Senior Manager, T&O M&A, Strategic Initiatives

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Senior Manager, M&A Technology & Operations

Overview

This Senior Manager, M&A Technology & Operations supports the planning and execution of complex mergers, acquisitions, divestitures and other strategic transactions across Technology & Operations.

The role supports transactions across the deal lifecycle, from due diligence and transaction planning through close, Day 1, transition, separation/integration and post-close execution. The role works across Technology & Operations and key Enterprise functions to identify technology implications, establish execution strategies, manage dependencies and risks, and drive readiness against critical transaction milestones.

The role also supports the M&A Centre of Excellence by applying lessons learned across transactions, strengthening execution standards, playbooks, tools and governance, and continuously improving how Technology & Operations executes future deals.

The Senior Manager, M&A Technology & Operations, operates across senior executives, technology teams, business partners and external advisors and requires strong program leadership, communication, problem-solving, negotiation and stakeholder management skills.

Core Responsibilities

• Lead and coordinate Technology & Operations activities across complex M&A transactions, including acquisitions, divestitures, separations and other strategic initiatives.
• Support the full transaction lifecycle, including due diligence, transaction planning, Day 1/close readiness, separation or integration, transition and post-close execution.
• Translate transaction requirements into an executable T&O strategy and roadmap, identifying key milestones, dependencies, decisions, risks, resources and accountabilities.
• Coordinate technology due diligence, assessing key applications, infrastructure, cybersecurity, data, third parties, contracts and operational considerations to identify risks, costs, dependencies and opportunities.
• Support development, negotiation and execution of Technology Transition Service Agreements (TSAs), including service identification, operational readiness, governance, dependencies, risks and exit planning.
• Drive Day 1 and close readiness, ensuring technology activities, dependencies, contingency plans, approvals and business readiness are aligned to transaction milestones.
• Lead cross-functional governance and coordination across Technology & Operations, Finance, Procurement, Legal, Risk, Compliance, Cybersecurity, Data, Communications, Audit and business stakeholders.
• Identify and manage cross-program dependencies, risks and issues, escalating material decisions and execution risks to senior leadership with clear recommendations and paths to resolution.
• Develop executive-level reporting and communications that clearly articulate transaction status, key decisions, risks, dependencies and readiness for senior executives and governance forums.
• Facilitate complex decision-making across business and technology stakeholders, balancing transaction objectives, technology constraints, risk, cost and operational considerations.
• Coordinate internal and external partners, including consultants, vendors, transaction advisors and counterparties, to support transaction planning and execution.
• Support separation and integration planning, including applications, infrastructure, data, cybersecurity, third parties, operational processes and technology services.
• Maintain and enhance the M&A Centre of Excellence, including transaction playbooks, governance standards, templates, tools, readiness frameworks and execution methodologies.
• Conduct transaction retrospectives and apply lessons learned to strengthen execution approaches for current and future transactions.
• Drive continuous improvement of M&A tooling and processes, identifying opportunities to simplify execution, improve transparency and strengthen portfolio-level governance.
• Ensure transaction activities align with Enterprise risk, regulatory, security and compliance requirements.
• Operate effectively in time-sensitive transaction environments, including periods requiring accelerated decision-making and execution outside normal business hours.

Preferred Qualifications

• Significant experience leading or supporting large, complex technology programs, M&A transactions, divestitures, separations or enterprise transformation initiatives.
• Experience working across the M&A transaction lifecycle, including due diligence, planning, close/Day 1 readiness and post-close execution.
• Strong understanding of technology considerations associated with applications, infrastructure, cybersecurity, data, third parties and technology operations.
• Experience with Technology TSAs, including service definition, transition planning, governance, dependencies and exit considerations.
• Demonstrated ability to manage complex programs with multiple workstreams, interconnected dependencies and critical transaction milestones.
• Strong ability to identify risks and issues, structure complex problems and develop clear recommendations for senior executives.
• Demonstrated experience working with senior executives and leading cross-functional teams across Technology, Operations, Finance, Legal, Procurement, Risk and other Enterprise functions.
• Strong executive communication skills with the ability to translate complex technology and transaction issues into concise, decision-oriented materials.
• Strong negotiation, influencing and stakeholder-management capabilities, including the ability to establish alignment where competing priorities exist.
• Experience working with external advisors, consultants, vendors and transaction counterparties.
• Ability to operate effectively with limited supervision in a fast-paced, confidential and highly time-sensitive environment.
• Strong financial and commercial acumen with an understanding of how technology decisions affect transaction cost, risk, operational continuity and business outcomes.
• Financial services and regulated-industry experience preferred.
• Advanced PowerPoint, Excel, SharePoint, written/verbal communication and executive presentation skills.
• Willingness to travel and work non-standard business hours during critical transaction periods as required.

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.