Manager (STO) of RPA - Wealth Management

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We’re looking for an experienced Manager (STO) of RPA to help shape and scale automation across BMO Wealth Management. In this role, you’ll lead the end‑to‑end delivery of Robotic Process Automation initiatives, working closely with Wealth technology and business partners across Private Wealth, Global Asset Management, Retail Investment Technology and Insurance.

This is a senior, hands‑on leadership role where you’ll balance strategy, delivery, and governance, ensuring automation initiatives are secure, scalable, and aligned with BMO’s enterprise technology and regulatory standards.

What You’ll Do

Lead RPA Strategy & Delivery

• Define and execute the RPA roadmap for Wealth Management, aligned with BMO’s broader automation strategy
• Lead the full automation lifecycle, from intake and prioritization through design, development, testing, and production deployment
• Ensure solutions are scalable, reusable, and designed to support long‑term business objectives

Partner with the Business

• Serve as the primary RPA point of contact for Wealth Management stakeholders
• Translate business needs into practical, high‑value automation solutions
• Provide thought leadership on how automation can improve advisor experience, client outcomes, and operational efficiency

Governance, Risk & Compliance

• Establish and uphold RPA governance standards, controls, and best practices
• Ensure automations meet BMO requirements related to:
  • Information security
  • Risk management
  • Audit and regulatory compliance
• Work closely with Risk, Compliance, Privacy, and Technology teams throughout the automation lifecycle

Platform & Technical Oversight

• Own Wealth Management’s use of enterprise RPA platforms such as UiPath and Microsoft Power Automate
• Review solution designs and technical approaches to ensure quality and consistency
• Oversee bot monitoring, incident management, and production support
• Continuously improve automation frameworks, standards, and development practices

Team & Vendor Leadership

• Provide direction, coaching, and oversight to RPA developers, analysts, and delivery partners
• Manage vendor relationships where applicable
• Ensure delivery capacity aligns with business demand and priorities

Value Tracking & Reporting

• Define and track automation benefits, including efficiency gains, cycle time reduction, and risk mitigation
• Provide regular updates on automation performance and outcomes
• Support business cases and prioritization decisions with clear data and insights
• Identify opportunities to apply AI‑enabled automation (e.g., document understanding, intelligent decisioning, exception handling, conversational interfaces) to improve advisor and client experiences.

Drive adoption of human‑in‑the‑loop automation patterns, ensuring appropriate controls, explainability, and risk mitigation for AI‑assisted workflows.

What You Bring

Experience

• 7+ years of experience in technology delivery, automation, or digital transformation
• 3+ years leading RPA initiatives in a large enterprise environment
• Experience in financial services, banking, or wealth management is strongly preferred
• Proven ability to operate effectively in regulated environments

Technical Skills

• Hands‑on experience with RPA platforms such as:
  • UiPath
  • Microsoft Power Automate
  • Automation Anywhere or Blue Prism
• Strong understanding of:
  • SDLC and Agile delivery
  • Process analysis and re‑engineering
  • Integration patterns and exception handling

Leadership & Soft Skills

• Strong stakeholder management and communication skills
• Ability to influence across business and technology teams
• Comfortable balancing strategic thinking with hands‑on delivery oversight
• Able to navigate ambiguity and complexity in a large organization

Education & Certifications

• Bachelor’s degree in computer science, Engineering, Business, or a related field
• RPA, Power Platform, Lean, or Agile certifications are considered an asset

How Success Is Measured

• Automation initiatives delivered on time and within scope
• Tangible, measurable business benefits realized
• Stable, scalable, and compliant RPA solutions
• Positive feedback from Wealth Management stakeholders
• A mature and sustainable RPA capability within Wealth Management

Why This Role Matters

This role plays a key part in driving operational efficiency, risk reduction, and improved client and advisor experiences across Wealth Management, while ensuring all automation aligns with BMO’s strong risk, compliance, and technology standards.

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.