Bank of Montreal

VP, Strategy & Business Management, Equity Derivatives

Bank of Montreal$260K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree in Business, Economics, Finance, or a related discipline.
  • MBA, CFA, CPA, CA, or equivalent is an asset.
  • 5-8+ years of experience in relevant Capital Markets roles.
  • Strong understanding of equity derivatives and structured products.
  • Proficiency in Excel and PowerPoint, with analytical capabilities.

Responsibilities

  • Shape and execute GED’s strategic agenda with measurable outcomes.
  • Prepare executive materials synthesizing financial and strategic insights.
  • Support financial performance management through detailed analysis.
  • Lead strategic initiatives, establishing clear objectives and metrics for success.
  • Coordinate growth initiatives across front-office and enabling functions.
  • Improve operational efficiency through analytics and process redesign.
  • Provide reporting on initiative status and management-required actions.

Benefits

  • Health insurance coverage.
  • Tuition reimbursement for further education.
  • Accident and life insurance options.
  • Retirement savings plans with employer contributions.
  • Performance-based incentives and discretionary bonuses.
Full Job Description

Application Deadline:

10/05/2026

Address:

151 W 42nd Street

Job Family Group:

Capital Mrkts Sales & Service

Mandate

BMO Capital Markets is seeking a Vice President, Strategy & Business Management to support the continued growth, performance, and operational effectiveness of the Global Equity Derivatives (GED) business.

Reporting to the Managing Director, Strategy & Business Management for GED, the Vice President will execute key elements of the business strategy, performance management, governance, and priority initiatives. Guided by the Managing Director, the Vice President will operate independently within assigned responsibilities and connect the front office with Finance, Risk, Operations, Technology, Legal, Compliance, Client Onboarding, Product Control, and other partners to drive disciplined execution across the franchise.

Global Equity Derivatives comprises Equity Options; Corporate Derivatives, including Convertibles and Preferreds; Structured Notes; and Exchange-Traded Notes (ETNs). The role provides broad exposure to products, functions, and senior leaders while helping scale a growing global franchise.

Key Accountabilities

Strategy, Performance Management & Executive Support

  • Partner with the Managing Director to shape and execute GED’s strategic agenda, translating enterprise and business priorities into actionable plans, measurable outcomes, and effective governance.
  • Prepare board, management committee, business review, and executive materials that synthesize financial, operational, risk, and strategic information into clear insights and recommendations.
  • Support financial performance management through P&L reviews, revenue and expense analysis, forecasting, variance analysis, business cases, and performance commentary.
  • Provide analysis, constructive challenge, and execution support to senior leaders on strategic priorities, investment decisions, risks, and opportunities.

Business Execution & Transformation

  • Lead strategic, regulatory, operational, and technology initiatives from planning through implementation, establishing clear objectives, milestones, dependencies, accountabilities, and measures of success.
  • Support growth initiatives and new product launches by coordinating front-office requirements and aligning stakeholders across enabling functions.
  • Improve scalability, client experience, data quality, controls, workflow efficiency, and operational resilience through automation, analytics, artificial intelligence, and process redesign.
  • Provide transparent reporting on initiative status, financial commitments, risks, decisions, and actions required from management.

Business Intelligence & Management Reporting

  • Develop and maintain management reporting on financial and operating performance, business activity, service levels, risk indicators, and franchise priorities.
  • Analyze trends and performance drivers, identifying emerging risks and opportunities to support timely decisions.

Business Management & Operational Excellence

  • Serve as a liaison between the front office and enabling functions to resolve issues affecting clients, trading activity, revenue generation, or risk management.
  • Partner across Sales, Trading, Structuring, Finance, Risk, Operations, Technology, Legal, Compliance, Client Onboarding, and Product Control to improve processes and execution across the trade lifecycle.
  • Use operational metrics and exception reporting to identify process gaps, control weaknesses, and opportunities to improve the client and employee experience.

Governance, Risk & Controls

  • Support the global business’s governance and control framework, including risk assessments, control reviews, audits, and regulatory examinations, as applicable.
  • Track and escalate operational, regulatory, conduct, and reputational risks, coordinating remediation and monitoring action plans through closure.
  • Maintain clear documentation of business processes, controls, policies, and procedures.

Qualifications

Education

  • Undergraduate degree in Business, Economics, Finance, or a related discipline.
  • MBA, CFA, CPA, CA, or an equivalent professional designation is considered an asset.

Experience and Required Skills

  • 5-8+ years of experience in Capital Markets, Global Markets, Business Management, Finance, Product Control, Operations, or a related function.
  • Understanding of equity derivatives, structured products, listed options, convertibles, preferred securities, or exchange-traded products.
  • Experience leading cross-functional initiatives and driving outcomes in a complex, matrixed environment.
  • Strong commercial mindset and the ability to connect strategy, financial performance, risk, and execution.
  • Excellent analytical, financial modeling, problem-solving, and business case development capabilities.
  • Ability to manage competing priorities, exercise sound judgment, and escalate issues effectively.
  • Advanced proficiency in Excel and PowerPoint; experience with management reporting, data visualization, and analytics tools.
  • Exceptional written and verbal communication skills, including the ability to distill complex topics for senior audiences.

Please note the base salary for this role is $260,000 USD

Salary:


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: 

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

Similar Jobs

More Jobs at Bank of Montreal

More Finance & Insurance Jobs

Find similar VP, Strategy & Business Management, Equity Derivatives jobs: