Director & Assistant Market Leader, Private Wealth

• Build, maintain and leverage a network of internal and external referral sources to drive business growth and connect clients with appropriate partners.
• Support the development and execution of the annual business planning and goal‑setting process.
• Contribute to the achievement of growth, profitability, assets under management and market performance targets.
• Provide insights, independent analysis and recommendations to support strategic decision‑making.
• Advise senior leaders on market strategy, business priorities and key initiatives.
• Monitor local market economic conditions, competitive dynamics and industry best practices to identify opportunities and risks.

• Allocate and manage resources effectively to deliver strategic initiatives and achieve business and financial objectives.
• Contribute to business prioritization and the sequencing of strategic execution.
• Act as a trusted advisor to leadership on complex business decisions.
• Apply strong strategic judgment to navigate ambiguous, complex or non‑routine situations.
• Operate across the operating group or enterprise as a subject‑matter expert supporting senior leadership and stakeholders.

• Champion a client‑first culture by modeling high standards of customer service.
• Enhance the sales process and client experience through performance analysis, gap identification and implementation of best practices.
• Provide ongoing technical support to teams and resolve escalated client issues as required.
• Ensure disciplined operational execution to deliver accurate, timely and high‑quality service.
• Oversee the implementation of operational programs and adjust deployment to ensure consistency and quality outcomes.

• Lead the training, coaching and development of sales and service teams in alignment with business strategy.
• Attract, recruit and retain top talent for sales and service roles.
• Identify business and capability gaps and design targeted training tools and programs.
• Support employee development, succession planning and sustained team performance.
• Provide coaching and follow‑up resulting from audits, compliance reviews and performance assessments.

• Lead change management initiatives, including readiness assessment, planning, execution and sustainability.
• Develop and execute communication strategies that drive engagement and positively influence behaviours.
• Partner with cross‑functional BMO teams to ensure alignment and consistency of messaging.
• Build and maintain effective relationships with internal and external stakeholders.

• Serve as a subject‑matter expert on policies, regulatory requirements and compliance standards.
• Participate in audits and compliance reviews and ensure timely remediation and follow‑up.
• Ensure adherence to legal, regulatory, ethical and internal policy requirements.
• Safeguard Bank and client assets and protect the confidentiality of information.
• Make sound, risk‑based decisions aligned with the Bank’s risk management framework and risk appetite.

• 7+ years of relevant professional experience and a post‑secondary degree in a related field, or an equivalent combination of education and experience.
• Proven people leadership and supervisory experience.
• Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
• Strong written and verbal communication skills.
• Excellent analytical, problem‑solving and data‑driven decision‑making capabilities.
• Demonstrated ability to influence, collaborate and operate effectively in a complex, matrixed environment.
• Comfortable working in dynamic, ambiguous and evolving environments.