Centralized Support Operations Manager

This is a fully remote position, open to applicants in Canada.

📋 Description

• Assist the branch and/or region in reaching business goals by providing operational support and managing sales compliance along with regulatory requirements.

• Promote a culture that reflects BMO’s purpose, values, and strategies.

• Link work to BMO’s mission, establish goals and expected outcomes, and ensure accountability throughout the process.

• Create interdependent teams and collaborate across various functional and operational groups.

• Attract, retain, coach, acknowledge, and develop team members; effectively manage underperformance.

• Contribute to market business development strategies.

• Address client issues and escalations promptly.

• Conduct risk assessments and compliance monitoring; suggest risk and regulatory solutions.

• Evaluate issues, data, and strategic challenges to offer insights and recommendations.

• Support strategic plans and initiatives by engaging with both internal and external stakeholders, including regulators.

• Monitor initiative metrics and milestones to ensure alignment with stakeholders.

• Organize databases in line with data governance standards.

• Track performance, identify challenges, and generate regular and on-demand reports and dashboards.

• Lead or take part in change management and communication initiatives.

• Prepare documentation and findings related to compliance monitoring and risk assessments.

• Carry out administrative reviews, regulatory filings, and transaction reporting.

• Maintain branch organization, delegation templates, and policies and procedures effectively.

• Oversee cash and securities responsibilities as well as operational compliance.

• Drive operational programs and evaluate the quality of execution.

• Serve as a subject matter expert on business applications and systems.

• Supervise operational controls and facilitate corrective actions as necessary.

• Identify and recruit candidates for sales and service positions.

• Support trainee mentorship and oversee performance during and after the 18-month training period.

• Design, implement, and manage essential business/group processes and programs.

• Create tools and training programs and provide training as required.

• Offer administrative and operational support for financial and transactional processing, account management, documentation, and compliance.

• Uphold service standards, escalate discrepancies, and adhere to risk and compliance policies.

• Safeguard the Bank’s assets while complying with regulatory, legal, and ethical standards.

⛳️ Requirements

• Generally 5–7 years of relevant experience.

• Post-secondary degree in a related field or a suitable combination of education and experience.

• Sales and service experience is preferred.

• Extensive operational experience is required.

• Supervisory or leadership experience is necessary.

• Comprehensive experience with financial planning products and associated technologies.

• Must fulfill licensing and certification requirements for the team, branch, and jurisdiction where the role is performed.

• Profound knowledge and technical expertise developed through extensive education and business practice.

• Excellent verbal and written communication skills.

• Strong collaboration and teamwork abilities.

• Exceptional analytical and problem-solving capabilities.

• Strong influencing skills.

• Excellent data-driven decision-making abilities.

🏝️ Benefits

• Incentives based on performance.

• Discretionary bonuses.

• Health insurance coverage.

• Tuition reimbursement programs.

• Accident and life insurance options.

• Retirement savings plans.

• Comprehensive training and coaching opportunities.

• Support from management.

• Opportunities for networking.

• Accommodations available upon request during the selection process.