12/08/2024

Address:

100 King Street West

Customer Solutions

Provides subject matter expertise in the development and implementation of key processes related to product launch/support and investor experience for alternative investment products at BMO GAM.

Works across BMO to deliver specific business results in alignment with overall group goals.

Core accountabilities:

• Help manage the investor subscription and redemptions process for all existing alternative investment products in conjunction with internal business partners and external vendors.
• Key point of contact for back office, middle office, and dealer service teams.
• Lead resolution for operational issues that otherwise impede successful investor and dealer adoption (including collaboration with cross-functional teams to resolve, as required).
• Resolves internal, complex or higher risk investor escalations or policy exceptions.
• May include interactions with clients and sales.
• Continuously improves processes to identify issues and deliver optimal investor experience.
• Assist National Accounts team in obtaining necessary dealer approvals for new alternative investment product launches.
• Identifies emerging issues and trends to inform decision-making.
• Support existing platform for issues arising with vendors and internal stakeholders on topics such as transfer agency, fund accounting and investment operations.
• Oversee comprehensive competitive and industry analyses to support the development of all new product initiatives, ensuring alignment with market trends and company objectives.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendation.

Qualifications:

• Typically, between 5-7 years of experience and post-secondary degree.
• Ideally +3 years of directly relevant experience in Asset Management, Investment Product Management, Wealth Management Operations or Dealer Services roles.
• Must be intellectually curious, particularly about asset management and alternative investments.
• In depth verbal & written communication skills.
• In-depth analytical and problem-solving skills.
• In-depth data driven decision-making.

$74,800.00 - $138,600.00

Salaried

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

We’re here to help

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.