Drive impactful investment initiatives with BMO Private Wealth as an Associate Director of Investment Platform. Lead and implement strategies to enhance client outcomes and operational effectiveness.

The Associate

Director of Investment Platform will manage strategic investment management initiatives, balancing regulatory and operational needs. This senior role requires solid expertise in investment products and business transformation. By overseeing project lifecycles, you'll ensure timely delivery and measurable business value while navigating complex stakeholder dynamics. Key Responsibilities:

- Lead investment platform projects from concept to implementation
- Manage cross-functional teams across various departments
- Analyze investment-related issues for strategic recommendations




- Monitor project performance and address issues proactively
- Develop change management plans for new solutions adoption Requirements:
- Minimum 7 years in investment or wealth management
- Experience in leading strategic initiatives from concept through execution
- Strong understanding of investment governance and compliance
- Proven stakeholder relationship management skills
- Excellent analytical and problem-solving capabilities Utilize your investment expertise to advance strategic initiatives at BMO Private Wealth and achieve organizational objectives.

📌 Associate Director of Investment Strategy (Toronto)
🏢 Socket.dev
📍 Toronto