We are seeking a manager to join the Assisted Onboarding Journey Enablement team within Business Banking. This role will be responsible for leading and delivering initiatives that enhance the assisted onboarding experience by streamlining origination, decisioning, and fulfillment across the Business Banking product suite.

The successful candidate will identify and execute opportunities to enhance the end-to-end client journey, leading strategic initiatives from opportunity identification through implementation, adoption, and benefits of realization. They will leverage journey performance insights to uncover growth opportunities, improve client and employee experiences, and deliver process and digital enhancements in close partnership with Technology and Digital teams.

In addition, they will identify opportunities to leverage AI to enhance and reimagine the client experience, automate processes, and strengthen risk and fraud outcomes. This is a business-led transformation and project delivery role, focused on designing and implementing business processes, operating models and service improvements in partnership with Technology.

Own specific Assisted Onboarding outcomes and performance measures, ensuring initiatives deliver measurable improvements for clients, employees and the business.

Develop business cases, recommendations, process designs and implementation plans to support journey priorities and strategic objectives.

Support the development of dashboards and reports to track journey outcomes such sales units sold through assisted channels, completion rates, savings from digitization, AI enablement and usage, cost to serve, reduction in platform usage across CBB, process optimization, % of fully digitized forms, service volumes, and cycle times.

Independently manage multiple concurrent projects and workstreams, balancing competing priorities while maintaining delivery quality and stakeholder alignment.

Identify, assess and prioritize onboarding pain points, operational inefficiencies and client experience challenges, developing practical solutions that improve performance and simplify processes.

Partner with Product, Operations, Digital, Technology, Frontline teams and Business Governance partners to define requirements, resolve issues and execute changes.

Assists in the development of strategic plans.





Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.

and/ or end-user materials.

Assists with the documentation of end user materials.

Assists with training and transition of processes and tools/templates to appropriate process owners.

Ensures the processes adhere to applicable risk, regulatory and compliance requirements.

Supports management of processes using established methodologies and tools/system/technology.

Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.

Participates in the integration of Core Process transformation across business/groups to deliver process improvements for productivity savings and enhanced customer/employee experience.

Stays abreast of industry technical and business trends through participation in professional associations, practice communities & individual learning.

Provides specialized consulting, analytical and technical support.

Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Hybrid role - able to come to BMO Place office at least 3 days a week (subject to change in line with organizational policy).

Experience leading process improvement, business transformation, operational excellence or change initiatives within a large, complex organization.

Demonstrated ability to independently lead multiple projects or workstreams simultaneously, managing scope, priorities, stakeholders, dependencies, risks and delivery timelines.

Strong process design experience,



including current-state assessment, future-state design, root-cause analysis, requirements development, implementation planning and advantages realization.

Proven ability to identify opportunities, develop recommendations, influence decisions and execute improvements with limited direction.

Strong analytical and problem-solving capabilities, with the ability to translate data, frontline feedback and operational insights into actionable improvements.

Excellent communication and stakeholder management skills, including facilitating working sessions, building alignment and presenting recommendations to senior leaders.

Experience in onboarding, lending, account opening, fulfillment, servicing, operations or other client-facing business processes is considered an asset.

Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

Knowledge of business analysis, project delivery practices and standards across the project lifecycle - In-depth.

Knowledge of business/group processes, procedures and controls - In-depth.

Understanding of risk, regulatory and compliance requirements - In-depth.

Deep knowledge and technical proficiency gained through extensive education and business experience.

Data driven decision making - In-depth.

Salaries for part-time roles will be pro-rated based on number of hours regularly worked. 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. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. It calls on us to create lasting, positive change for our customers, our communities and our people. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

Accommodations are available on request for candidates taking part in all aspects of the selection process.

📌 Management Support Assistant (Toronto)
🏢 BMO
📍 Toronto