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The Senior Manager of Data Engineering leads a team in developing data and AI products, guiding architecture and design, and ensuring process improvements while managing stakeholder expectations and technical implementation.

Serve as primary relationship manager for HNW and UHNW clients, delivering integrated wealth management including credit, lending, investments, and financial planning. Drive business development, cross-selling, and team coordination; create client proposals, lead reviews, ensure regulatory compliance and risk management, and produce reporting and change-management deliverables.

Serve as primary relationship manager for HNW/UHNW clients delivering integrated banking, credit, investment and holistic financial planning. Lead business development, cross-selling, and client retention; coordinate multi-disciplinary teams to design portfolios, lending solutions, and tax/trust/insurance strategies. Oversee reporting, risk management, regulatory compliance, change initiatives, and mentor junior team members while driving regional sales targets and enterprise-level strategic initiatives.

Serve as primary relationship manager for HNW/UHNW clients delivering integrated banking, lending, investment and holistic financial planning. Drive business development, cross-selling, and ‘One Client’ strategies; coordinate multidisciplinary teams; produce client reports and reviews; ensure regulatory compliance and risk management; design tools, training, and change management; mentor junior team members and lead strategic initiatives to meet business goals.

The Private Wealth Advisor - Director provides advisory sales and relationship management, focusing on building client relationships, executing business strategies, and delivering holistic financial solutions. Responsibilities include business development, client support, stakeholder collaboration, and strategy recommendations to meet organizational goals.

Provide specialized wealth planning and advisory for HNW/UHNW clients, collaborating with relationship teams and external advisors to deliver complex financial, tax, estate, succession, and philanthropic solutions. Drive client growth and retention through business development, produce training and content, analyze data to inform strategy, and ensure compliance with bank policies and regulations.

Lead sourcing, due diligence, selection and ongoing monitoring of third-party hedge fund managers. Perform qualitative and quantitative fund analysis, support client portfolios and meetings, and collaborate with internal partners to build and maintain the hedge fund platform.

Lead architecture and delivery of large-scale Azure solutions. Design IaC (Terraform) modules and landing zones, CI/CD pipelines, security and governance (PaC, RBAC), observability, cost optimization, and container infrastructure. Mentor engineers, run design/code reviews, collaborate with stakeholders, and drive operational excellence and incident response for enterprise cloud platforms.

Provide financial and investment planning and managed-product advice to clients, drive new asset and fee-based sales, implement business development strategies, produce analysis and reports, support strategic initiatives and change management, coordinate with relationship teams and referrals, and ensure compliance with risk and regulatory policies to protect client assets.

Develop and manage referral networks to generate mortgage originations, guide customers through mortgage application and processing, execute targeted marketing and sales programs, collaborate with branch teams, ensure regulatory compliance, document activity in internal systems, analyze data for insights, and provide high-quality customer service to grow BMO's home financing business.