Manager, Wealth Reporting Analytics & Automation

Address:

The Wealth Reporting Analytics and Automation understands and articulates the business case of business questions and the estimated value being delivered.Develops analytical and reporting solutions in close consultation with business stakeholders and functional partners, that are related to Wealth Analytics, reporting insights, automation as well as supporting broader data analytics responsibilities of the team. They will have strong ownership over all deliverables and guide on the configuration, applicability, and usability of data management, data analytics, and data visualization solutions to support these deliverables.

This role will support Wealth Analytics, reporting, automation and generally support advanced analytics and data management.

• • Acts as a trusted advisor to assigned business groups.
  • Manages complex or challenging stakeholders through strong influencing and persuasive communication skills, ensuring alignment between business objectives and data needs.
  • Provides value through insights, reporting and data visualization techniques. Selects, configures and implements analytics solutions for consistency and repeatability
  • Leads or participates in the design, implementation, and ongoing management of new analytics and reporting solutions.
  • Breaks down strategic issues and analyzes data to provide subject‑matter insights and actionable recommendations.
  • Cleanses, manipulates, and transforms data through programming or scripting to support model development and validation.
  • Promotes automation/optimization, self‑serve analytics adoption, and a culture of data‑driven decision making.
  • Monitors tool performance, manages UAT activities, and resolves technical or functional issues.
  • Integrates data from multiple sources to streamline processes, enhance analysis, and improve reporting efficiency.
  • Designs and produces recurring and ad‑hoc reports and dashboards.
  • Builds data visualizations and reporting solutions to communicate insights effectively to diverse audiences.
  • Develops tools and delivers training programs to enable non‑analytical users to adopt reporting and self‑serve analytics tools.
  • Documents data flow, systems and processes to improve the design, implementation and management of business/group processes.
  • Supports business groups within BMO and, when required, provides insights with broader enterprise scope.
  • Provides specialized consulting, analytical, and technical expertise.
  • Exercises sound judgment to identify, diagnose, and resolve problems within established guidelines.
  • Demonstrates strong ownership and accountability; works independently or collaboratively while handling non‑routine situations.
  • Performs additional responsibilities as assigned.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

• • 7+ years of relevant analytical experience (preferably within banking or FinTech), supported by a post‑secondary degree in a related discipline or an equivalent combination of education and experience.
  • Advanced level of proficiency in SQL and SAS (SAS Macros, Proc SQL etc.)
  • Strong expertise in data visualization tools such as Microsoft Power BI and Fabric, data storytelling and illustration
  • Knowledge and expertise in AWS, PySpark and Python. Good to have experience in AWS migration.
  • Good to have Power Query and Power Automate knowledge
  • In‑depth experience with requirements gathering, data preparation, ETL development, insights design, data analysis, optimization, and automation.
  • Advanced analytical, problem-solving, and data-driven decision-making capabilities.
  • Demonstrated deep technical knowledge and proficiency gained through extensive business experience.
  • Strong, demonstrated stakeholder management capabilities.
  • Strong influencing and negotiation skills.
  • Excellent verbal and written communication skills.
  • Strong collaboration and teamwork abilities.