BMO Financial Group Jobs

bmo home

Job Information

BMO Financial Group Relationship Manager in Virtual, Wisconsin

Reporting, Analytics, and Risk Management

Supports the execution of accurate and efficient reporting solutions for risk, regulatory and management information to internal and external stakeholders, including regulatory bodies. Supports an efficient and effective risk management function which uses common information sources and practices, costs, service level performance, and minimizes risk. In addition, liaises with stakeholders to understand problems and opportunities and, recommends solutions to enable the achievement of organizational goals. Builds exceptional relationships with internal stakeholders. Analyzes data and creates documents and plans in service of informing, advising, or updating stakeholders.

Strategic Initiatives

Provides subject matter expertise in the design, development, management, and implementation of assigned projects from business case development through execution. Works across BMO to deliver specific project/program business results in alignment with overall group goals.

Mergers and Acquisitions (M&A)

Develops, implements, and maintains process, methodologies, tools, templates, artifacts and training which outlines the requirements for Delivery deals across T&O. In addition, coordinates communications across T&O Mergers & Acquisitions and Strategic Initiatives (TOMASI) Delivery stakeholders and Workstreams


  • Monitors and manages alignment with key performance commitments and risk management standards; Consolidates data into regular, ad-hoc reports, and dashboards

  • Ensure the Business Continuity Plan is communicated to the Team annually and updated as changes occur during the year.

  • Maintains all related team (including, but not limited to Global Service Management, Living Will, and general business operations) artifacts and act as the subject member expert on team process and procedures

  • Drives efficiency and effectiveness by developing self-serve reporting tools and utilize previous and current deal data

  • Perform ongoing market research of M&A industry news, data, and analytics

  • Take on a support role within the T&O M&A Office on M&A deals

  • Communicates and collaborates with internal and external stakeholders to deliver on business objectives

  • Understands the regulatory requirements and risks inherent in the operations and ensures appropriate actions are taken and operational integrity is maintained

  • Maintain a current understanding of the Bank’s overall organizational structure (T&O, Lines of Business, and Corporate Support Areas).

  • Maintain focused interaction with all groups within T&O and Corporate Support Areas

  • Collaborates in development/implementation of new processes/tools and changes/improvements to existing processes and tools

  • Broader work or accountabilities may be assigned as needed


  • Knowledge of business analysis, project delivery practices and standards across the project lifecycle

  • Understanding of risk, regulatory and compliance requirements

  • Understanding of industry standards and business capabilities

  • Understand M&A industry context

  • Strong proficiency in Microsoft Office products and SharePoint

  • Demonstrate basic knowledge in building solutions with Microsoft Power Platform

  • Show familiarity in automating basic business processes with Power Automate and in creating simple Power Apps experiences

  • Collaboration & team skills; with a focus on cross-group collaboration

  • Strong analytical skills

  • Exceptional skills in quantitative analytics

  • Basic understanding of accounting and finance concepts

  • Highly developed written and oral communication skills

  • Strong interpersonal skills

  • Ability to work under limited supervision

  • Ability to learn and adapt quickly

  • Excellent capability to service multiple groups independently and proactively

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

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.

Note to Recruiters: BMO Harris Bank does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO Harris Bank, directly or indirectly, will be considered BMO Harris Bank property. BMO Harris Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.