Date limite pour présenter sa candidature : 10/16/2026

Adresse : 100 King Street West

Groupe de famille d'emploi : Stratégies et gestion du changement

Role Overview Treasury & Payment Solutions (TPS) Sales is strengthening its Business Management team through a dedicated Sales Intelligence & Data Management capability. The function will bridge enterprise data and front-line decision-making by converting fragmented information into trusted client, coverage, portfolio and performance intelligence.

We are seeking a strategic, analytically rigorous leader who can own the TPS Sales data-to-decision lifecycle, translate complex datasets into clear commercial insights, and build sustainable reporting and management processes. This individual will act as a trusted advisor to TPS Sales leadership and partner across Finance, Data & Analytics, Product, Technology and other enterprise functions to improve decision-making, sales execution and change outcomes.

Mandate Establish and operate a trusted TPS Sales intelligence capability that connects enterprise data foundations with TPS-specific client identity, coverage ownership, performance logic and commercial context. The role will enable leadership to make repeatable, evidence-based decisions on growth, portfolio quality, sales capacity, resource deployment and strategic execution.

This Position Offers

High visibility with senior leaders across TPS, CCB and enterprise functions.

Broad exposure to sales strategy, client and portfolio analytics, performance management, governance, risk and transformation.

The opportunity to shape how TPS Sales uses data to optimize coverage, capacity, growth and execution.

A dynamic environment where critical thinking, ownership,



collaboration and proactive problem-solving are highly valued.

Key Responsibilities

Own the TPS Sales data-to-decision lifecycle, establishing trusted and repeatable foundations for client, coverage, portfolio and performance intelligence.

Establish trusted client and coverage intelligence by helping design sustainable solutions for fragmented client identity, Client-RM-TPS Sales ownership mapping, portfolio assignments and ongoing maintenance across systems.

Deliver coverage, capacity and portfolio gearing assessments on a bi-annual basis, identifying under-covered, over-covered and unassigned client relationships to inform resource deployment, portfolio optimization and workforce planning.

Produce monthly sales and product intelligence at the national, regional, team, salesperson and product levels, including pipeline, onboarding, activity, revenue, portfolio and performance insights.

Translate complex datasets from multiple sources into concise, executive-ready reporting and narratives that highlight performance drivers, risks, growth opportunities, market trends and capacity constraints.

Support forecast and performance-review rhythms by clarifying results against plan and prior periods, identifying variances early, and improving visibility into leading and lagging indicators and controllable performance drivers.





Monitor adoption and effectiveness of sales tools, platforms and strategic initiatives through behavioural insight, process-adherence reporting and recommendations that strengthen execution and change outcomes.

Partner across Finance, Data & Analytics, Product, Technology and other functions to improve data quality, reporting infrastructure, business rules and scalable processes while ensuring TPS Sales requirements and commercial context are represented.

Serve as the TPS Sales intelligence partner for strategic and transformation initiatives, providing structured analysis, executive reporting, ad hoc insights and data support for initiatives requiring TPS Sales execution.

Operate with a high degree of ownership and initiative, managing recurring and time-sensitive deliverables while bringing structure to ambiguity and advancing high-priority work for TPS Sales leadership.

Qualifications & Experience

4-7+ years of experience in financial services, management consulting, business intelligence, sales strategy, business management or a related field.

Strong analytical and problem-solving capability, with the ability to reconcile, synthesize and interpret large or complex datasets from multiple sources.

Demonstrated ability to translate analysis into commercial insight, executive narratives and practical recommendations.

Experience with performance reporting, portfolio analytics, sales operations, financial planning or management information is strongly preferred.

Understanding of data quality, client identity, ownership mapping, business rules and reporting governance is an asset.

Excellent communication and executive storytelling skills, with robust atte

📌 Associate director, business management, ccb tps sales (Winnipeg)
🏢 BMO Financial Group
📍 Winnipeg