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Role Overview Role Overview : This role provides senior technology leadership for the design, delivery, and ongoing management of enterprise-scale data management, analytical reporting, AI-enabled solutions, and Salesforce Financial Services Cloud (FSC) capabilities in support of our Canadian Wealth Management businesses. The leader acts as a platform owner and trusted advisor to business and technology stakeholders, ensuring platforms enable high-quality client and advisor experiences, actionable insights, and strong regulatory compliance, while meeting enterprise standards for architecture, security, governance, data privacy, and operational resilience. The role has two primary mandates: AWS cloud-native data, analytics, and AI platforms that support enterprise reporting, insight generation, and regulatory transparency, along with similar technologies in use at the Bank, including Netezza and Azure data platforms. Salesforce Financial Services Cloud as the system of engagement for client, advisor, and relationship management, tightly integrated with enterprise data and analytics capabilities. Key Responsibilities Platform Ownership & Technology Leadership Act as platform owner across both AWS and Salesforce FSC, establishing clear standards for architecture, data models, integration, security, and operational support. Lead end-to-end delivery—from strategy and architecture through build, deployment, and production support—ensuring consistent execution, transparency, and control. Ensure platforms support key wealth management outcomes including client insights, advisor productivity, suitability, oversight, and regulatory reporting. Wealth Data, Analytics & AI Enablement (AWS) Deliver modern data management and analytical reporting platforms on AWS that enable trusted, timely insights for wealth business management, risk oversight, and regulatory obligations. Ensure strong data foundations for client, account, product, transaction, and advisor data, including data quality, lineage, controls, and auditability.



Champion the use of machine learning and generative AI to enhance: Client segmentation and insights Predictive analytics and forecasting Automation of reporting and controls Decision support for advisors and leaders Embed responsible AI practices, including explainability, model governance, data privacy, and risk management, aligned with regulatory expectations. Salesforce Financial Services Cloud Enablement Provide senior leadership for the delivery and evolution of Salesforce Financial Services Cloud as the core Wealth client relationship management platform, used by our client-facing and head-office operational staff across our Private Wealth, Investorline, and BMO Insurance businesses. Ensure FSC supports end-to-end wealth management processes, including client onboarding, KYC, relationship hierarchies, advisor workflows, and service interactions. Lead integration between Salesforce FSC and enterprise data, analytics, and AI platforms on AWS, enabling a single, consistent view of the client and advisor. Champion future responsible use of AI and generative AI within Salesforce, such as intelligent automation, personalization, next-best-action, and forecasting, aligned with regulatory and ethical standards. Strategic Planning & Stakeholder Engagement Act as a trusted advisor to senior wealth business and technology leaders, contributing to platform strategy, investment planning, and initiative prioritization. Balance business value, regulatory risk, delivery timelines, and cost across a complex portfolio of initiatives. Identify opportunities to modernize wealth platforms and operating models to improve client experience, advisor productivity, insight quality, and compliance outcomes.



Delivery Management & Vendor Oversight Manage delivery across multiple, concurrent initiatives spanning AWS and Salesforce FSC platforms. Oversee system integrators, cloud providers, and internal technology partners to ensure high-quality, cost-effective delivery aligned with enterprise and regulatory standards. Ensure strong operational readiness, release management, and support models for all production platforms. People & Culture Leadership Build and lead high-performing teams across data engineering, analytics, AI, and Salesforce delivery. Develop talent with strong understanding of wealth management, data, and regulatory context, alongside deep technical capability. Foster a culture of delivery accountability, stakeholder collaboration, and continuous improvement. Qualifications & Experience 10+ years of progressive experience in senior technology leadership roles within wealth management, financial services, or other regulated environments. Deep expertise in AWS-based data, analytics, and AI platforms, including enterprise reporting and governance. Strong experience delivering Salesforce platforms, with a clear preference for Financial Services Cloud in a wealth context. Proven ability to integrate Salesforce with enterprise data and analytics ecosystems. Strong understanding of wealth regulatory expectations, data governance, and operational risk. Executive-level communication and stakeholder management skills. Salary & Pay Type Salary: $121,600.00 - $211,800.00 Pay Type: Salaried 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. 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. To view more details of our advantages, please visit: #J-18808-Ljbffr

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📌 Lead Middleware Platforms Manager For Integration Solutions (Toronto)
🏢 BMO
📍 Toronto