At a Glance
- Tasks: Lead strategic initiatives and manage technology investments to drive business value.
- Company: Join BMO, a leader in financial services with a commitment to innovation.
- Benefits: Competitive salary, health insurance, tuition reimbursement, and retirement plans.
- Other info: Inclusive workplace with opportunities for growth and professional development.
- Why this job: Make a real impact by influencing executive decisions and optimizing investment portfolios.
- Qualifications: 7+ years in portfolio management or strategic planning with strong analytical skills.
The predicted salary is between 50000 - 185000 $ per year.
The successful candidate is a strategic thinker, trusted advisor, and strong relationship manager who can translate complex data into actionable insights, facilitate executive decision-making, and balance investment priorities to maximize business value while maintaining sound governance and portfolio discipline.
The Senior Manager, Risk Strategic Initiatives, is a key member of the ERPM COO Strategic Transformations team and is primarily responsible for the management of ERPM's Technology Investment Portfolio (TIP). The role leads the planning, prioritization, governance, funding management, and oversight of technology investments, ensuring alignment to ERPM strategic objectives, regulatory commitments, and enterprise priorities.
Acting as a trusted advisor to senior leaders, the incumbent partners across ERPM, Finance, Technology & Operations (T&O), Enterprise TIP, and executive stakeholders to support investment decision-making, portfolio optimization, and benefits realization. The role is accountable for translating strategic priorities into actionable investment plans, developing business cases and funding recommendations, monitoring portfolio performance, and delivering executive-ready insights that enable effective governance and resource allocation.
This position requires a highly collaborative and influential leader who can navigate complex stakeholder environments, drive strategic initiatives from concept through execution, and provide objective, data-driven recommendations that maximize business value while maintaining strong governance and portfolio discipline.
Key Accountabilities
- Lead ERPM's annual TIP planning, prioritization, funding allocation, and portfolio governance processes.
- Develop business cases, investment recommendations, and strategic roadmaps that support ERPM objectives and enterprise priorities.
- Provide strategic advice and recommendations to senior leaders on investment decisions, emerging risks, funding trade-offs, and portfolio optimization.
- Monitor portfolio performance, financial utilization, risks, dependencies, and benefits realization, ensuring transparency and accountability.
- Lead executive reporting, dashboards, and portfolio insights to support decision-making and governance forums.
- Drive execution of strategic initiatives from business case development through implementation, monitoring, and value realization.
- Partner with Finance, T&O, Enterprise TIP, and business stakeholders to align priorities, secure funding, and deliver outcomes.
- Lead change management, stakeholder engagement, and communications activities associated with portfolio initiatives.
- Identify opportunities to enhance portfolio management practices, reporting, governance, and operational effectiveness.
- Serve as a subject matter expert on portfolio governance, strategic planning, investment management, and change delivery.
Qualifications
- 7+ years of experience in portfolio management, strategic planning, PMO, transformation, finance, risk, or technology investment management.
- Strong understanding of investment governance, business case development, financial management, and benefits realization.
- Proven ability to influence senior executives and manage complex stakeholder relationships across a matrixed organization.
- Exceptional analytical, problem-solving, communication, and executive presentation skills.
- Demonstrated ability to manage ambiguity, balance competing priorities, and drive strategic outcomes.
- Experience in risk management, governance, regulatory environments, or large-scale transformation programs is an asset.
Senior Manager, Chief Operating Officer, Strategic Transformations in Toronto employer: BMO Financial Group
BMO is an exceptional employer that fosters a culture of respect, collaboration, and innovation, making it an ideal place for a Senior Compliance Manager to thrive. With comprehensive benefits including health insurance, tuition reimbursement, and retirement savings plans, employees are supported in their professional growth and well-being. The dynamic work environment in downtown Toronto not only offers access to a vibrant city life but also provides ample opportunities for networking and career advancement within a globally recognized financial institution.
