BMO U.S.
Senior Manager, Office of Strategic Management
BMO U.S., Chicago, Illinois, United States, 60290
Senior Manager, Office of Strategic Management
The Office of Strategic Management (OSM) works closely with the C‑suite and senior leaders on BMO’s top strategic priorities, spanning the end‑to‑end lifecycle – from strategy development and solution prioritization through implementation. OSM integrates strategy and performance management within each business, connecting to Operating Group Heads, Finance, Technology & Operations, and Corporate Functions. Recent initiatives include cross‑bank growth, client segment strategies, Digital and AI acceleration, M&A evaluation, integration, portfolio reviews, new business entry, transformation initiatives, and enterprise cloud & data strategies. As a Senior Manager, you will build cross‑bank relationships, work with line‑of‑business and corporate functions, and contribute to the bank’s strategic priorities.
Core Accountabilities
Provides strategic input into business decisions as a trusted advisor.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to complex, non‑routine problems.
Conducts analysis required to inform strategic recommendations and considers the big picture when assessing a course of action in terms of group and enterprise goals.
Engages stakeholders across Enterprise to gather input/subject matter expertise and aligns on key insights and decisions to inform strategic planning/priorities.
Leads execution of strategic initiatives; assesses and adapts as needed to ensure quality of execution.
Supports business performance management monitoring and action plan development to ensure tight alignment between business KPIs (leading/lagging) and enterprise ambitions.
Supports change management activities, ensuring cross‑business/group coordination and logistical support for change implementation.
Strategy Development Accountabilities – Detailed
Leverages a consultative approach to develop current state analysis (fact base, opportunity areas) and recommendations on strategic choices/trade‑offs.
Recommends business priorities, advises on resource requirements, and develops roadmaps for strategic execution.
Conducts analysis and research to provide context into the current state (industry trends, benchmarks) and inform future state priorities (financial modelling, best practices).
Develops business cases by identifying needs, analysing potential options, and assessing expected return on investment.
Breaks down strategic problems and analyzes data and information to provide insights and recommendations.
May network with industry contacts to gather and identify competitive insights and best practices.
Delivery Accountabilities – Detailed
Leads implementation of strategic initiatives within group and across BMO by partnering with internal & external stakeholders as required; complexity of initiatives may vary and usually involve multiple stakeholders across the enterprise.
Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.
Leads execution of operational programs; assesses and adapts as needed to ensure quality of execution.
Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
Supports strategy execution by leading transformation roadmaps/programs to ensure disciplined delivery and successful change management.
Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions.
Executive Support / Other
Supports C‑Suite on other strategic priorities and ad‑hoc requests as necessary.
Operates at a group/enterprise‑wide level and serves as a specialist resource to senior leaders and stakeholders.
Broader work or accountabilities may be assigned as needed.
Qualifications
Typically 3‑7 years of relevant experience in management consulting, financial services, strategy roles, and a post‑secondary degree in a related field (MBA, CFA) or an equivalent combination of education and experience.
Outstanding analytical skills with the ability to frame key analyses and tell a cohesive story required to address critical business issues.
Seasoned professional with a combination of education, experience and industry knowledge.
Demonstrated excellence in stakeholder management and organizational effectiveness in complex environments.
Verbal & written communication skills – In‑depth / Expert.
Analytical and problem‑solving skills – In‑depth / Expert.
Influence skills – In‑depth / Expert.
Collaboration & team skills – In‑depth / Expert.
Able to manage ambiguity.
Data driven decision making – In‑depth / Expert.
Passion for the Financial Services industry and/or experience in relevant content areas.
Salary $102,000.00 – $190,000.00 – Salaried. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role. BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. BMO is proud to be an equal employment opportunity employer. BMO evaluates applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristic. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities.
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Core Accountabilities
Provides strategic input into business decisions as a trusted advisor.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to complex, non‑routine problems.
Conducts analysis required to inform strategic recommendations and considers the big picture when assessing a course of action in terms of group and enterprise goals.
Engages stakeholders across Enterprise to gather input/subject matter expertise and aligns on key insights and decisions to inform strategic planning/priorities.
Leads execution of strategic initiatives; assesses and adapts as needed to ensure quality of execution.
Supports business performance management monitoring and action plan development to ensure tight alignment between business KPIs (leading/lagging) and enterprise ambitions.
Supports change management activities, ensuring cross‑business/group coordination and logistical support for change implementation.
Strategy Development Accountabilities – Detailed
Leverages a consultative approach to develop current state analysis (fact base, opportunity areas) and recommendations on strategic choices/trade‑offs.
Recommends business priorities, advises on resource requirements, and develops roadmaps for strategic execution.
Conducts analysis and research to provide context into the current state (industry trends, benchmarks) and inform future state priorities (financial modelling, best practices).
Develops business cases by identifying needs, analysing potential options, and assessing expected return on investment.
Breaks down strategic problems and analyzes data and information to provide insights and recommendations.
May network with industry contacts to gather and identify competitive insights and best practices.
Delivery Accountabilities – Detailed
Leads implementation of strategic initiatives within group and across BMO by partnering with internal & external stakeholders as required; complexity of initiatives may vary and usually involve multiple stakeholders across the enterprise.
Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.
Leads execution of operational programs; assesses and adapts as needed to ensure quality of execution.
Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
Supports strategy execution by leading transformation roadmaps/programs to ensure disciplined delivery and successful change management.
Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions.
Executive Support / Other
Supports C‑Suite on other strategic priorities and ad‑hoc requests as necessary.
Operates at a group/enterprise‑wide level and serves as a specialist resource to senior leaders and stakeholders.
Broader work or accountabilities may be assigned as needed.
Qualifications
Typically 3‑7 years of relevant experience in management consulting, financial services, strategy roles, and a post‑secondary degree in a related field (MBA, CFA) or an equivalent combination of education and experience.
Outstanding analytical skills with the ability to frame key analyses and tell a cohesive story required to address critical business issues.
Seasoned professional with a combination of education, experience and industry knowledge.
Demonstrated excellence in stakeholder management and organizational effectiveness in complex environments.
Verbal & written communication skills – In‑depth / Expert.
Analytical and problem‑solving skills – In‑depth / Expert.
Influence skills – In‑depth / Expert.
Collaboration & team skills – In‑depth / Expert.
Able to manage ambiguity.
Data driven decision making – In‑depth / Expert.
Passion for the Financial Services industry and/or experience in relevant content areas.
Salary $102,000.00 – $190,000.00 – Salaried. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role. BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. BMO is proud to be an equal employment opportunity employer. BMO evaluates applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristic. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities.
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