Senior Manager Investment Process ( Virtual Connect)

05/26/2026

Address:

33 Dundas Street West

Strategy & Change

Job Profile Summary

Leads the design, governance, implementation, and continuous optimization of end-to-end Retail Investment processes within Virtual Connect. Ensures process design, execution, and performance align to business strategy, regulatory requirements, risk frameworks, and client experience expectations.

Acts as the end-to-end Process Owner for Virtual Connect Retail Investment processes, accountable for process integrity and continuous improvement, while partnering closely with Virtual Connect leadership and collaborating with Branch Process SMEs to ensure strong end-to-end process design and execution to drive business outcomes.

Provides strategic input into business decisions and serves as a trusted advisor to senior leadership by translating process insights, data, and trends into actionable recommendations that improve performance, risk outcomes, and operational efficiency.

Key Accountabilities – Process Ownership & Governance

• Own and approve end-to-end process design, standards, and control frameworks across Virtual Connect Retail Investment processes.

• Ensure all processes meet regulatory, compliance, and risk management requirements.

• Maintain integrity, scalability, and consistency of process design across all channels.

• Act as the primary authority for process design decisions, escalating material impacts as required.

Key Accountabilities – Process Performance, Insights & KPI Delivery

• Own and drive performance against jointly agreed KPIs including business outcomes, process health, risk, and adoption metrics.

• Design and implement reporting frameworks, dashboards, and performance monitoring tools.

• Provide decision-ready insights including root cause analysis and recommendations to senior leaders.

• Monitor performance continuously and address gaps impacting service levels, compliance, or client experience.

Key Accountabilities – Continuous Improvement & Transformation

• Identify, prioritize, and deliver process improvement initiatives aligned to strategic business outcomes.

• Drive simplification, automation, and efficiency improvements including STP opportunities.

• Lead change management initiatives including stakeholder alignment, execution, and sustainment.

• Translate frontline feedback and data insights into actionable improvement opportunities.

Key Accountabilities – Documentation & Process Integrity

• Ensure all process documentation (procedures, SOPs, process maps, controls) is accurate and current.

• Maintain governance over documentation standards and consistency across processes.

• Support enterprise standards for process mapping and documentation.

Key Accountabilities – Partnership with Virtual Connect

• Operate within a joint accountability model with Virtual Connect leadership to deliver outcomes and KPIs.

• Collaborate on prioritization, capacity trade-offs, and funding constraints.

• Provide structured recommendations and decision support on process changes and investments.

• Enable adoption and sustainment of process changes through strong design and governance.

Key Accountabilities – Stakeholder Management & Leadership

• Engage Compliance, Risk, Technology, and business stakeholders to ensure aligned execution.

• Act as a subject matter expert on process and regulatory requirements.

• Influence stakeholders to achieve business outcomes.

• Represent process in project delivery, testing, and transformation initiatives.

Key Accountabilities – Governance & Operating Rhythm

• Lead monthly performance and improvement reviews focused on KPI performance and prioritization.

• Ensure clear ownership of decisions, actions, and outcomes.

• Support quarterly governance forums and annual process attestation activities.

Qualifications & Experience

• Typically 7+ years of experience in process management, operations, or transformation roles.

• Deep expertise in process design, optimization, risk and regulatory frameworks, and data analysis.

• Strong understanding of Retail Investment processes and/or Virtual Connect operating models (preferred).

• Proven ability to operate at an enterprise level and influence senior leadership decisions.

Skills & Competencies

• Strategic thinking and problem solving – Expert

• Data-driven decision making – Expert

• Influence and stakeholder management – Expert

• Cross-functional collaboration – Expert

• Ability to manage ambiguity and complexity – Expert

• Communication (verbal and written) – Expert

Success Measures

• Achievement of jointly owned KPIs across business outcomes, process health, risk, and adoption.

• Improvement in process efficiency, control effectiveness, and client experience.

• Strong adoption and sustainment of process changes within Virtual Connect.

• Clear articulation of value delivered and business impact.

• Proactive identification and delivery of improvement opportunities.

$86,000.00 - $160,000.00

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.