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Strategic Analyst, AI & Banking Technology

B2B Banking & Credit Technology | Emerging Technology

Overview

The B2B Banking & Credit Technology ecosystem supports the full client lifecycle—from prospecting and onboarding through credit adjudication, deal execution, funding, servicing, and reporting. This environment spans a highly integrated and regulated landscape of in-house platforms, vendor solutions, and cross-functional business domains.

We are seeking a high-impact Strategic Analyst to drive AI, automation, and process transformation initiatives across this ecosystem. This role is designed for a curious, execution-oriented leader who is energized by emerging technology and actively stays ahead of the evolving AI landscape.

This is a hands-on delivery role, not a coordination function. The successful candidate will take ownership of outcomes, drive clarity in ambiguous situations, and execute across multiple concurrent initiatives with a high bar for quality, speed, and accountability.

Key Responsibilities

Delivery Leadership & Execution

• Lead delivery across complex initiatives by actively managing timelines, dependencies, risks, and decision points to ensure consistent progress
• Take end-to-end ownership of workstreams, driving execution and ensuring alignment to business outcomes
• Navigate ambiguity and remove blockers to maintain forward momentum across initiatives

Cross-Functional Alignment

• Act as a connector between business, technology, and vendor teams to align priorities and drive progress
• Translate business needs into structured, actionable inputs for technical teams
• Ensure stakeholders remain informed, engaged, and aligned throughout delivery

AI, Automation & Transformation

• Identify and advance opportunities to apply AI, automation, and emerging technologies to improve processes and outcomes
• Bring forward ideas, use cases, and practical applications grounded in business context
• Stay current with AI tools, trends, and capabilities, and apply them meaningfully within the organization

Analysis & Structured Problem-Solving

• Break down complex or ambiguous problems into clear, executable components
• Analyze data, workflows, and processes to generate actionable insights and recommendations
• Apply strong domain knowledge (Commercial Lending, Credit Risk, Capital Markets) to inform solutioning and prioritization

Artifacts & Executive Communication

• Develop clear, concise, and executive-ready deliverables (presentations, briefings, summaries)
• Produce core artifacts including requirements, process maps, workflows, and documentation
• Communicate proactively with stakeholders on progress, risks, and next steps

Qualifications & Experience

• 5–10 years of experience in banking or financial services
• Strong domain exposure to Commercial Lending, Credit Risk, Capital Markets, or banking platforms (required)
• Demonstrated experience supporting technology delivery (requirements, testing, implementation, SDLC)
• Proven ability to operate independently and drive work to completion in fast-paced environments
• Experience managing multiple priorities with evolving scope and ambiguity
• Strong track record of producing high-quality, executive-ready deliverables

Skills & Competencies

• AI & Emerging Technology Mindset
  Actively explores and applies AI tools, trends, and innovations
• Domain Expertise
  Strong understanding of how banking and credit processes translate into technology solutions
• Execution & Ownership
  Drives outcomes with accountability, responsiveness, and attention to detail
• Structured Thinking
  Ability to decompose complex problems into actionable steps
• Communication
  Clear, concise, and proactive across both business and technical audiences
• Adaptability
  Thrives in evolving, ambiguous environments with shifting priorities
• Time & Priority Management
  Effectively manages multiple concurrent workstreams

Ideal Candidate Profile

• Highly curious and driven to understand how systems, processes, and technologies work
• Actively engaged in learning and applying AI beyond immediate job responsibilities
• Comfortable challenging assumptions and driving clarity where it does not exist
• Operates with a strong sense of ownership and urgency
• Thrives in high-performance environments with elevated expectations and autonomy

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: