Director of Client Experience, Deliverables
United States
Full Time
1 hour ago
$112,200 - $209,000 USD
Key skills
AnalyticsLeadershipProject ManagementChange ManagementCommunicationCollaborationSales
About this role
Role Overview
- Provide strategic input and recommendations to senior leadership
- Lead execution of strategic initiatives and practice management programs
- Develop and implement communication strategies to influence behavior
- Define business requirements for analytics and reporting
- Lead change management programs including planning, execution, and sustainment
- Collaborate across departments (marketing, legal, finance, sales leadership)
- Support and lead the development and execution of strategic initiatives
- Analyze data to provide insights and recommendations
- Integrate information from multiple sources to streamline reporting
- Ensure timely, accurate, and efficient service delivery
- Act as subject matter expert for internal and external stakeholders
Requirements
- 7+ years of relevant experience
- Post-secondary degree in a related field or equivalent combination of education and experience
- Proven track record in sales and strategic thinking
- Deep understanding of wealth management and competitive landscape
- Strong communication, collaboration, and influence skills
- Ability to manage ambiguity and confidential information
- Proficient in BMO Wealth Management sales tools
- Strong project management and organizational skills
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans