Senior Associate

Application Deadline:

05/10/2024

Address:
100 King Street West

The Senior Associate role provides strategic and analytical support to the Operational Excellence & Growth team within Private Wealth. This role supports strategic and operational initiatives through data-driven decision making, including the design, development and implementation from business case development through to execution that drive operational excellence and business growth.

• Conducts analysis required to inform strategic recommendations and considers the "big picture" when assessing whether or not a course of action is advisable in terms of the group and enterprise goals.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Analyzes, simplifies and interprets trends or patterns in complex data sets.
• Supports the Net Promoter Score (NPS) client loyalty survey process and conducts client insights analysis.
• Effectively communicate insights, ideas, and strategies in a clear, compelling, and concise manner.
• Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.
• Participates in project/program design and provides advice & subject matter expertise to achieve required business results.
• Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions.
• Monitors and tracks performance, and addresses any issues.
• Builds change management plans of varying scope and type.
• Thinks creatively and proposes new solutions.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 4 - 6 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.
• Strong creative and analytical problem solver, with a solid background working with data, conducting quantitative and qualitative analysis, interpreting results, and building presentations
• Experience analyzing data and solving complex business problems; management consulting experience is an asset.
• Resourceful and rapid learner, able to work across many topics and domains
• Excellent oral and written communication and presentation skills
• Strong interpersonal skills; able to effectively collaborate with multiple stakeholders across multiple teams
• Possesses advanced skills in Microsoft Office
• Broad knowledge of Bank products, services, and organization.
• In-depth knowledge of the wealth management and/or the financial industry
• Analytical and problem solving skills - In-depth.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Technical skills in Microsoft Excel - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Grade:
6
Job Category:
Individual Contributor / Collaborateur
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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.

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.

Category

Customer Service and Support