Bank of Montreal

Manager, Client Operations

Bank of Montreal$65K — $122K *
US-AnywhereRemote in Ontario, CA
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in client operations or project management.
  • Strong understanding of financial services and institutional client needs.
  • Proven ability in operational leadership and oversight.
  • Experience managing relationships with outsourcing partners, especially in a financial context.
  • Knowledge of regulatory compliance and operational risk management.

Responsibilities

  • Oversee daily operations for Client Operations to ensure efficiency.
  • Manage outsourced service providers to meet service level agreements.
  • Monitor and report on operational processes in collaboration with State Street.
  • Act as the primary operational liaison for internal/external stakeholders.
  • Coordinate client trade processing, invoicing, and onboarding activities.
  • Identify operational risks and implement controls and enhancements.
  • Lead strategic initiatives for process improvements and client onboarding.

Benefits

  • Comprehensive health insurance coverage.
  • Tuition reimbursement for continuing education.
  • Accident and life insurance options.
  • Retirement savings plans for long-term financial security.
  • Performance-based incentives and discretionary bonuses.
Full Job Description
Application Deadline:

07/30/2026

Address:
VIRTUAL(R)59 - REMOTE/TELETRAVAIL - ON - BMO

Job Family Group:

Business Management

The Manager, Client Operations provides leadership and oversight across client operations, onboarding, invoicing, client reporting and other support functions. The role ensures timely, accurate, and risk-controlled delivery of operational services across institutional while acting as an escalation point and partner to the Institutional Sales & Service (ISS), Investment, Compliance, Trading, and State Street teams.

Key Responsibilities

Operational Leadership & Oversight

- Oversee daily operational processes across Client Operations.

- Oversee outsourced service providers (primarily State Street) ensuring SLA compliance and timely escalation.

- Monitor State Street processes including MYSS reporting.

Client Operations & Relationship Management

- Oversee client trade processing, invoicing, reporting, onboarding and transitions.

- Act as operational contact for internal and external stakeholders ensuring timely issue resolution.

- Coordinate with ISS team for reporting and client-driven requirements.

Risk Management & Controls

- Identify operational risks and inefficiencies; implement control and automation enhancements.

- Ensure compliance with regulatory obligations and audit expectations.

- Maintain process documentation and support control testing.

Strategic Initiatives & Transformation

- Lead operational initiatives, process enhancements and new client onboarding

Salary:

$65,600.00 - $122,600.00

Pay Type:

Salaried

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

About Bank of Montreal

The Bank of Montreal is a Canadian multinational investment bank and financial services company. It provides a wide range of personal and commercial banking, wealth management, and investment banking products and services. The bank had revenues of CAD 23.6 billion in 2020.
Learn more about Bank of Montreal
Size
45,454 employees
Market Cap
$60.9 billion
Industry
Founded
1817
5 Year Trend
+9.1%
NASDAQ

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