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)
Salary:
Pay Type:
Salaried
The above represents BMO Financial Group’s pay range and type.
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. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
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.
To find out more visit us at https://jobs.bmo.com/ca/en
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.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
