Program Manager, Private Wealth Referral Program

Address:

Program Management, individual contributor

• Daily oversight of program related activities, including; data, tracking, reporting, payment processing and communication of all referral activities, as well as partnering with leaders to advise on referral programs, addressing and/or problem-solving issues related to policy, inquiries, escalations and payment (including Branch Investment Advisor reporting and selected Leads program)
• Oversight and audit on Referral program to ensure alignment with policy and compliance.
• Data management and integration of information from multiple sources (e.g. financial and operational systems) for analysis, insight and recommendations, along with enabling more efficient processes, enhanced analysis and/or streamlined reporting.
• Conducts independent analysis and assessment to resolve referrals inquiries, issues and escalations.
• Builds relationships and collaborative resources across functional and operating groups to create the highest value for all stakeholders.
• Monitors and tracks performance and addresses any issues. Understands program interdependences and demonstrates critical thinking that proactively identifies risks and opportunities.
• Acts as a trusted financial advisor to assigned business/group and market leaders.
• Influences and negotiates to achieve business objectives.
• Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.
• Assists in the development of strategic plans related to program evolution and execution
• Identifies emerging issues and trends to inform decision-making.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Investigates and problem-solves issues related to the internal (PW)/external (other LOB) Referral Programs.
• Works independently and handles both routine and non-routine situations.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Present and socialize program with various stakeholders.

Project Management, Change Management & Communications

• Leads or provides guidance on the implementation, change plan and sustainment of projects related to compensation, technology, compliance, involving stakeholders across multiple lines of business
• Leads and/or represents the project in project team meetings, governance forums and inter-department forums.
• Helps determine business priorities and best sequence for execution
• Understands the business/group and facilitates communication with other program/project managers and stakeholders efficiently and effectively.
• Demonstrates ownership and commitment by holding themselves accountable for the identification and resolution of project problems.
• Ensures change management plans are developed, socialized and consistently measured to deliver the expected project benefits and adoption.
• Understands project interdependencies and demonstrates critical thinking that proactively identifies project risks and establishes effective risk mitigation from the outset.

Other

• Adheres to Bank risk, regulatory and compliance controls.
• 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.
• Private Wealth operating deep knowledge along with technical proficiency gained through extensive business experience.
• Knowledge and experience of/in other LOBs (Commercial/Retail) HQ an asset.
• Project management experience - 3 to 6 years.
• Technology skills include MS applications (advanced Excel, working knowledge of SQL, PowerPoint proficiency
• Able to apply project management methodologies or approaches and resolve project issues effectively
• Valid PMP designation from the Project Management Institute (PMI) is an asset.
• Able to navigates challenging situations effectively.
• Stakeholder management - In-depth.
• Analytical and problem-solving skills - In-depth.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Influence skills - In-depth.
• Ability to work independently - in depth.
• Data driven decision making - In-depth.
• Entrepreneurial skills - Working.
• Judgement skills - Working.
• Learning agility - Working.

The 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 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. 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.