Senior Manager, Wealth Operations

BMO U.S.

BMO bank operations leader overseeing investment services, regulatory controls, teams, and strategic initiatives. Driving process improvement, analytics, stakeholder service, and risk-informed business decisions.

Posted 8/18/2026full-timeNewport Beach • California, Illinois • 🇺🇸 United StatesSenior💰 $112,200 - $209,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expert knowledge in Investment Operations, business risk, and regulatory requirements while effectively leading teams and managing performance. Proficient in data analysis, strategic planning, and developing communication plans to influence stakeholders and drive business objectives.

Highest-signal resume keywords

Investment Operations ExpertiseBusiness Risk ManagementData Analysis and ReportingTeam Leadership and DevelopmentRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisBusiness Case DevelopmentProcess ImprovementFinancial ControlsRegulatory RequirementsPerformance MonitoringChange ManagementRisk Management FrameworkAnalytical SkillsPC Skills

Soft Skills

Communication SkillsCustomer Service SkillsCollaboration SkillsProblem-Solving SkillsInfluence Skills

Tools & Technologies

MS WordMS ExcelMS PowerPoint

Industry Keywords

Investment ProductsOperational GuidelinesStakeholder EngagementService Level AgreementsContinuous Improvement

About the role

Key responsibilities & impact

Provide support and service for BMO’s Investment Operations function and business stakeholders
Execute and deliver Investment product and service processes in accordance with financial and regulatory controls and operational guidelines
Lead teams, develop talent, coach employees, recognize performance, and manage performance issues
Provide strategic input and recommendations to senior leaders on business strategy and initiatives
Develop business cases, identify needs, analyze options, and assess expected return on investment
Manage resources and lead strategic initiatives to achieve business and financial goals
Define business requirements for analytics and reporting, and produce regular and ad-hoc reports
Monitor and track performance and address issues
Build and lead change management plans and activities
Develop communication plans and tailored messaging to influence or change behavior
Identify and implement best practices and use technology to improve process delivery
Develop and manage business/group programs and recommend enhancements
Analyze and resolve complex issues and escalate exceptions to senior management when required
Oversee the design, development, and implementation of tools and training
Lead or participate in process and system continuous-improvement initiatives
Oversee vendor relationships and ensure agreements meet requirements
Ensure accurate and timely processing of transactions and services in compliance with controls
Respond accurately and knowledgeably to internal and external stakeholder questions and requests
Follow policies, procedures, and Service Level Agreements for day-to-day operations
Check and reconcile information and documentation for accuracy and completeness
Analyze data and provide insights and recommendations
Collaborate with internal and external stakeholders to deliver business objectives
Maintain understanding of regulatory requirements and operational risks
Support development of tools and delivery of training
Serve as a specialist resource to senior leaders and stakeholders
Apply expertise and creative problem solving to complex, ambiguous, and non-routine situations
Implement changes in response to shifting trends
Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and regulations

Requirements

What you’ll need

Typically 7+ years of relevant experience
Post-secondary degree in a related field of study, or an equivalent combination of education and experience
Expert knowledge and experience using relevant systems and technology
Expert knowledge of business-unit products, services, processes, and controls
Expert knowledge of business risk and regulatory requirements
In-depth prioritization skills
Expert customer service skills
Expert PC skills, including MS Word, Excel, and PowerPoint
Ability to multitask in a fast-paced environment
Combination of education, experience, and industry knowledge
In-depth/expert verbal and written communication skills
In-depth/expert analytical and problem-solving skills
In-depth/expert influence skills
In-depth/expert collaboration and team skills, with a focus on cross-group collaboration
Ability to manage ambiguity
In-depth/expert data-driven decision-making skills
Ability to apply risk-informed judgment within approved policies, standards, procedures, laws, and regulations

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones
Reasonable accommodations for individuals with disabilities