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This role owns the strategy and execution to move BMO InvestorLine from general-purpose AI assistants to an AI-augmented operating model, where every team is amplified by a supporting network of AI agents working under human direction. It is accountable for the end-to-end path and outcomes, partnering with AI Technology & Analytics teams to build and deliver solutions, while ensuring AI investments scale economically across the enterprise.

AI Enablement & Workforce Transformation

• Own the end-to-end strategy and execution for an AI-enabled workforce, defining and operationalizing a multi-stage roadmap—from augmenting individual workflows, to redesigning processes around AI, to standing up human-led, agent-supported ways of working
• Design the future-state agentic operating model, including a pragmatic, staged rollout with the roles, controls, and governance it requires
• Build executive narratives and business cases, translating a complex transformation into clear, compelling stories with quantified business value
• Lead across a highly matrixed organization to define and operationalize a prioritized backlog of internal AI use cases that create measurable value throughout the transformation
• Partner with AI Technology, Analytics, and Risk teams to activate use cases with pace, with accountability for outcomes
• Establish governance mechanisms to measure and track adoption, impact, and value
• Reinforce responsible AI usage aligned to enterprise governance, risk, and data privacy requirements
• Lead change management across the full journey, starting with the value-accretive adoption of internal AI tools (e.g., communication, activation, champion networks, L&D, prompt/skill/agent libraries)
• Continuously evolve enablement approaches based on feedback, usage patterns, and emerging AI capabilities
  

AI Scalability & Enterprise Alignment

• Partner across Wealth and BMO business & technology teams to identify shared AI opportunities and overlapping demand, helping inform where InvestorLine directs its AI investments
• Lead across multiple lines of business to shape initiatives with scalability in mind, balancing shared build opportunities with InvestorLine specific needs
• Support collaboration on AI initiatives by bringing clarity to scope, ownership, and delivery approach across partners
• Lead the development of cost-sharing and value attribution approaches for jointly developed capabilities
• Define what elements of a solution are scalable (e.g., platforms, core capabilities, workflows) versus what requires tailored builds
• Establish repeatable approaches for extending AI initiatives beyond InvestorLine, reducing friction in scaling and reuse
• Work within and adapt to the evolving Wealth and BMO AI landscape, aligning with broader practices, governance expectations, and ways of working
• Maintain awareness of external trends and approaches to scalable AI deployment to inform internal decisions

Qualifications

Required

• Minimum of two years of management consulting experience with an AI and technology-transformation focus
• Minimum of six years of relevant experience or an equivalent combination of education and experience
• Bachelor’s degree in relevant field
• Technical fluency across the modern AI stack; this is not an AI engineering role, but you must be fluent enough to set strategy and drive execution (e.g., multi-agent systems, evals, guardrails, orchestration, observability, agent identity management)
• Deep understanding of the AI SDLC
• Exceptional communication skills, executive presence, and a proven ability to influence senior stakeholders without direct authority
• Demonstrated experience driving AI adoption and new ways of working at scale
• Working knowledge of responsible AI, governance, and data/privacy requirements in a highly regulated industry
• Strong ownership and accountability for outcomes, balancing strategic thinking with hands-on execution
• Highly collaborative across business, technology, and risk; comfortable shaping structure and leading in ambiguity
  

Preferred

• MBB consulting experience.
• MBA/MSc/PhD in a relevant field from a top institution.
• Financial services or other regulated-industry experience.
• Experience leading in a highly matrixed organization.

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: