Jobs · Finance · Illinois

Data Management Risk Specialist

BMO U.S. · Chicago, IL · Yesterday
Finance$62k–$114k/yrFull-time

About the Role

We are seeking a highly organized, detail-oriented, and proactive Senior Associate, Sales Operations & Enablement to support our Inside Sales organization across four offices. This role will be a critical partner to Sales Leadership, driving operational efficiency, enabling team success, and ensuring seamless execution of key processes and initiatives. Based in Toronto (4 days in office), this role requires a strong blend of analytical capability, process optimization, cross-functional collaboration, and communication skills.

Key Responsibilities

  • Lead expense management processes for the Inside Sales team, including tracking, reporting, and optimization
  • Identify and implement process improvements to enhance team efficiency and scalability
  • Conduct regular audits across the Inside Sales team to ensure compliance, accuracy, and consistency
  • Develop and maintain standardized processes, documentation, and best practices
  • Support onboarding and training for new sales systems and tools (e.g., Salesforce)
  • Lead onboarding process optimization and execution for new hires
  • Deliver training sessions on systems, processes, and tools
  • Partner with Marketing and Product Teams to support broader initiatives and adoption
  • Build and maintain sales performance dashboards and reporting (Excel, Salesforce, PowerBI)
  • Provide insights and analysis to Sales Leadership to support decision-making
  • Ensure data integrity and consistency across reporting tools
  • Draft and manage internal communications to support alignment and engagement
  • Act as a central resource for the Inside Sales team, ensuring access to tools, resources, and information
  • Liaise with internal stakeholders across BMO GAM (e.g., HR, Finance, Technology, Marketing)
  • Support hiring processes including coordination, execution, tracking and candidate experience
  • Help organize and maintain centralized resources and documentation for team efficiency

Qualifications

  • Bachelor's degree in finance, business, data, or a related data field like cyber or data privacy (advanced MSc degree or certifications such as DCAM, CRISC, or CISA preferred)
  • 3-5 years relevant experience in risk management, data governance, or regulatory oversight within a financial services or highly regulated environment
  • Strong knowledge of risk management frameworks, regulatory expectations (e.g., BCBS 239, data governance principles), and control environments is essential
  • Demonstrated ability to analyze complex data and processes, influence stakeholders, and communicate effectively across technical and non-technical audiences is required
  • Experience in governance, reporting, and audit or regulatory engagement

Skills

  • Strong proficiency in Excel, PowerPoint, Word, and Salesforce (advanced Excel skills preferred)
  • Excellent organizational and project management skills with the ability to manage multiple priorities
  • Strong analytical mindset with attention to detail and problem-solving abilities
  • Exceptional communication skills (written and verbal)
  • Experience supporting sales teams, sales operations, or enablement functions is preferred
  • Ability to work independently while collaborating across teams and functions
  • Comfortable operating in a fast-paced, evolving environment

Pay

  • Salary range: $61,600.00 - $113,900.00
  • Pay Type: Salaried
  • 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.

Schedule

  • Location: Toronto (4 days in-office required)
  • Travel: Occasional travel required (10-20%)

Benefits

  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans

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