Director, Client Enablement Analytics

Adresse:

100 King Street West

Groupe de famille d'emplois:

Ventes et service, Marchés des capitaux

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

Mandate:

We are looking for an individual who has built out a metrics and reporting program for a client onboarding function that enabled removing bottlenecks and unlocking revenue.

The Client Enablement team is responsible for onboarding new clients and enabling them to successfully transact quickly and accurately, with high-touch service both internally and externally. The Client onboarding process encompasses Intake, Regulatory/Jurisdictional/Product Approval Compliance, Trade Reporting Compliance, Credit Line Setup, Legal Agreement (e.g. ISDA) Negotiation, Account Opening, and Electronic Setups. The group fulfills key governance requirements and plays a central role in how quickly and effectively clients are onboarded and enabled to transact with BMO Capital Markets.

Reporting to the Managing Director & Head of Client Onboarding, Client Tax Governance, and Client Operations, the Director is a senior leader who will build and lead the onboarding analytics and reporting agenda for Capital Markets, bringing a proven track record of turning operational data into commercial insight in this space. The role links client onboarding and client enablement processes to revenue, connecting onboarding milestones such as KYC, legal documentation, credit, and account set-up to client activation and revenue outcomes, and delivers the insights needed to speed up and improve the end-to-end client experience. The role will also report on selected cross sell analytics. The Data and Analytics team aggregates data from across Capital Markets systems into outcome-driven visualizations and reporting that drive insights, enable day-to-day evidence-based decision making, and support targeting for increased revenue generation.

This role will:

• Working with senior leadership, set the vision and roadmap for onboarding and client enablement analytics, defining the metrics, KPIs, and reporting that matter most to senior business and operations leaders.
• Provide hands-on leadership of a small team as people manager while building reports.
• Link onboarding and client enablement processes to revenue, quantifying the commercial impact of cycle time, bottlenecks, and backlog on client activation and revenue realization.
• Deliver insights that accelerate onboarding, reduce friction for clients and Front Office partners, and prioritize process, data, and technology improvements.
• Lead stakeholder engagement with senior leaders across Front Office, Operations, AML/KYC, Legal, and Technology, translating business questions into automated reporting and data visualizations.
• Provide data analytics, data governance, and data tools and technology leadership that will support Capital Markets, Client Enablement, and strategic transformation initiatives.

Key Accountabilities:

• Lead the onboarding analytics and reporting strategy, establishing an end-to-end view of the client onboarding and client enablement lifecycle from client request through account activation.
• Build and maintain an onboarding-to-revenue framework that links onboarding milestones (KYC, legal documentation, credit, and new accounts) to client activation, trading activity, and revenue.
• Define, capture, measure, and report KPIs and SLAs (e.g., cycle time, aging, backlog, throughput, and first-time-right) that support defined business objectives.
• Deliver executive-ready dashboards and data visualizations that provide actionable insights to senior business partners and governance forums.
• Use data to identify bottlenecks, root causes, and improvement opportunities, and recommend solutions that speed up and improve onboarding and the client experience.
• Partner with senior stakeholders to lead requirements gathering, with a focus on delivering desired business outcomes.
• Provide subject matter and technical leadership in data profiling and analysis that supports Client Data Strategy and enterprise initiatives.
• Champion data governance so that data is fit for purpose and meets business, usability, and data quality requirements and standards.
• Drive the maturation of operational process efficiencies using automation, AI, and technology.
• Mentor and develop analytics talent, fostering a culture of curiosity, accountability, and continuous improvement.
• Ensure adherence to BMO privacy and confidentiality requirements (legal, compliance and operational risk).

Authorities:

• Accountable for the onboarding analytics and reporting roadmap, including prioritization of reporting and insight requests.
• Accountable for defining and governing onboarding KPIs, metric definitions, and the onboarding-to-revenue methodology.
• Responsible for providing insightful data visualizations and executive reporting.
• Responsible for BAU oversight; ensuring reports are built and breaks/issues with existing reports and/or processes are addressed in a timely manner.
• Make recommendations on, and lead implementation of, process automations and improvements.

Scope & Impact:

This role has direct or indirect impact on the following:

• Client Onboarding
• AML/KYC
• New Accounts
• Legal
• Tax Operations
• Front Office groups

• Client Enablement and client experience
• Data Governance

Cross Functional Relationships:

Lines of business in Capital Markets (Global Markets and I&CB)

Front Office coverage and sales leadership; Business Management and Finance (revenue and client activity data)

Capital Markets Client Static Data, Client Onboarding, KYC/AML

Operations: Middle and Back Office teams

Corporate Support: Compliance, Legal, Technology

Knowledge & Skills:

Knowledge:

• Completion of an applicable university degree and/or relevant professional designation is required.
• 10+ years of data, analytics, and reporting experience within the financial services industry, including progressive leadership responsibility (Data Visualization, Data Analysis & Profiling, Reference & Master Data).
• Proven track record of building analytics and reporting capabilities that link operational processes to revenue and business outcomes.
• Strong understanding of Capital Markets client onboarding, KYC/AML, legal documentation, credit, and account set-up processes.
• Experience leading business process automation and transformation initiatives.
• Solid understanding of data management practices (data visualization, data analysis, data profiling, matching, cleansing, mastering, and exception management).

Skills:

• Proven ability to translate complex data into clear, executive-ready insights and recommendations that drive decisions.
• Strong stakeholder management and influencing skills with senior leaders across business lines.
• Experience with analyzing and manipulating data sets using data analytics tools and technologies.
• Experience applying AI tools (e.g., Copilot) to analytics and reporting.
• Experience using a variety of reporting and analytics tools (e.g., Power BI, DAX, M, Python, Splunk, Dataiku, Databases)
• Excellent communication skills – written and verbal, including presenting to senior executives.
• Ability to maintain strong attention to detail while meeting deadlines.
• Collaborative leader who demonstrates initiative, is proactive, and client-focused.
• Strong troubleshooting, analysis and problem-solving skills.
• Proven ability to collaborate and build strong relationships with colleagues across business lines.

Working Conditions:

This role operates within an office environment with minimal exposure to discomfort or risk of ill health.

Fast paced and dynamic – work to deadlines.

Manage multiple tasks and work streams concurrently.

Salary:

The salary range for this role is $150,000 up to $170,000 CAD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)

Salaire:

Type de rémunération :

Salaire

Ce qui précède représente la fourchette et le type de rémunération de BMO Groupe financier.

Les salaires varieront en fonction de facteurs comme l’emplacement, les compétences, l’expérience, les études et les qualifications pour le poste et pourront inclure une structure de commissions. Les salaires pour les postes à temps partiel seront calculés au prorata du nombre d’heures travaillées régulièrement. Pour les rôles à commission, le salaire susmentionné représente la cible de BMO Groupe financier pour la première année au poste.

La rémunération totale offerte par BMO variera selon le type de rémunération associé au poste et peut comprendre des primes de rendement, des primes discrétionnaires ainsi que d’autres avantages et récompenses. BMO offre également une assurance santé, le remboursement des frais de scolarité, une assurance accident et une assurance vie, ainsi que des régimes d’épargne-retraite. Pour en savoir plus sur nos avantages sociaux, consultez le site: https://jobs.bmo.com/ca/fr/R%C3%A9mun%C3%A9ration-globale

À propos de nous

À BMO, nous sommes animés par une raison d’être commune : Avoir le cran de faire une différence dans la vie, comme en affaires. Cette raison d’être nous invite à entraîner des changements positifs et durables pour nos clients, nos collectivités et nos gens. En travaillant ensemble, en innovant et en repoussant les limites, nous transformons des vies et des entreprises et favorisons la croissance économique partout dans le monde.

En tant que membre de l'équipe de BMO, vous êtes valorisé, respecté et entendu, et vous avez plus de moyens pour progresser et obtenir des résultats. Nous nous efforçons de vous aider à obtenir des résultats dès le premier jour, pour vous-même et nos clients. Nous vous offrirons les outils et les ressources dont vous avez besoin pour franchir de nouvelles étapes, car vous aidez nos clients à franchir les leurs. Au moyen de formation et de coaching approfondis ainsi que de soutien de la direction et d'occasions de réseautage, nous vous aiderons à acquérir une expérience enrichissante et à élargir votre groupe de compétences.

Pour en savoir plus, visitez-nous à l'adresse https://jobs.bmo.com/ca/fr.

BMO s'engage à offrir un milieu de travail inclusif, équitable et accessible. Nous apprenons de nos différences et tirons notre force des gens et de leurs différents points de vue. Des mesures d’adaptation sont disponibles sur demande pour les candidats qui participent à tous les aspects du processus de sélection. Pour demander des mesures d’adaptation, veuillez communiquer avec votre recruteur.

Remarque aux recruteurs : BMO n’accepte pas les curriculum vitæ non sollicités provenant de toute source autre que le candidat directement. Tout curriculum vitæ non sollicité envoyé à BMO, directement ou indirectement, sera considéré comme la propriété de BMO. BMO ne paiera aucuns frais pour les placements découlant de la réception d’un curriculum vitæ non sollicité. Une agence de recrutement doit d’abord détenir une entente de service écrite valide et dûment signée avant d’envoyer des curriculum vitæ.