politically sensitive projects and provides oversight for urgent or emerging issues. Promotes innovative business improvement strategies and identifies opportunities for continuous improvement in the delivery of services. Provides leadership and direction in the interpretation and application of applicable legislation, regulations and policies. Provides change management leadership and direction through decision making, communication, identifying and resolving issues, managing uncertainty, and resolving differences in perception. Represents the Division in Council and Committee meetings and acts as a key point of contact for Local Areal Municipalities and government agencies, on policy and strategic matters related to water and waste management. Prepares and presents recommendations to Council on matters related to water & wastewater services, provides updates and progress reports, and flags emerging issues to Council as needed. Advises and represents the Commissioner (as required), including interfacing with members of Council and others, acting as a primary escalation point for urgent, complex or highly sensitive issues, determining appropriate responses and the need for further escalation. Contributes to the development and implementation of departmental and corporate wide strategies, structures, systems and policies, as a member of the Public Works Leadership Team. Operational Leadership: Provides operational leadership and direction in the delivery of Regional water and wastewater services. (20% of time) Responsible for the daily operation of water and wastewater services. Responsible for maintaining operational policies and procedures that ensure the Region’s water and wastewater services meet required service levels. Ensures that mandatory service levels adhere to federal, provincial and municipal requirements. Regularly measures and evaluates operational effectiveness and efficiency. Maintains up-to-date knowledge of federal and provincial legislation and regulations. Promotes continuous improvement and innovation through the use of effective technologies, systems, processes, and materials, to enhance overall customer value. Ensures support and delivery of critical 24/7/365 services, with a focus on customer and service delivery excellence. Relationship Management: Develops and manages relationships with key internal and external partners. (20% of time) Builds internal and external relationships with a view to establishing effective networks and partnerships across the Region. Leads the development of partnerships, protocols and agreements with other levels of government, agencies, industry associations and interested parties, to advance the Region’s interests for water and wastewater initiatives. Works with interested parties to understand their interests in the planning, design, construction, operation and maintenance of water & wastewater services. Participates in external and industry committees, representing the needs of the Region and advancing common goals and objectives. Works in collaboration with inter-Regional peers, to advance Council’s requests to provincial and federal governments. Builds relationships with residents, businesses, local area municipalities, consultants, contractors, vendors and politicians, to share information and prevent issues. Attends various technical meetings, public meetings, and local Committee and/or Council meetings on matters related to water and wastewater services. People Leadership: Accountable for medium to long range people resource planning for the division, determining ideal organizational structures, identifying desirable role and skill mix requirements and ensuring ongoing work quality and deliverability of results. (20% of time) Fosters diversity, equity and inclusion within the Division. Working through their leadership team, enables results with the organization’s human capital strategy to foster employee engagement. Oversees employee performance, career development, and succession planning activities, ensuring open and transparent metrics and processes are developed and implemented and opportunities are created to facilitate employee growth and development. Ensures focus is service excellence, effective communication between leaders and employees, transparency, innovation, and data integrity and work flow integration. Ensures staff is connected to corporate priorities and direction and has the information and resources to make successful plans and decisions. Helps to break down barriers to employee success, ensuring collaboration and cooperation with other Divisions and Departments Ensures all people related issues, including recruitment, grievances and labour relations issues, are aligned to HR and Corporate standards and practices. Ensures Occupational Health & Safety policies, programs and practices are implemented, maintained and integrated into all aspects of planning and decision-making within the operating unit. Ensures the competency and performance of the Internal Responsibility System within their department, as outlined in the Niagara Region’s Health and Safety Policy is achieved and maintained. Financial Planning: Accountable for the development, management and administration of annual and multi-year capital and operating budgets for the division, ensuring support of Council’s objectives, financial transparency and accountability budget adherence, identifying and explaining variances and financial reporting is effectively managed in compliance with corporate financial policies. (20% of time) Align budgets and funding priorities to the Region’s strategic priorities and services. Authorize, and Administer the acquisition of goods and services for the operating unit and direct reports in accordance with the procurement policy and procedures.Performs other related duties and responsibilities as assigned or required.Special Requirements Must maintain the ability to travel in a timely manner to other offices, work locations or sites as authorized by the Corporation for business reasons. In accordance with the Corporate Criminal Record Check Policy, the position requires the incumbent to undergo a Criminal Records Check and submit a Canadian Police Clearance Certificate. May be required to support emergency operations under the incident management structure, at the direction of the Emergency Operations Centre Director. Regional staff strive to enable the strategic priorities of council and the organization through the completion of their work. Staff carry out their work by demonstrating the corporate values.
Director, Corporate Finance
BMO, Pickering, ON
Application Deadline: 04/16/2024Address:1360 Kingston Rd, Unit 15Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Leads and executes business development plans to that business goals are achieved or exceeded.Provides strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.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.May network with industry contacts to gain competitive insights and best practices.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Manages the risk of the assigned complex portfolio in a timely and precise manner.Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.Gathers data to advance sale process and completes all required documentation.Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.Tracks implementation requests to keep the process on track with timelines.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Ensures accurate billing to clients.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.Demonstrated history of successful business development, including ability to network in external marketsDemonstrated knowledge of relevant industry verticals and market's competitive environmentExperience in contact negotiations with both clients and legal counselExperience drafting responses to complex RFPsExperience with Sales Strategy and Sales referral process developmentRisk Management - In-depthSales and Service Management -In-depthRelationship Management - In-depthChange Leadership - WorkingConflict Management & Resolution -In-depthResource Planning - WorkingBusiness Acumen - In-depthFinancial and Working Capital Understanding - In-depthStrategic Thinking - WorkingSeasoned professional with a combination of education, experience and industry knowledge.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 - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Grade:8Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Director of Analytics, NARP
BMO, Toronto, ON
Application Deadline: 05/14/2024Address:33 Dundas Street WestThe Director of Analytics North American Retail Payments works in partnership with the NARP's senior leaders to translate business strategy into analytical strategy and solutions which deepen understanding of NARP's business. This individual will coordinate, facilitate, manage, and develop analytical strategies and initiatives covering 3 analytical business functions: Product Analytics, Post Campaign Analytics, and Account Management Credit Optimization to drive business results. This role is accountable to define, and ensure the right analytics, people and alignment are in place across the teams to advance NARP strategies. Primary analytical areas of responsibility & accountability include:Risk Return Optimization of Account Management StrategiesCreate new Account Management strategies to generate incremental business resultsOngoing analytics to evaluate the Revenue versus Risk trade-off against key KPI'sMange strategies within Key Risk Management (KRM) guidelines Customer Optimization Post Campaign Analytics Complete post campaign analysis of NARP's Customer Optimization campaignsCreate recommendations for future campaign targeting and offers to improve future campaign results.Product AnalyticsProvide ongoing KPI reports to NARP, Finance, Compliance and other LOB's for Canada and the USDeliver adhoc analysis and reports as per agreed specs and timelinesAssess and evaluate the business impact of new reporting requests/changes to existing reportingAs a domain Card Analytics expert, this person will work to integrate and simplify insights across the analytics teams to provide relevant, fast, clear facts to the business to shape ongoing decisions. He/she is the owner of the ongoing prioritization of the plan against set business priorities working in close partnership with the NARP to ensure all initiatives align to business priorities and growth plans.This role will proactively advise business leaders on the right analytical approach and solutions to drive the business forward. He/she will lead a team of 15+ consisting of Senior Managers and Analysts.Key Accountabilities Strategy Insights and Planning Create, gain alignment, and maintain the ongoing NARP strategic analytics plan inclusive of data requirements, reporting, campaigns, analytical infrastructure and tools, and analytical processes needed to drive business forwardLeverage knowledge of market, industry trends, customer behaviours and analytical best practices to proactively identify strategic opportunities for the business.Determine new analytical data and tools to advance analytical capabilities to deliver increased business results.Data, Analytics, and Insights Proactively identify revenue, risk and pricing opportunities through analyticsLeverage analytics to size, scope and determine business opportunities to create business cases aimed to meet business objectives.Define the strategy for how analytics and insights are produced for NARP (i.e. essential KPI's, in what priority, through what means, in what format, with what reporting cadence, to what audience) ensuring ongoing alignment with NARP management team and other business partnersResponsibility to ensure maximum return on analytics investment (technology and people)Proactively share relevant insights in and outside of NARP and other business partners to broaden management team's awareness of business trends.Responsible for being the subject matter expert for all data related to NARPInfluencing and Relationship ManagementWork within the NARP team to ensure ongoing alignment & prioritization of analytical investment against initiatives with greatest returnWork within the matrix of analytical resources across Data Analytics Centre of Excellence (DACoE) to ensure proper focus and alignment of investment against NARP's needsProactively identify synergies across the NA P&BB portfolio by leveraging other DACoE teams and analytics functionsPartner effectively across all business functions including: Marketing, Credit Risk, Technology & Operations, Channels, etc. in order to ensure ongoing alignment and execute successful analytics strategiesManagerial LeadershipManage day-to-day activities of team to effectively maximize performance and output; setting and communicating clear goals for employees, coaching and providing performance feedback. Hold employees accountable for the outcomes they achieve and how they achieve them; apply BMO's performance management approach with employees including building development plans and recommending changes to base and variable payWork in partnership with DACoE teams to ensure LOB goals are met and drive business KPI's per planBecome a subject-matter expert in business unit strategy and work to optimize analytical investment, processes and improve productivity within the team while maintaining focus on delivering quality insightsMaintain and evolve a well-organized library of team knowledge and internal processes so that team members will have access to the information both now and in the futureAttract, develop, and move talent across BMO to support the achievement of business goals and employees' career goalsChange ManagementCreate a fact-first mindset, making information readily available to drive profitable, strategic decision making.Keep current on analytics and innovate and advocate new analytical techniques and solutions to meet new business challenges and opportunities for NARP's changes in strategic priorities and analytics requirements. Develop and build new analytics capabilities to drive efficiencies and increase speed of analytical outputProactively review processes that support the business to simplify and reduce net operating expensesRisk ManagementWork with data leads to ensure proper use and access to data.Perform required regulatory & risk oversight and governance for your NARP group/function; identify, manage and mitigate current and emerging risks; support the development of a risk management mindset in all team members.Lead data and governance for NARP working in conjunction with Data and Enablement to ensure compliance to data governance and framework.Cross Functional RelationshipsThis job requires the incumbent to interact with the following groups and/or processes in BMO and relevant external stakeholders:NARP Leadership and teamsData Analytics Centre of ExcellenceCredit Risk ManagementCustomer MarketingNA ChannelsTechnology and OperationsFinanceCanadian P & C Product groupsOperational Risk and ComplianceExternal partners including Equifax, TransUnion, FICO and othersKnowledge & Skills Have a minimum of 10 years of credit management experience ideally in retail and business banking credit cards including portfolio management experienceDemonstrated leadership skills and strategic thinking.Proven ability to thrive in a high volume, high intensity, changing environment.Proven ability to inspire a team to work toward a set of goals and objectives.Highly developed verbal and written communication skills with the ability to communicate to Senior Management in a clear, concise, and professional manner.Excellent analytical and problem-solving skillsStrong organizational and time management skillsExpertise in analytics and financial analysisTechnical experience working in analytical software (SAS, SQL, PowerBI), and business software (Teams, Excel, PowerPoint, Word)Proven experience to lead and manage cross-functional teams without direct authority.Advanced Relationship Management and Negotiation skillsPost-secondary education (degree)Grade:9Job Category:People Manager / GestionnaireWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Director, Equipment Finance - Commercial Banking
BMO, Toronto, ON
Application Deadline: 04/26/2024Address:100 King Street WestThis person will be for Ontario responsible for equipment finance for MM (Middle Market) and UMM (Upper Middle Market) while facilitating growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Leads and executes business development plans to that business goals are achieved or exceeded.Provides strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.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.May network with industry contacts to gain competitive insights and best practices.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Manages the risk of the assigned complex portfolio in a timely and precise manner.Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.Gathers data to advance sale process and completes all required documentation.Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.Tracks implementation requests to keep the process on track with timelines.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Ensures accurate billing to clients.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.Demonstrated history of successful business development, including ability to network in external marketsDemonstrated knowledge of relevant industry verticals and market's competitive environmentExperience in contact negotiations with both clients and legal counselExperience drafting responses to complex RFPsExperience with Sales Strategy and Sales referral process developmentRisk Management - In-depthSales and Service Management -In-depthRelationship Management - In-depthChange Leadership - WorkingConflict Management & Resolution -In-depthResource Planning - WorkingBusiness Acumen - In-depthFinancial and Working Capital Understanding - In-depthStrategic Thinking - WorkingSeasoned professional with a combination of education, experience and industry knowledge.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 - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Grade:8Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Director of Analytics, NARP
BMO Financial Group, Toronto, ON
Application Deadline: 04/29/2024 Address: 33 Dundas Street West Job Family Group: Marketing The Director of Analytics North American Retail Payments works in partnership with the NARPs senior leaders to translate business strategy into analytical strategy and solutions which deepen understanding of NARPs business. This individual will coordinate, facilitate, manage, and develop analytical strategies and initiatives covering 3 analytical business functions: Product Analytics, Post Campaign Analytics, and Account Management Credit Optimization to drive business results. This role is accountable to define, and ensure the right analytics, people and alignment are in place across the teams to advance NARP strategies. Primary analytical areas of responsibility & accountability include: Risk Return Optimization of Account Management Strategies Create new Account Management strategies to generate incremental business results Ongoing analytics to evaluate the Revenue versus Risk trade-off against key KPIs Mange strategies within Key Risk Management (KRM) guidelines Customer Optimization Post Campaign Analytics Complete post campaign analysis of NARPs Customer Optimization campaigns Create recommendations for future campaign targeting and offers to improve future campaign results. Product Analytics Provide ongoing KPI reports to NARP, Finance, Compliance and other LOBs for Canada and the US Deliver adhoc analysis and reports as per agreed specs and timelines Assess and evaluate the business impact of new reporting requests/changes to existing reporting As a domain Card Analytics expert, this person will work to integrate and simplify insights across the analytics teams to provide relevant, fast, clear facts to the business to shape ongoing decisions. He/she is the owner of the ongoing prioritization of the plan against set business priorities working in close partnership with the NARP to ensure all initiatives align to business priorities and growth plans. This role will proactively advise business leaders on the right analytical approach and solutions to drive the business forward. He/she will lead a team of 15+ consisting of Senior Managers and Analysts. Key Accountabilities Strategy Insights and Planning Create, gain alignment, and maintain the ongoing NARP strategic analytics plan inclusive of data requirements, reporting, campaigns, analytical infrastructure and tools, and analytical processes needed to drive business forward Leverage knowledge of market, industry trends, customer behaviours and analytical best practices to proactively identify strategic opportunities for the business. Determine new analytical data and tools to advance analytical capabilities to deliver increased business results. Data, Analytics, and Insights Proactively identify revenue, risk and pricing opportunities through analytics Leverage analytics to size, scope and determine business opportunities to create business cases aimed to meet business objectives. Define the strategy for how analytics and insights are produced for NARP (i.e. essential KPIs, in what priority, through what means, in what format, with what reporting cadence, to what audience) ensuring ongoing alignment with NARP management team and other business partners Responsibility to ensure maximum return on analytics investment (technology and people) Proactively share relevant insights in and outside of NARP and other business partners to broaden management teams awareness of business trends. Responsible for being the subject matter expert for all data related to NARP Influencing and Relationship Management Work within the NARP team to ensure ongoing alignment & prioritization of analytical investment against initiatives with greatest return Work within the matrix of analytical resources across Data Analytics Centre of Excellence (DACoE) to ensure proper focus and alignment of investment against NARPs needs Proactively identify synergies across the NA P&BB portfolio by leveraging other DACoE teams and analytics functions Partner effectively across all business functions including: Marketing, Credit Risk, Technology & Operations, Channels, etc. in order to ensure ongoing alignment and execute successful analytics strategies Managerial Leadership Manage day-to-day activities of team to effectively maximize performance and output; setting and communicating clear goals for employees, coaching and providing performance feedback. Hold employees accountable for the outcomes they achieve and how they achieve them; apply BMOs performance management approach with employees including building development plans and recommending changes to base and variable pay Work in partnership with DACoE teams to ensure LOB goals are met and drive business KPIs per plan Become a subject-matter expert in business unit strategy and work to optimize analytical investment, processes and improve productivity within the team while maintaining focus on delivering quality insights Maintain and evolve a well-organized library of team knowledge and internal processes so that team members will have access to the information both now and in the future Attract, develop, and move talent across BMO to support the achievement of business goals and employees career goals Change Management Create a fact-first mindset, making information readily available to drive profitable, strategic decision making. Keep current on analytics and innovate and advocate new analytical techniques and solutions to meet new business challenges and opportunities for NARPs changes in strategic priorities and analytics requirements. Develop and build new analytics capabilities to drive efficiencies and increase speed of analytical output Proactively review processes that support the business to simplify and reduce net operating expenses Risk Management Work with data leads to ensure proper use and access to data. Perform required regulatory & risk oversight and governance for your NARP group/function; identify, manage and mitigate current and emerging risks; support the development of a risk management mindset in all team members. Lead data and governance for NARP working in conjunction with Data and Enablement to ensure compliance to data governance and framework. Cross Functional Relationships This job requires the incumbent to interact with the following groups and/or processes in BMO and relevant external stakeholders: NARP Leadership and teams Data Analytics Centre of Excellence Credit Risk Management Customer Marketing NA Channels Technology and Operations Finance Canadian P & C Product groups Operational Risk and Compliance External partners including Equifax, TransUnion, FICO and others Knowledge & Skills Have a minimum of 10 years of credit management experience ideally in retail and business banking credit cards including portfolio management experience Demonstrated leadership skills and strategic thinking. Proven ability to thrive in a high volume, high intensity, changing environment. Proven ability to inspire a team to work toward a set of goals and objectives. Highly developed verbal and written communication skills with the ability to communicate to Senior Management in a clear, concise, and professional manner. Excellent analytical and problem-solving skills Strong organizational and time management skills Expertise in analytics and financial analysis Technical experience working in analytical software (SAS, SQL, PowerBI), and business software (Teams, Excel, PowerPoint, Word) Proven experience to lead and manage cross-functional teams without direct authority. Advanced Relationship Management and Negotiation skills Post-secondary education (degree) Compensation and Benefits: $103,500.00 - $192,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Director, Global Asset Management Marketing
BMO, Toronto, ON
Application Deadline: 04/26/2024Address:100 King Street WestTeam OverviewThe Wealth Management Marketing team is responsible for helping the bank deliver on its strategy and achieve its ambitions through growing the Wealth Management business, establishing BMO as a power player in the global wealth management and asset management industries.Working collaboratively with partners, the team is accountable for developing & executing marketing strategies to:Acquire new clients & effectively onboard them driving early engagement;Deepen customer relationships in terms of wealth planning penetration, assets under management, share of wallet, retention; andEffectively promote product, service & experience innovationsMandate / Job Value PropositionThe Director, Global Asset Management Marketing provides strategic marketing leadership, advice and delivery of marketing programs that supports the business objectives and growth of the Global Asset Management business . This includes the development of short and long-term marketing strategy and leading execution of tactics that will drive measurable results, with specific accountability for growing the assets under management held by clients across various investment products and channels.The Director develops and maintains a deep understanding of the Global Asset Management line of business and industry category to produce effective and integrated marketing solutions. This includes developing, recommending and executing marketing plans for initiatives that include customer marketing and communications, integrated sales, promotions & incentives, across the objectives of client acquisition, sales growth, and retention. In addition, the Director creates, develops and executes marketing plans/strategies that align to strategic objectives and are consistent with brand standards.They will also manage cross-functional relationships across other business groups to leverage opportunities and services, acting as a liaison between the business/group and internal marketing functions in order to fully leverage capabilities as well as ensure alignment with Enterprise priorities.ResponsibilitiesStrategic leadershipActs as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.Develops an expert understanding of business/group challenges.Conducts independent analysis and assessment to resolve strategic issues.Identifies emerging issues and trends to inform decision-making.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.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.Helps determine business priorities and best sequence for execution of business/group strategy.Anticipates trends and responds by implementing appropriate changes.Performance managementDefines business requirements for analytics & reporting to ensure data insights inform business decision making.Monitors and tracks performance, and addresses any issues.Monitors progress against milestones, recommends and implements adjustments as necessary to meet business objectives.Designs and produces regular and ad-hoc reports, and dashboards.Relationship managementBuilds effective relationships with internal/external stakeholders and ensures alignment.Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.Acts as the prime contact for internal/external stakeholder relationships, which may include regulators.Develops and maintains relationships with internal/external partners to include vendors and suppliers.Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.Marketing operational leadershipManages resources and leads the execution of strategic initiatives to deliver on business and financial goals.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Plans and controls unit operating expenses in accordance with forecasts.Leads the design, implementation and management of core business/group processes.Makes recommendations to leaders on financial management processes based on changing requirements, including budget allocation & impact measurement Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements.Develops and implements short and long term plans/strategies, activation plans, schedules, budgets, communications and tactical plans, as required.Oversees/coordinates the development and distribution of marketing solutions per assigned channels/media for campaigns, partnerships and special events/conferences.Influences how teams/groups work together.Recommends measures to improve organizational effectiveness.Communicates abstract concepts in simple terms.Broader work or accountabilities may be assigned as needed.People Leadership Leads & manages a team of eleven (11) high-performing marketing professionals Develops talent through ongoing coaching, as well as development and career planning Provides clarity with respect to roles & responsibilities and strategic direction Ensures resources and tools are available for team to be successful Conducts performance management activities including objective setting and performance assessments Removes barriers impeding team and organizational success/progress Qualifications: Typically 10+ years of relevant experience and post-secondary degree in related field of study.MBA is preferred.Degree in business, marketing or communications.Expert knowledge of strategic planning and execution.Experience in marketing and communications within the financial industry. Experience working with a variety of marketing disciplines, including data-driven or direct marketing, digital marketing (with an emphasis on email marketing), customer relationship management programs, marketing analytics, advertising & creative development, media planning, and market research Strong working knowledge of marketing technologies, standards, and best practices, including but not limited to digital media, marketing automation, customer data platforms, website personalization & targeting tools, measurement & modeling solutions Experience in transformation management in a large enterprise, including change management, risk mitigation, and stakeholder engagement. Seasoned expert with extensive industry knowledge, especially in Wealth Management, with specific interest and knowledge in various investment vehicles and strategies would be beneficial. Expert knowledge of financial services, products and solutions , especially investment products 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 including sales teams - Expert.Able to manage ambiguity.Data driven decision making - Expert. Experienced people leader with track record of building and developing high-performing teams Grade:9Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.