BMO Investment Services, Regional Administrative Manager

About the role

Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. 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 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.

Responsibilities

• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Arranges and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
• Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
• Monitors and tracks performance and addresses any issues.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Sources new sales & service professional candidates.
• Supports the Trainee mentorship and supervises performance during and subsequent to their 18-month training period.
• Executes work to deliver timely, accurate, and efficient service.
• Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

Requirements

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• FINRA Series 7, 66, and 24 licenses.
• Sales and service experience preferred.
• In-depth operational experience.
• Supervisory/leadership experience.
• In-depth experience with financial planning products and related technologies.

Qualifications

• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Benefits

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.

Pay

$74,000.00 - $138,000.00 Pay Type: Salaried

Schedule

Full time

Skills

• Operational experience.
• Leadership experience.
• Financial planning products and related technologies.
• Verbal & written communication skills.
• Collaboration & team skills.
• Analytical and problem solving skills.
• Influence skills.
• Data driven decision making.

Benefits

To view more details of our benefits, please visit: https://jobs.bmo.com/us/en/Total-Rewards

Company

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.