Senior Manager - Financial Planning & Broker Edge Performance Management

Role Overview

Hybrid role located in Toronto. Lead with purpose—develop people, shape behaviours, and deliver outcomes that directly influence business performance. Scorecards produced by this team are used daily by frontline employees across Financial Planning and Broker Edge to guide decisions, drive performance, and determine compensation outcomes.

Key Accountabilities

Strategic Alignment

• Translate enterprise and line‑of‑business strategies into effective performance management frameworks.
• Ensure scorecards support key priorities including advice‑led growth, digital transformation, and simplification.
• Shape roadmap and priorities by evaluating business impact, effort, and trade‑offs across competing initiatives.

Stakeholder & Partner Management

• Act as the primary relationship manager and trusted advisor to senior business partners.
• Lead structured discussions to align on priorities, timelines, and deliverables.
• Influence decision‑making using data‑driven insights and clear business rationale.
• Manage partner expectations in a dynamic, high‑demand environment.

Scorecard & Compensation Delivery

• Oversee end‑to‑end delivery of performance management and compensation scorecards.
• Ensure delivery meets defined service levels for timeliness, accuracy, and quality.
• Lead major initiatives, including annual refreshes, compensation updates, and enhancement cycles.

Portfolio & Delivery Management

• Own the team’s project pipeline and prioritization framework.
• Allocate resources to maximize business value and ensure alignment with strategic objectives.
• Balance short‑term delivery needs with long‑term transformation initiatives.
• Drive disciplined execution through structured tracking, status reporting, and governance routines.

Decision‑Making & Trade‑Off Leadership

• Make sound business decisions in ambiguous and complex environments.
• Evaluate problems using a data‑driven and pragmatic approach, including impact sizing.
• Identify and communicate trade‑offs to optimize outcomes across competing demands.

Continuous Improvement & Simplification

• Identify opportunities to reduce complexity, automate processes, and improve efficiency.
• Drive initiatives that enhance transparency, usability, and scalability of scorecards and reporting.
• Champion a continuous improvement mindset focused on maximizing value and reducing effort.

People Leadership & Team Development

• Lead, coach, and develop a team of managers and analysts.
• Foster a high‑performing, accountable, and engaged team culture aligned to BMO values.
• Set clear expectations, provide ongoing feedback, and manage performance outcomes.
• Build leadership capability and strengthen the succession pipeline.

Governance, Risk & Controls

• Ensure robust controls over scorecard accuracy, data integrity, and compensation outcomes.
• Oversee quality assurance, validation processes, and issue resolution.
• Identify and mitigate risks in alignment with audit and regulatory expectations.

Qualifications

Experience

• 8+ years of relevant experience in analytics, performance management, financial services, or related fields.
• Demonstrated experience leading complex, cross‑functional initiatives.
• Experience managing performance frameworks, scorecards, or compensation programs is preferred.
• Proven ability to manage senior stakeholder relationships and influence outcomes.

Skills & Competencies

Strategic & Analytical

• Strong business acumen and strategic thinking.
• Data‑driven decision‑making and problem solving.
• Ability to assess business impact and prioritize accordingly.

Leadership & Execution

• Planning, prioritization, and delivery across multiple initiatives.
• Ability to drive results through delegation and accountability.
• Experience leading and developing people leaders.

Relationship Management & Communication

• Strong stakeholder management and influencing skills.
• Clear, structured, and compelling communication.
• Ability to align diverse stakeholders with competing priorities.

Adaptability & Judgment

• Ability to operate effectively in ambiguity and fast‑paced environments.
• Strong judgment and ability to make decisions with incomplete information.

Education

• Post‑secondary degree in a related field or equivalent combination of education and experience.

Salary

$86,000.00 - $160,000.00 (Salaried). Salaries may vary based on location, skills, experience, education, and qualifications for the role, and may include a commission structure. The total compensation package may include performance‑based incentives, discretionary bonuses, and other perks and rewards.

Benefits

Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans, and other benefits. For more details, visit https://jobs.bmo.com/global/en/Total-Rewards

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