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Builds and manages referral networks to generate mortgage originations, guides customers through mortgage application and processing, executes targeted marketing and sales programs, collaborates with branch teams, ensures compliance with regulatory and bank policies, analyzes data and prepares reports, and delivers exceptional customer service to meet sales and profitability goals.

The Senior Manager of Workforce Planning leads the Financial Planning Program, overseeing strategy development, governance, analytics, and collaboration with various stakeholders to meet business objectives. Key responsibilities include strategic planning, policy oversight, data analysis, and driving initiatives for workforce enhancement.

Provide financial and investment planning and advice, sell managed and fee-based products, develop business, support strategic initiatives, produce reports and dashboards, coach team members, ensure compliance, and manage client relationship plans to meet sales and performance targets.

The Senior Manager will design and execute credit strategies for Unsecured Lending, utilizing statistical modeling and enhancing customer experiences while ensuring compliance with risk appetites and regulatory standards.

Lead and grow BMO's Orange County wealth management market by building and managing high-performing private banking teams, driving business development, advising high-net-worth clients on complex financial and credit strategies, and partnering across functions to execute strategic initiatives while managing risk, compliance, and portfolio profitability.

Lead enterprise-first party fraud analytics strategy using advanced analytics, machine learning, rules, and behavioral insights to detect, measure, and mitigate first‑party fraud across lending products. Build models, rules, monitoring, and early‑warning systems; perform link analysis and data mining; partner with Risk, Technology, and Operations; manage and grow an analytics team and influence enterprise fraud strategy.

Lead pricing and risk management for FX, STIR and cross-currency basis across G10 currencies during North American hours. Manage a trading book (risk, P&L, limits), provide competitive pricing to sales, drive client engagement and revenue growth, collaborate with Sales and Research, mentor junior staff, and ensure compliance with risk and regulatory frameworks while optimizing risk-adjusted returns.

Manage portfolio of mass affluent clients, identify financial needs, and provide solutions while achieving sales targets and building relationships within the community.

Client-facing role supporting Investment Advisors to grow and manage client relationships through financial planning, portfolio reviews, investment advice, prospecting, and business development. Prepares reports, conducts research, creates client proposals and financial plans, manages databases and compliance, and collaborates with internal partners to meet growth and service objectives while adhering to regulatory and risk frameworks.

Lead design, development and execution of unsecured account management and credit risk mitigation strategies using decisioning platforms and ML-enabled models. Own lifecycle strategy, model use, experimentation, governance, and cross-functional execution to optimize exposure, client experience, and portfolio resilience within policy and regulatory frameworks.