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BMO Financial Group Manager, Strategic Initiatives in ~ LRN - BMO Harris Naperville Operations Center, United States


250 Yonge Street

Job Family Group:

Strategy & Change

This role will manage Enterprise Statements Solutions (ESS) initiatives, from identification of digital adoption and other cost savings opportunities all the way to implementation. The Manager, Strategic Initiatives will liaise with stakeholders from a variety of lines of business as well as vendors from both Canada and the US. Project Management abilities such as requirements gathering, budget and timeline management, risk assessment and communications will be key for success in this role. An interest for technology and understanding of digital banking capabilities and technologies is highly desired.

Spearheads the intelligent automation practice delivering the next wave of performance efficiencies enabled by Artificial Intelligence, Data & Analytics, and Technology. Creates and applies strategies to work with internal stakeholders to establish the foundation and governance for Intelligent process automation to maximize return on their investment, reduce costs, mitigate risks, streamline processes and improve the customer experience. Collaborates with internal stakeholders to understand and challenge their current processes and develop solutions to build confidence by demonstrating success and uncovering opportunities to deliver business value. Understands business needs, identifies opportunities for Intelligent automation, crafts business & technical requirements, defines scope, mitigates risks, leads project, and manages issues and timelines. Manages all project requirements to execute approved plans.

  • Understands business needs, and collaborate with internal stakeholders to prioritize opportunity areas.

  • Works with internal stakeholders to prepare a business case to facilitate green-lighting of initiatives.

  • Leads the design, development and implementation of robotic solutions that meet business objectives.

  • Participates in interviews, brainstorming sessions and workshops with key stakeholders to document current and future state business process

  • Translates current business processes into strategic smart process solutions – including Cognitive Automation – as a Robotics Subject Matter Expert.

  • Builds high quality robotics solutions that are intuitive for senior audiences, simple to maintain, and drive business outcomes.

  • Fosters relationships with internal stakeholders to raise awareness and evolve standards that support Intelligent Process Automation.

  • Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.

  • Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.

  • Contributes to refine the project intake process to standardize and streamline for future projects.

  • Contributes to standardize the project delivery methodology and approach.

  • Identifies and recommends process improvements and best practices for future projects and initiatives.

  • Evaluates intelligent automation practice (IPA) strategy and approach and conducts research on emerging IPA approaches and technologies.

  • Documents and socializes enterprise standards and practices related to IPA.

  • Collaborates with Technology to understand and finalize information technology infrastructural and environment needs.

  • Creates proof of concept (POCs), demos, videos and other items as required to prospect new opportunities.

  • Stays abreast of current business and industry trends relevant to IPA.

  • Works to develop IPA strategy, governance and control frameworks for the enterprise.

  • Works with business process experts to identify and document best use cases for automation, defines business cases and makes recommendations based on an understanding of the business strategy and stakeholder needs.

  • Analyzes and transforms business processes and designs a strategy and solution leveraging robotics process automation, machine learning and other AI capabilities.

  • Creates and maintains an initiative intake process.

  • Develops and refines leading practice IPA approach and methodology.

  • Provides advice and guidance to assigned business/group on implementation of solutions.

  • Crafts business and technical requirements in partnership with the business and technology teams.

  • Leads and manages all phases of the IPA project lifecycle, including design, development, testing. deployment and sustainment of solutions

  • Helps ensure project adherence to established processes, standards and best practices for IPA.

  • Finalizes project governance, scope, effort estimates and defines project timelines and exit criteria.

  • Establishes the project management rigour including publishing status updates, meeting notes, action items.

  • Organizes kick-off workshops to engage the business and technical teams to start the project.

  • Maintains a risk and issues log and works with stakeholders to close issues and mitigate risks.

  • Manages delivery to agreed-upon milestones and sprints, proactively communicating bottlenecks to leadership.

  • Maintains the backlog of features and works with business and technology to confirm trade-offs and priority.

  • Owns the sprint execution and delivery while collaborating with business and technology stakeholders.

  • Solves problems through a combination of escalation, including recommending options, reviewing trade-offs, facilitating decisions with senior leaders, and following up to execute on approved decisions.

  • Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders.

  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.

  • Provides specialized consulting, analytical and technical support.

  • Exercises judgment to identify, diagnose, and solve problems within given rules.

  • Works independently and regularly handles non-routine situations.

  • Broader work or accountabilities may be assigned as needed.


  • Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

  • Bachelor’s degree with concentration in computer science, engineering, information systems, information technology or other related majors such as business & administration.

  • Working knowledge of Robotics / Intelligent Process Automation, Machine Learning, and Data Driven solutions.

  • Experience in managing agile / sprint based projects.

  • Experience in understanding business processes and experience crafting business and technical requirements.

  • Participated in cross-functional programs from conceptualization to delivery and ongoing operations.

  • Experience in project planning and execution, risk / issue management, stakeholder communication.

  • Deep knowledge and technical proficiency gained through extensive education and business experience.

  • Verbal & written communication skills - In-depth.

  • Collaboration & team skills - In-depth.

  • Analytical and problem solving skills - In-depth.

  • Influence skills - In-depth.

  • Data driven decision making - In-depth.

We’re here to help

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.

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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.

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.