Manager, Managed Account Services
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Job Description
Manager of Investment Operations executing investment product and service processes for BMO. Aligning team goals with business objectives and managing stakeholder relationships.
Responsibilities:
- Provides support and service for the Investment Operations function of BMO’s business stakeholders and customers.
- Executes and delivers on Investment product and service processes ensuring adherence with financial and regulatory controls and operational guidelines.
- Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
- Ensures alignment between values and behaviour that fosters diversity and inclusion.
- Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
- Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
- Attracts, retains, and enables the career development of top talent.
- Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
- Acts as a trusted advisor to assigned business/group.
- Influences and negotiates to achieve business objectives.
- Recommends and implements solutions based on analysis of issues and implications for the business.
- Identifies emerging issues and trends to inform decision-making.
- Assists in the development of strategic plans.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Communicates with internal business partners and external customers in response to standard and non-standard inquiries.
- Designs and produces regular and ad-hoc reports, and dashboards.
- Monitors and tracks performance, and addresses any issues.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendation.
- 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.
- Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
- Develops and manages a business/group program.
- Reviews the program for effectiveness, considers industry trends, and recommends enhancements; makes changes as required.
- Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information.
- Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.
- Fulfills routine and frequently non-routine transactions, responds to internal business partner and/or external customer inquiries / requests, and/or audit/reconciliation activities.
- Analyzes and resolves complex issues in accordance with Bank and industry standards.
- Acts as primary back-up to team members and as back-up to the manager.
- Evaluates circumstances requiring exceptions and engages senior management for resolution.
- May act as the day-to-day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.
- Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
- Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.
- Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs).
- Checks and reconciles information and documentation to ensure accuracy and completeness.
- Analyzes data and information to provide insights and recommendations.
- Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required.
- Communicates and collaborates with internal and external stakeholders to deliver on business objectives.
- Develops and maintains effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations.
- Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity.
- Collaborates in the development / implementation of new processes/systems and changes / improvements to existing systems and processes.
- Supports the development of tools and delivery of training focused on delivering business results.
Requirements:
- Typically between 5 - 7 years of relevant experience
- post-secondary degree in related field of study or an equivalent combination of education and experience
- Knowledge and experience using relevant systems and technology – In-depth
- Knowledge and understanding of the business unit’s key products and services, processes and controls – In-depth
- Knowledge of the risk and regulatory requirements of the business – In-depth
- Prioritization skills – Good
- Customer service skills – In-depth
- PC skills (MS Word, Excel, PowerPoint) – In-depth
- Ability to multi-task in a fast-paced environment
- Verbal & written communication skills - In-depth
- Collaboration & team skills - In-depth
- Analytical and problem solving skills - In-depth
- Influence skills - In-depth
- Data driven decision making - In-depth
Benefits:
- health insurance
- tuition reimbursement
- accident and life insurance
- retirement savings plans
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