BMO
Manager,ManagedAccountServices
“Manager, Managed Account Services at BMO. Provide support and service for Investment Operations. Execute and deliver on Investment product and service processes”
What You'll Achieve.
Defines clear expected outcomes; Ensures clear accountability for follow through; Create the highest value for all stakeholders; Improves team performance; Achieve business objectives; Deliver on business objectives; Meet all Service Level Agreements (SLAs); Deliver business results
Industry & Context.
Analyzes data and information to provide insights and recommendation; Breaks down strategic problems, and analyses data and information to provide insights and recommendation; Analyzes and resolves complex issues in accordance with Bank and industry standards; Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required; Exercises judgment to identify, diagnose, and solve problems within given rules
What They're Looking For.
Must Have
5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience, Knowledge and experience using relevant systems and technology – In-depth, Knowledge and understanding of the business unit’s key products and services, processes and controls – In-depth, Knowledge of the risk and regulatory requirements of the business – In-depth, Customer service skills – In-depth, PC skills (MS Word, Excel, PowerPoint) – In-depth, Ability to multi-task in a fast-paced environment, Deep knowledge and technical proficiency gained through extensive education and business experience, Verbal & written communication skills - In-depth, Collaboration & team skills - In-depth, Analytical and problem solving skills - In-depth, Influence skills - In-depth, Data driven decision making - In-depth
Nice to Have
Prioritization skills – Good
What You'll Do.
Provide support and service for Investment Operations
Execute and deliver on Investment product and service processes
Foster a culture aligned to BMO purpose
Ensure alignment between values and behaviour
Connect work to BMO’s purpose
Build interdependent teams
and enable career development
Improve team performance
Act as a trusted advisor
Influence and negotiate to achieve business objectives
Recommend and implement solutions
Identify emerging issues and trends
Assist in the development of strategic plans
Help determine business priorities
Support the execution of strategic initiatives
Communicate with internal business partners and external customers
Design and produce reports and dashboards
Monitor and track performance
Break down strategic problems
Analyze data and information
Build change management plans
Lead or participate in change management activities
Define the communication plan
Develop and manage a business/group program
Review the program for effectiveness
Employ systems to manage information
Integrate information from multiple sources
Fulfill routine and non-routine transactions
Analyze and resolve complex issues
Act as primary back-up to team members
Evaluate circumstances requiring exceptions
Support the implementation
and sustainment of vendor solutions
Provide accurate and timely processing of transactions
and knowledgeable responses
Follow documented policies and procedures
Check and reconcile information and documentation
Identify and analyze issues and problems
Communicate and collaborate with stakeholders
Develop and maintain effective relationships
Develop and maintain an understanding of regulatory requirements
Collaborate in the development/implementation of new processes/systems
Support the development of tools and delivery of training
Provide specialized consulting
analytical and technical support
Exercise judgment to identify
Work independently and handle non-routine situations
Take measured risks while protecting the bank
How You'll Work.
Team & Collaboration
Builds interdependent teams that collaborate across functional and operating groups; Collaborates with internal and external stakeholders to deliver on business objectives; Develops and maintains effective relationships with internal and external stakeholders; Collaborates in the development / implementation of new processes/systems and changes / improvements to existing systems and processes
Communication Scope
Verbal & written communication skills - In-depth; Communicates with internal business partners and external customers in response to standard and non-standard inquiries; Leads or participates in defining the communication plan designed to positively influence or change develops tailored and identifies appropriate distribution channels; Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests; Communicates and collaborates with internal and external stakeholders to deliver on business objectives
Process & Methodology
Builds change management plans of varying scope, Leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives, Develops and manages a business/group program, Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
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