Senior Client Onboarding Manager – Large Market, Retirement
Transamerica
Reporting and Governance Analyst
BMO U.S.
full-time
Posted on:
Origin: • 🇺🇸 United States • California, Illinois
Visit company websiteSalary
💰 $57,500 - $106,500 per year
Job Level
Mid-LevelSenior
About the role
- Provide oversight, monitoring and reporting on operational risks for a designated portfolio
- Develop and monitor the operational management framework, including governance framework & practices to manage operational risks
- Provide policies & standards, methodologies and controls to increase transparency, accuracy and consistency
- Work with stakeholders to implement methodology, metrics and program standards; ensure compliance and timely reporting
- Independently assess operational risk profile, exposures, initiatives and system/control weaknesses
- Assist with interpretation of regulations and assess impacts to governance frameworks
- Support development and execution of strategic initiatives; analyze data to provide insights and recommendations
- Manage databases and support analysis, forecasting and data visualization adhering to data governance standards
- Assess education & training needs; develop/deliver training and communication plans to influence behaviour
- Support change management, oversight/governance activities, and maintenance/measurement/reporting of risk programs
- Support governance meetings (committee, management, board): prepare agendas, documentation, and meeting minutes
- Administer operational risk program activities, identify potential risk situations and escalate per guidelines
- Build relationships with business stakeholders and Corporate Support Areas to provide second line of defense support
- Maintain tools and templates for operational risk programs (RCSA, SOX, regulatory compliance)
Requirements
- Typically between 4 - 6 years of relevant experience
- Post-secondary degree in related field of study or an equivalent combination of education and experience
- Working / in-depth knowledge operational risk management practices
- Working / in-depth knowledge of the designated business / product portfolio
- Working / in-depth knowledge of regulatory requirements
- Working / in-depth knowledge of quantitative techniques and economic capital methodologies
- Working / In-depth knowledge & experience with risk policy frameworks; quality control / testing frameworks
- Technical proficiency gained through education and/or business experience
- 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
