Senior Technology Officer – Wealth Data Platforms

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Role Overview

This role provides senior technology leadership for the design, delivery, and ongoing management of enterprise-scale data management, analytical reporting, AI-enabled solutions, and Salesforce Financial Services Cloud (FSC) capabilities in support of our Canadian Wealth Management businesses.

The leader acts as a platform owner and trusted advisor to business and technology stakeholders, ensuring platforms enable high-quality client and advisor experiences, actionable insights, and strong regulatory compliance, while meeting enterprise standards for architecture, security, governance, data privacy, and operational resilience.

The role has two primary mandates:

• AWS cloud-native data, analytics, and AI platforms that support enterprise reporting, insight generation, and regulatory transparency, along with similar technologies in use at the Bank, including Netezza and Azure data platforms.

• Salesforce Financial Services Cloud as the system of engagement for client, advisor, and relationship management, tightly integrated with enterprise data and analytics capabilities.

Key Responsibilities

Platform Ownership & Technology Leadership

• Act as platform owner across both AWS and Salesforce FSC, establishing clear standards for architecture, data models, integration, security, and operational support.

• Lead end-to-end delivery—from strategy and architecture through build, deployment, and production support—ensuring consistent execution, transparency, and control.

• Ensure platforms support key wealth management outcomes including client insights, advisor productivity, suitability, oversight, and regulatory reporting.

Wealth Data, Analytics & AI Enablement (AWS)

• Deliver modern data management and analytical reporting platforms on AWS that enable trusted, timely insights for wealth business management, risk oversight, and regulatory obligations.

• Ensure strong data foundations for client, account, product, transaction, and advisor data, including data quality, lineage, controls, and auditability.

• Champion the use of machine learning and generative AI to enhance:

  • Client segmentation and insights

  • Predictive analytics and forecasting

  • Automation of reporting and controls

  • Decision support for advisors and leaders

• Embed responsible AI practices, including explainability, model governance, data privacy, and risk management, aligned with regulatory expectations.

Salesforce Financial Services Cloud Enablement

• Provide senior leadership for the delivery and evolution of Salesforce Financial Services Cloud as the core Wealth client relationship management platform, used by our client-facing and head-office operational staff across our Private Wealth, Investorline, and BMO Insurance businesses.

• Ensure FSC supports end-to-end wealth management processes, including client onboarding, KYC, relationship hierarchies, advisor workflows, and service interactions.

• Lead integration between Salesforce FSC and enterprise data, analytics, and AI platforms on AWS, enabling a single, consistent view of the client and advisor.

• Champion future responsible use of AI and generative AI within Salesforce, such as intelligent automation, personalization, next-best-action, and forecasting, aligned with regulatory and ethical standards.

Strategic Planning & Stakeholder Engagement

• Act as a trusted advisor to senior wealth business and technology leaders, contributing to platform strategy, investment planning, and initiative prioritization.

• Balance business value, regulatory risk, delivery timelines, and cost across a complex portfolio of initiatives.

• Identify opportunities to modernize wealth platforms and operating models to improve client experience, advisor productivity, insight quality, and compliance outcomes.

Delivery Management & Vendor Oversight

• Manage delivery across multiple, concurrent initiatives spanning AWS and Salesforce FSC platforms.

• Oversee system integrators, cloud providers, and internal technology partners to ensure high-quality, cost-effective delivery aligned with enterprise and regulatory standards.

• Ensure strong operational readiness, release management, and support models for all production platforms.

People & Culture Leadership

• Build and lead high-performing teams across data engineering, analytics, AI, and Salesforce delivery.

• Develop talent with strong understanding of wealth management, data, and regulatory context, alongside deep technical capability.

• Foster a culture of delivery accountability, stakeholder collaboration, and continuous improvement.

Qualifications & Experience

• 10+ years of progressive experience in senior technology leadership roles within wealth management, financial services, or other regulated environments.

• Deep expertise in AWS-based data, analytics, and AI platforms, including enterprise reporting and governance.

• Strong experience delivering Salesforce platforms, with a clear preference for Financial Services Cloud in a wealth context.

• Proven ability to integrate Salesforce with enterprise data and analytics ecosystems.

• Strong understanding of wealth regulatory expectations, data governance, and operational risk.

• Executive-level communication and stakeholder management skills.

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.