Lead strategic initiatives in Portfolio Management as the Director at BMO Financial Group. Drive business architecture and transformation to enhance investment capabilities within the Wealth Technology Transformation Program.

As the Director & Business Architect for Investment Management, you'll provide essential leadership for BMO's Portfolio Management workstream. Key responsibilities include defining future-state capabilities, leading business transformation efforts, and ensuring alignment with operational models. You’ll apply your extensive experience in wealth management to enhance client offerings and drive impactful business decisions.

Key Responsibilities:
• Define future-state architecture for Portfolio Management
• Develop and execute the business architecture roadmap




• Translate architecture into prioritized business requirements
• Challenge existing practices and introduce best-in-class methods
• Ensure solutions reflect advisor and client needs

Requirements:
• Minimum 10 years in private wealth or investment management
• Experience with large-scale transformation initiatives
• Solid knowledge of wealth-management operations
• Proven ability to influence and lead diverse stakeholders
• Exceptional analytical and communication skills

Your expertise in business architecture and wealth management can make a significant impact at BMO Financial Group.
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📌 Director of Portfolio Management at BMO (Ontario)
🏢 BMO
📍 Ontario