Sr Mgr, Wealth Strategic Initiatives
Top Benefits
About the role
Application Deadline:
11/09/2025
Address:
100 King Street West
Job Family Group:
Customer Solutions
This role reports to the Head of Strategic Initiatives in Wealth HQ and partners closely with the Wealth COO to deliver the organization’s most critical cross-line-of-business priorities. As part of a small, high-impact team, you will lead initiatives that shape the future of Wealth Management—spanning cost optimization, growth strategies, integration, and innovation. This is a unique opportunity to work on enterprise-level challenges, influence senior decision-making, and deliver measurable outcomes with pace and precision.
- Leads the design and execution of high-impact, cross-line-of-business strategic initiatives from business case through delivery, ensuring measurable value and senior alignment
- Partners closely with the Wealth COO and senior leadership to advance enterprise priorities and resolve complex challenges
- Provides strategic input into business decisions as a trusted advisor.
- Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
- May network with industry contacts to gain competitive insights and best practices.
- Manages multiple programs/projects simultaneously and resolves conflicting priorities.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Keeps stakeholders informed of messages, recommendations, decisions, process and progress.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
- Develops and applies the framework for databases; oversees database management in adherence with data governance standards.
- Monitors and tracks performance, and addresses any issues.
- Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
- Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
- Leads the execution of programs and initiatives; assesses and adapts as needed to ensure quality of execution.
- Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.
- Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Drives cross business/group coordination and logistical support for the implementation of change.
- Works on initiatives with varied complexity, typically involving multiple stakeholders across BMO.
- Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
- Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
- Implements changes in response to shifting trends.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Experience in strategy, management consulting, or enterprise transformation roles is an asset.
- Broad knowledge of Bank products, services, and organization.
- In-depth/expert knowledge of the wealth management and/or the financial industry
- Seasoned professional with a combination of education, experience and industry knowledge.
- Able to manage ambiguity and operate in a fast-paced, high-visibility environment
- Verbal & written communication skills - In-depth / Expert.
- Analytical and problem solving skills - In-depth / Expert.
- Influence skills - In-depth / Expert.
- Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
- Able to manage ambiguity.
- Data driven decision making - In-depth / Expert.
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
Sr Mgr, Wealth Strategic Initiatives
Top Benefits
About the role
Application Deadline:
11/09/2025
Address:
100 King Street West
Job Family Group:
Customer Solutions
This role reports to the Head of Strategic Initiatives in Wealth HQ and partners closely with the Wealth COO to deliver the organization’s most critical cross-line-of-business priorities. As part of a small, high-impact team, you will lead initiatives that shape the future of Wealth Management—spanning cost optimization, growth strategies, integration, and innovation. This is a unique opportunity to work on enterprise-level challenges, influence senior decision-making, and deliver measurable outcomes with pace and precision.
- Leads the design and execution of high-impact, cross-line-of-business strategic initiatives from business case through delivery, ensuring measurable value and senior alignment
- Partners closely with the Wealth COO and senior leadership to advance enterprise priorities and resolve complex challenges
- Provides strategic input into business decisions as a trusted advisor.
- Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
- May network with industry contacts to gain competitive insights and best practices.
- Manages multiple programs/projects simultaneously and resolves conflicting priorities.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Keeps stakeholders informed of messages, recommendations, decisions, process and progress.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
- Develops and applies the framework for databases; oversees database management in adherence with data governance standards.
- Monitors and tracks performance, and addresses any issues.
- Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
- Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
- Leads the execution of programs and initiatives; assesses and adapts as needed to ensure quality of execution.
- Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.
- Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Drives cross business/group coordination and logistical support for the implementation of change.
- Works on initiatives with varied complexity, typically involving multiple stakeholders across BMO.
- Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
- Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
- Implements changes in response to shifting trends.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Experience in strategy, management consulting, or enterprise transformation roles is an asset.
- Broad knowledge of Bank products, services, and organization.
- In-depth/expert knowledge of the wealth management and/or the financial industry
- Seasoned professional with a combination of education, experience and industry knowledge.
- Able to manage ambiguity and operate in a fast-paced, high-visibility environment
- Verbal & written communication skills - In-depth / Expert.
- Analytical and problem solving skills - In-depth / Expert.
- Influence skills - In-depth / Expert.
- Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
- Able to manage ambiguity.
- Data driven decision making - In-depth / Expert.
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.