BMO Financial Group Wealth Planning Analyst in Chicago, Illinois
120 S LaSalle Street
Job Family Group:
Wealth Sales & Service
Provides administrative and operational support in the delivery of financial planning and use of digital tools in order to deliver an exceptional customer experience. Works collaboratively with Private Wealth Advisors, Wealth Planning Consultants, and Wealth Analysts managing BMO Wealth Connection, the client aggregation tool and portal for financial planning in eMoney. Assists in setting up client connections, troubleshooting, and maintaining data feeds into eMoney. Provides as-needed guidance and training on use of digital tools. Works directly with high net worth clients alongside wealth team, by request of Private Wealth Advisors or Financial Planners. Supports development efforts and ongoing maintenance of dashboard reporting for various business areas in Power BI, and provide updates to senior management as necessary. Works proactively to increase Advisor and client adoption of digital tools for an improved the client experience.
Ensures alignment between values and behavior that fosters diversity and inclusion.
Works closely with the Financial Planners, Wealth Advisors, and Analysts - building credibility as a trusted resource.
Knowledge of Microsoft Suite and Power BI a plus.
Knowledge of data handling and data visualization a plus.
Assists in development and ongoing maintenance of data visualization dashboards.
Working knowledge of eMoney and MoneyGuidePro a plus.
Partners with third party software vendors to facilitate and communicate changes and enhancements
Collaborates across functional and operating groups to create the highest value for stakeholders.
Assists Financial Planners in managing and resolving client escalations.
Provides proactive and professional assistance to team members in order to meet client needs and team members' expectations.
Fosters a culture aligned with BMO purpose, values, and strategy and models BMO values in day-to-day activites.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Maintains strong communication with internal partners to support and understand workflow challenges, identify and escalate issues to management.
Develops productive relationships with internal teams/branch and with business partners.
Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
Meets high-quality service standards to maximize relationship retention and growth.
Organizes work information to ensure accuracy and completeness.
Follows through on risk and compliance processes and policies to ensure customer assets are safeguarded and their privacy maintained.
Protects the Bank's assets and complies with regulatory, legal and ethical requirements.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within normal guidelines.
Self-starter and team player.
Assists with special projects and other duties as assigned.
Typically 1+ years of relevant experience and post-secondary degree preferred.
Interest in pursuit/completion of CFP designation.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills.
Collaboration & team skills.
Analytical and problem solving skills.
We’re here to help
At BMO Harris Bank 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 Harris Bank 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.bmoharris.com.
BMO Harris Bank 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. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
BMO Financial Group Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.