Senior Director, Business Transformation, Trust Co.

Application Deadline
11/26/2026Address
100 King Street WestJob Family Group
Wealth Sales & ServiceRole Summary
BMO 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 Transformation, Trust Co ., leads the Trust Company's strategic growth, innovation, and transformation agenda. Responsible for identifying and executing initiatives that enhance client experience, drive business growth, and ensure the Trust Company remains aligned with evolving client needs, market opportunities, and Private Wealth priorities.Responsibilities
Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do.Ensures alignment between values and behavior 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.Monitors performance results at the national, market and sales-Trust professional level..Identifies opportunities to grow businessActs as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.Develops an expert understanding of business/group challenges.Networks with industry contacts to gather competitive insights and best practices.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.Manages resources and leads the execution of strategic initiatives to deliver on business, technology and financial goals.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Coordinates the management of databases;
ensures alignment and integration of data in adherence with data governance standards.Designs and produces regular and ad-hoc reports, financial reports and dashboards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Leads the development and execution of the BMO Trust Company (internal and external) communications strategy, creating clear, impactful messaging that supports business objectives, strengthens employee and stakeholder engagement, and positively influences behaviours.Leads / participates in the management of governance meetings including Board reporting and maintenance of governing body mandates, oversight and approval guidelines.Leads/participates in the design, implementation and management of core business/group processes and technology investmentsOversees the provision of content and marketing materials for new business proposals e.G. special fee arrangements, technical information materials.Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.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 while 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 LBP is an assetExpert knowledge and technical proficiency related to private wealth management strategies, issues and trendsBroad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth (HNW) marketsExpert knowledge of all applicable compliance and industry regulations.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 - Ex
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