Application Deadline:

10/22/2026

Address:

250 Yonge Street

Job Family Group:

Customer Solutions

#bmoinsurance

The Director Insurance - Digital Strategy & Delivery is a senior insurance transformation leader accountable for enterprise insurance strategy execution, fiscal planning, and modernization investment outcomes across BMO Insurance. This role translates insurance business strategy and capital allocation decisions into delivered results through disciplined portfolio management, investment prioritization, modernization delivery, and business line architecture alignment.

The Director leads complex, multi-year strategies spanning core insurance platforms, data and AI, distribution, and operating model modernization. The role ensures investments are strategically aligned, financially sound, architecturally coherent, and operationally sustainable, delivering measurable value across Retail, Advisory, and Institutional insurance businesses.

Mandate

- Insurance strategy and enterprise alignment: Operationalize insurance strategy through clearly sequenced modernization roadmaps aligned to growth, efficiency, and risk priorities.
- Fiscal planning and investment portfolio management: Own funding investment planning, capital allocation, re-forecasting, and performance tracking across the insurance portfolio.
- Strategy articulation and stakeholder alignment: Shape and communicate clear, compelling strategies through high-quality executive narratives and presentations that align stakeholders, partners, and delivery teams around a shared modernization journey.
- Business casing and funding governance: Define, govern, and prioritize initiatives through rigorous business cases, stage gates,



and outcome-based funding decisions.
- Business architecture and delivery governance: Ensure initiatives align to target business architecture, technology standards, and long-term sustainability.
- Vendor and ecosystem leadership: Structure and manage strategic vendor partnerships to deliver predictable outcomes and value realization.
- Change, continuity and adoption: Lead technology and AI change while safeguarding core insurance operations and regulatory commitments.
- Enterprise partnership and mobilization: Work closely with Technology, AI, Procurement, Risk, Finance, Data, and Strategy partners acss the enterprise to align priorities, mobilize resources, and execute initiatives forward at pace.

KEY RESPONSIBILITIES:

Insurance Strategy, Investment Planning and Portfolio Management

- Act as a strategic execution partner to Insurance leadership, translating enterprise and line-of-business strategies into funded, sequenced modernization initiatives.
- Own the insurance modernization investment portfolio, including capital planning, multi-year forecasting, re-prioritization, and perks realization tracking.
- Lead annual and in-flight fiscal planning for modernization initiatives (CapEx/OpEx), ensuring financial discipline, transparency, and value-for-money decisions.
- Balance growth, efficiency, regulatory,



and resiliency investments, making trade-offs explicit and evidence-based.

Strategy, Roadmap and Business Case Development

- Develop clear, decision-ready strategy materials, roadmaps, and business cases that frame trade-offs, sequencing, and outcomes for executive and enterprise audiences.
- Build and maintain an enterprise-aligned insurance modernization roadmap integrating product, distribution, platform, data, and AI capabilities.
- Identify high-impact insurance opportunities and develop robust business cases (ROI, NPV, TCO, CSM impact, risk, and feasibility).
- Conduct insurance-specific financial modeling to support prioritization, funding approvals, and stage-gate decisions.
- Ensure initiatives are architected end-to-end for long-term business sustainability and operational scalability.

Business Architecture and Enterprise Alignment

- Partner with Architecture, Technology, and Business leaders to ensure initiatives align to target insurance business architecture, operating models, and platform strategy.
- Drive coherence across process, data, technology, and organizational design, reducing fragmentation and technical or operational debt.
- Ensure modernization decisions consider enterprise reuse, interoperability, and future-state scalability across Retail, Advisory, and Institutional businesses.

Initiative Governance and Delivery

- Establish and run portfolio, operating, and steering governance cadences with clear decision rights and escalation paths.
- Drive cross-functional execution with disciplined scope, milestone, dependency, and risk management.
- Drive execution end-to-end through a

📌 Director Insurance (Toronto)
🏢 BMO
📍 Toronto