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This is a hybrid role in Toronto

The Mutual Fund Governance team is responsible for the overall dealer policies, processes, procedures, systems, and reporting. This role designs, develops, implements, tests, measures, and manages mutual fund dealer processes. Ensures that process design reflects current business strategy, policy, business/stakeholder/compliance requirements and supports the desired customer experience. Processes may be related (but are not limited) to fulfillment, operations, services, sales, etc. Effectively remediates regulatory and operational issues, delivers process enhancements, and aggregates data to provide clear and timely metrics and reporting.

• 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.
• Identifies emerging issues and trends to inform decision-making.
• Conducts independent analysis and assessment to resolve strategic issues.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships and collaborates with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Monitors and tracks performance, and addresses any issues.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Breaks down strategic problems, and analyses 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 change/communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
• Designs and provides input into the planning and implementation of operational programs.
• Develops and documents processes, procedures, etc. and/ or end-user materials.
• Assists with the documentation of end user materials.
• Designs training and support materials for front-line users to ensure adherence to regulatory requirements and governance processes.
• Assists with training and transition of processes and tools/templates to appropriate process owners.
• Collaborates in the design, implementation and management of core business/group processes.
• Designs processes based on business requirements and best practices. Ensures the processes adhere to applicable risk, regulatory and compliance requirements.
• Streamlines, simplifies and continuously improves existing processes.
• Documents processes (including, but not limited to, process flows, playbooks, etc.) for vetting, communicating, and implementing processes with stakeholders.
• Ensures all processes meet established standards, effectively utilize templates and tools to track compliance and operational effectiveness standards.
• Looks for opportunities to eliminate, simplify and automate processes. Recommends approaches or changes to streamline and integrate processes to improve overall efficiency.
• Maintains current process documentation to ensure available for stakeholders as required.
• Supports management of processes using established methodologies and tools/system/technology.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Participates in the integration of Core Process transformation across business/groups to deliver process improvements for productivity savings and enhanced customer/employee experience.
• Develops an understanding of organizational interactions and complexity to engage with the appropriate stakeholders.
• Resolves issues regarding processes that are raised from all sources/stakeholders.
• 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.
• Possesses a deep understanding of and problem solving ability for issues within the business/group.
• Knowledge of business analysis, project delivery practices and standards across the project lifecycle - In-depth.
• Knowledge of business/group processes, procedures and controls - In-depth.
• Understands risk, regulatory and compliance requirements - In-depth.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Fluent - English and French.
• 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.
• Data driven decision making - In-depth.

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: