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Lead growth analytics for wealth and insurance lines by turning client insights, market intelligence, and AI capabilities into strategies that drive acquisition, engagement, retention, and revenue. Partner with business, marketing, digital, technology, and operations to prioritize opportunities, develop business cases, measure performance, run experiments, and embed analytics into decision-making. Build and lead a high-performing analytics and growth team.

Lead enterprise transformation and change initiatives focused on AI adoption, delivery modernization, and organizational readiness. Assess impacts and risks across people, process, technology, data and governance; design and execute change, communication, training, and adoption plans; measure readiness and value realization; and partner with stakeholders to embed sustainable change and Agile practices while ensuring risk-informed decisions and regulatory alignment.

Lead and advise on sales force programs and applications for the Financial Planning Program. Design, implement, and manage scorecards, target setting, compensation administration, reports and dashboards. Perform analysis, recommend strategy, manage escalations, support stakeholders, run change management and training, and monitor performance to improve sales effectiveness.

Lead capital management activities including planning, monitoring, reporting and execution of capital transactions. Analyze large datasets, build dashboards and models (Excel/Power BI), assess regulatory and market developments, advise stakeholders, support capital adequacy assessments, and drive strategic initiatives to optimize capital usage and ensure compliance.

Review and audit day‑one loan origination files to ensure complete documentation and compliance. Facilitate loan closings, monitor portfolio, track credit/legal/compliance documents, escalate defects, gather missing information, support stakeholders, and recommend process improvements while delivering accurate, timely customer service.

Provide compliance oversight for market risk: perform risk assessments, monitoring, testing and surveillance; advise business on regulatory changes; develop controls, remediation and training; analyze compliance data; liaise with regulators and internal stakeholders to minimize regulatory and operational risk.

Engage high-value active trading clients and prospects by delivering trading and options platform demos, supporting workflow setup and troubleshooting, partnering with sales and relationship managers, driving business development and meeting sales targets while ensuring compliance and strong client service.

Lead pricing and risk management for FX, STIR and cross-currency basis across G10 currencies during North American hours. Manage a trading book (risk, P&L, limits), provide competitive pricing to sales, drive client engagement and revenue growth, collaborate with Sales and Research, mentor junior staff, and ensure compliance with risk and regulatory frameworks while optimizing risk-adjusted returns.

The Senior Manager of Workforce Planning leads the Financial Planning Program, overseeing strategy development, governance, analytics, and collaboration with various stakeholders to meet business objectives. Key responsibilities include strategic planning, policy oversight, data analysis, and driving initiatives for workforce enhancement.

Manage day-to-day performance, governance, and partner oversight of BMO's credit card insurance portfolio. Drive product and portfolio strategy, analyze performance and customer trends, lead cross-functional initiatives, manage vendor relationships, handle escalations, ensure regulatory and compliance adherence, and implement controls and continuous improvements to enhance customer outcomes and operational effectiveness.