Senior Director, Business Enablement, Trust Co.
$120k - $215k per yearBMO Financial Group
Application Deadline:11/26/2026Address:100 King Street WestJob Family Group:Customer SolutionsBMO Trust Company is a leading provider of trust, estate, fiduciary, and wealth administration services, supporting high-net-worth and ultra-high-net-worth individuals, families, and business owners across Canada. As part of BMO Private Wealth, BMO Trust works closely with Wealth Planning, Investment Management, Private Banking, and Trust & Estate professionals to deliver integrated solutions that help clients preserve, grow, and transfer wealth across generations.The Senior Director, Business Enablement, Trust Co ., is responsible for driving operational excellence and enabling the execution of the Trust Company's strategic priorities through the leadership of business operations, Will Bank operations, employee experience, and key strategic partnerships. The role ensures the effective coordination of business management disciplines, operational processes, and continuous improvement initiatives that support growth and service excellence.Main Oversight activities: operations and service delivery ( including Will bank strategy and operations) Operational risk and control managementService level and client experience monitoring, Business continuity, Accesses management, client file integrity-storage, and operational resilienceExecution of enterprise and Trust Company strategic priorities & Employee Experience, including development plans for Officers and admin rolesOversight of service quality and client outcomes, Leadership of employee experience initiatives, Management of strategic third-party partnerships and sourcing contracts.Product owner for Encircle servicesProvides subject matter expertise in the day-to-day operations of the Trust Company, ensuring consistent, efficient, and effective delivery of services across all regions and business units. Monitor service levels, error trends, and key risk indicators. Own day‑to‑day trust administration, ensuring strong client outcomes and fiduciary stewardship.Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively with the regional team as part of the client/relationship management solutionManage operational risk, including error rates, service disruptions, and client impact, BCPIdentify, escalate, and resolve operational barriers, risks, and challenges that impact client experience, colleague productivity, or business outcomes.Provides administrative support to team members and relationship managers that includes asset & account reconciliation, trade activity, posting, fee collection and other related activities;
ensures proper documentation and administration decisions. (business management team)Ensure business units have the appropriate tools, resources, infrastructure, and operational support required to execute their mandates effectively and efficiently. Training to tools and operationsFosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do.Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Build interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Positions BMO as a leader within the target market (including internal and external product offerings).Leads/oversees the management of vendor relationships and provides guidelines for execution;
ensures that all agreements are met as per requirements.Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.Leads change management programs of varying scope as it relates to the operations, administration of estates-POAs-trusts, employee experience and Will Bank operations including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Manages multiple programs / projects simultaneously and resolves conflicting priorities.Identifies enablers and key issues prior to and during implementation of strategic business initiatives, and raises issues with stakeholders to resolve issues or risks that jeopardize delivery.Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.Qualifications:9+ years of relevant experience in related field is required.Professional Certifications and/or Advanced Degrees preferred: TEP.Completion of the CFA, MBA, CA or LLB is an assetThorough knowledge of banking products, trust and estate services, organization, and group interrelationships.Experience in the development and delivery of strategic initiatives impacting people, processes, and technology.Experience delivering innovative solutions from concept to change management.Seasoned expert with extensive industry knowledge.Technical leader viewed as a thought leader for innovation.Verbal & written communication skills - Expert.Analytical and problem solving skills - Expert.Influence skills - Expert.Collaboration & team skills;
with a focus on cross-group collaboration - Expert.Able to manage ambiguity.Data driven decision making - Expert.Salary :$120,000.00 - $215,000.00Pay Type:SalariedThe 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: UsAt 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 .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.#J-18808-Ljbffr
ensures proper documentation and administration decisions. (business management team)Ensure business units have the appropriate tools, resources, infrastructure, and operational support required to execute their mandates effectively and efficiently. Training to tools and operationsFosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do.Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Build interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Positions BMO as a leader within the target market (including internal and external product offerings).Leads/oversees the management of vendor relationships and provides guidelines for execution;
ensures that all agreements are met as per requirements.Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.Leads change management programs of varying scope as it relates to the operations, administration of estates-POAs-trusts, employee experience and Will Bank operations including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Manages multiple programs / projects simultaneously and resolves conflicting priorities.Identifies enablers and key issues prior to and during implementation of strategic business initiatives, and raises issues with stakeholders to resolve issues or risks that jeopardize delivery.Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.Qualifications:9+ years of relevant experience in related field is required.Professional Certifications and/or Advanced Degrees preferred: TEP.Completion of the CFA, MBA, CA or LLB is an assetThorough knowledge of banking products, trust and estate services, organization, and group interrelationships.Experience in the development and delivery of strategic initiatives impacting people, processes, and technology.Experience delivering innovative solutions from concept to change management.Seasoned expert with extensive industry knowledge.Technical leader viewed as a thought leader for innovation.Verbal & written communication skills - Expert.Analytical and problem solving skills - Expert.Influence skills - Expert.Collaboration & team skills;
with a focus on cross-group collaboration - Expert.Able to manage ambiguity.Data driven decision making - Expert.Salary :$120,000.00 - $215,000.00Pay Type:SalariedThe 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: UsAt 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 .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.#J-18808-Ljbffr
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