Associate Director, Business Management, CCB TPS Sales

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Role Overview 

Treasury & Payment Solutions (TPS) Sales is strengthening its Business Management team through a dedicated Sales Intelligence & Data Management capability. The function will bridge enterprise data and front-line decision-making by converting fragmented information into trusted client, coverage, portfolio and performance intelligence. 

We are seeking a strategic, analytically rigorous leader who can own the TPS Sales data-to-decision lifecycle, translate complex datasets into clear commercial insights, and build sustainable reporting and management processes. This individual will act as a trusted advisor to TPS Sales leadership and partner across Finance, Data & Analytics, Product, Technology and other enterprise functions to improve decision-making, sales execution and change outcomes. 

Mandate 

Establish and operate a trusted TPS Sales intelligence capability that connects enterprise data foundations with TPS-specific client identity, coverage ownership, performance logic and commercial context. The role will enable leadership to make repeatable, evidence-based decisions on growth, portfolio quality, sales capacity, resource deployment and strategic execution. 

This Position Offers 

• High visibility with senior leaders across TPS, CCB and enterprise functions. 

• Broad exposure to sales strategy, client and portfolio analytics, performance management, governance, risk and transformation. 

• The opportunity to shape how TPS Sales uses data to optimize coverage, capacity, growth and execution. 

• A dynamic environment where critical thinking, ownership, collaboration and proactive problem-solving are highly valued. 

Key Responsibilities 

• Own the TPS Sales data-to-decision lifecycle, establishing trusted and repeatable foundations for client, coverage, portfolio and performance intelligence. 

• Establish trusted client and coverage intelligence by helping design sustainable solutions for fragmented client identity, Client-RM-TPS Sales ownership mapping, portfolio assignments and ongoing maintenance across systems. 

• Deliver coverage, capacity and portfolio gearing assessments on a bi-annual basis, identifying under-covered, over-covered and unassigned client relationships to inform resource deployment, portfolio optimization and workforce planning. 

• Produce monthly sales and product intelligence at the national, regional, team, salesperson and product levels, including pipeline, onboarding, activity, revenue, portfolio and performance insights. 

• Translate complex datasets from multiple sources into concise, executive-ready reporting and narratives that highlight performance drivers, risks, growth opportunities, market trends and capacity constraints. 

• Support forecast and performance-review rhythms by clarifying results against plan and prior periods, identifying variances early, and improving visibility into leading and lagging indicators and controllable performance drivers. 

• Monitor adoption and effectiveness of sales tools, platforms and strategic initiatives through behavioural insight, process-adherence reporting and recommendations that strengthen execution and change outcomes. 

• Partner across Finance, Data & Analytics, Product, Technology and other functions to improve data quality, reporting infrastructure, business rules and scalable processes while ensuring TPS Sales requirements and commercial context are represented. 

• Serve as the TPS Sales intelligence partner for strategic and transformation initiatives, providing structured analysis, executive reporting, ad hoc insights and data support for initiatives requiring TPS Sales execution. 

• Operate with a high degree of ownership and initiative, managing recurring and time-sensitive deliverables while bringing structure to ambiguity and advancing high-priority work for TPS Sales leadership. 

Qualifications & Experience 

• 4-7+ years of experience in financial services, management consulting, business intelligence, sales strategy, business management or a related field. 

• Strong analytical and problem-solving capability, with the ability to reconcile, synthesize and interpret large or complex datasets from multiple sources. 

• Demonstrated ability to translate analysis into commercial insight, executive narratives and practical recommendations. 

• Experience with performance reporting, portfolio analytics, sales operations, financial planning or management information is strongly preferred. 

• Understanding of data quality, client identity, ownership mapping, business rules and reporting governance is an asset. 

• Excellent communication and executive storytelling skills, with strong attention to clarity, accuracy and audience needs. 

• A collaborative, relationship-driven approach with the credibility to influence without direct authority across a complex organization. 

• Comfort navigating ambiguity, establishing structure and building scalable solutions from evolving business requirements. 

• Ability to manage recurring and time-sensitive deliverables with precision and strong attention to detail. 

• Advanced proficiency in PowerPoint and Excel; familiarity with Power BI, Salesforce, data visualization or pipeline-management tools is preferred. 

Core Capabilities 

• Commercial and strategic thinking 

• Data synthesis and insight generation 

• Executive communication and storytelling 

• Stakeholder influence and cross-functional partnership 

• Process design and disciplined execution 

• Ownership, judgment and proactive problem-solving 

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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.

To find out more visit us at https://jobs.bmo.com/ca/en.

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO 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.