Sr. Product Manager, BMO InvestorLine

• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Acts as a subject matter expert on relevant regulations and policies.
• May network with industry contacts to gain competitive insights and best practices.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Determines product lifecycle.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
• Oversees the development of business analytics and insights including: portfolio profitability tracking, customer analytics, revenue forecasts, operations metrics, trend analytics and predictive modelling.
• Conducts complex market research, competitive intelligence and data analysis.
• Develops framework for evaluating problems or issues, and defines research approach.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
• Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
• Identifies existing and potential risks, and develops risk management controls and processes.
• Develops and maintains directives and policies for products.
• Defines and implements product strategy for an individual product or product portfolio.
• Drives the business case and strategic roadmap for products and services, including accountability for project and budget approval.
• Optimizes the financial performance and customer value of the product portfolio.
• Continuously improves processes to identify issues and deliver optimal customer experience.
• Works with internal stakeholders to develop materials and training for salesforce, and manages changes.
• May support the sales team in development of specific deals for customers and in client presentations.
• Develops and maintains relationships with external partners and vendors.
• Sets and/or operates within product risk parameters and metrics.
• Conduct risk/reward and other analyses, and drafts product policies and related documents.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

• Established track record of providing strong investment performance and effective risk management.
• Completion of relevant investments certification.
• Advanced understanding of functional area and a competent understanding of the overall firm and competitive environment.
• Broad knowledge of more than one discipline.
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.

BMO Financial Group