Manager Corporate Actions

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Corporate Actions Notifications area is part of BMO Wealth Management Operations line of business. We are seeking a Manager to join our Operations team to provide support and deliver specific processes. Asset Servicing Unit supports a variety of lines of business, including Nesbitt Burns Mutual Funds distribution channels, BMO Nesbitt Burns, BMO Global Asset Management, BMO Capital Markets and InvestorLine. The role will report directly into the Associate Director of Corporate Action Entitlement and Re-Org.

Opportunity:

The role will provide support and delivery on specific operational processes to ensure timely and accurate settlement of Security, Derivative, Foreign Exchange and Money Market transactions executed globally, and confirms the activity is accurately recorded in the bank's book of records. Specific operational processes include pre and post settlement support related to account opening, confirmation, cash management, margin, and collateralization.

Also provides support for specialized operations - Asset Servicing (corporate actions/entitlements/Document Management), Correspondent Banking Services, and the Wire Payment Operations hub for the bank.

In doing so, you will ensure an appropriate level of operational efficiency is maintained and effective procedural, compliance and management controls are in place and followed, in accordance with the established policy/procedures of the unit.

Day-to-Day Functions

Daily Operation

• Manage and oversee daily workflow activities, ensuring urgent Corporate Action and Entitlement Notifications, as well as other critical team tasks, are prioritized effectively.
• Review, validate, and approve all Corporate Action and Entitlement Notifications to ensure accuracy, completeness, and compliance with internal standards.
• Coordinate the timely dissemination of notifications to clients, maintaining high service levels and meeting all required deadlines.
• Monitor operational risks and escalate issues promptly, ensuring all client‑impacting corporate action notification are addressed efficiently.
• Ability to lead the team in researching, analyzing, and reconciling complex Corporate Action details, ensuring the accurate capture of terms, deadlines, rates, and entitlements
• Ensure all associated tasks are completed and all files are appropriately documented and presented to Senior Management for end of day review.
• Fulfill routine and frequently non-routine transactions, internal business partner and/or external customer inquiries/requests, and/or audit/reconciliation activities.
• Support & Assist in the implementation of operational changes/improvements in order to streamline procedures and enhance customer service and identify and recommend areas for improved efficiency and simplification Risk Control.
• Escalate all critical issues identified immediately to ensure risk mitigation and control and ensure errors and omissions are maintained at an absolute minimum, or where occurring are not repetitive in nature as part of managing key risk indicators.
• Complete and sign all checklists with integrity and supporting documentation if required and maintain of satisfactory internal and external Audit/Regulatory/Risk ratings and reviews.

Required Qualifications

• Expert-level knowledge of global Corporate Action event types, including mandatory, voluntary, and voluntary-with-options events (e.g., mergers, tender offers, exchanges, rights issues, spin‑offs, reorganizations).
• Strong understanding of market‑specific rules, issuer circulars, depository announcements, regulatory bulletins, and exchange notices related to Corporate Action processing.
• Proven ability to interpret complex legal and financial documentation, including offering memorandums, prospectuses, agent notices, and regulatory filings.
• Excellent written and verbal communication skills with the ability to translate technical Corporate Action information into client‑friendly language.
• Ability to lead the team under pressure and manage fluctuating workloads, particularly during high‑volume Corporate Action cycles.
• Proven ability to collaborate effectively with internal teams (Risk, Compliance, Operations, Technology) and external stakeholders (custodians, agents, counterparties).

Client Services

• Respond to all client queries in a timely manner providing all necessary information and backup for quick resolution and ensure the Corporate Action Support Services Team is notified and updated of all potential client impacting issues.
• Collaborate with internal and external stakeholders ensuring risk adverse best service to our clients.
• Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives and non-standard inquiries.

Overall Accountability

• Responsible for the daily operations of the business unit with approximately 15 direct reports; is knowledgeable in the unit’s functions to ensure the teams resources are managed efficiently and most effectively.
• Ensure team’s performance is focused on achieving and exceeding quality and productivity goals. Support team members on their path to proficiency as they progress through the department onboarding and new hire program.
• Identifying optimization in a collaborative manner. Work in close collaboration with internal and external business partners to execute and continuously improve the processes.
• Continually assess productivity and quality results and provide timely coaching to team members. Ensure team is aligned with and progressing through the training framework, achieving proficiency within designed timeframes.
• Providing an effortless experience for our front lines. Ensure team has a strong understanding of the client experience and how they can positively impact it. Proactively maintain knowledge of business unit and policy and procedures, and to communicate changes as required.
• The Manager, Corporate Actions will work collaboratively within the supervisory & management group to coordinate the activities of the Corporate Actions and Entitlement Analysts to successfully meet the business needs. They monitor service quality to ensure service levels are consistently achieved by resolving issues efficiently and effectively, and collect, interpret and report on metrics. In addition, the Supervisor, Corporate Actions acts as a key escalation point for Corporate Actions and Entitlement Analysts for issues.
• Participates/leads process/system continuous improvement initiatives.

Other Activities/Functions

Culture

• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do.
• Ensures alignment between values and behavior that fosters diversity and inclusion.

Team

• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches’ employees, supports their development, and manages poor performance.
• Monitors and tracks performance and address any issues.

What do you need to succeed?

Must Have

• Between 5 - 7 years of relevant corporate actions experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Knowledge and understanding of the business unit’s key products and services, processes and controls.
• Knowledge of the risk and regulatory requirements of the business.
• Customer service skills.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Strong prioritization skills, ability to multi-task in a fast-paced environment.
• Strong analytical, organizational and problem-solving skills.
• Data driven decision making.
• Experience in: Broadridge ADP, various depos (CDS(PTM), DTC, BNP, Citi, BONY, Euroclear), OLBB

Salaire :

Type de rémunération :

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.

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