BMO Financial Group Process Transformation Leader, Treasury and Payment Solutions in Ontario, Canada


The Transformation Lead will be assigned to strategic Treasury and Payment Solutions initiatives, which will focus on constantly improving the customer-first expectations of our business and support services. This role will be required to provide strategic thought leadership as well as critical problem solving skills as the individual works through the strategy, change plan, communication plan and implementation of the changes. This role will lead a small project team and will work closely with key stakeholders within TPS, as well as, technology, and sales in both Canada and the US.

Key Accountabilities

  • Lead transformation initiatives for Treasury and Payments Solutions, taking ownership to establish the vision, change structure, implementation of that transformation, messaging of the change to key stakeholders and provide continuous improvement post implementation

  • Apply a structured approach to facilitate problem solving, identify root causes, and guide stakeholders to make informed decisions

  • Proactively suggest changes that address opportunities or issues. Gain alignment at all levels behind opportunities/ impacts, and influence them to take action

  • Strategically identify and solve real business problems resulting in improvement against the key performance indicators established for the program

  • Within the context of the change initiatives, responsible for building and sustaining the day-to-day relationships and communications with business partners at various levels of the organization, including SVP, VP level, as well as other internal and external resources.

  • Ensures end results are of the highest caliber with a clearly articulated scope and quantifiable business benefit. Ensures there is clear linkage between the business vision/context and the project scope and objectives. Ensures mechanisms to measure benefits are set up in the project

  • Chairs regular core team and key governance forums (e.g. Steering Committees, Operating Committees, Decision Forums) to review progress with key constituents. Represents the interests of the project or program in various project governance and inter-department forums

  • Ensures issues and risks are identified, quantified, managed and tracked. Ensures risks, assumptions and constraints are appropriately communicated and escalated when necessary.

  • Seek new perspectives and challenge what is possible. Pose the right questions and share best practices to allow partners to develop long term strategies. Speak up, be candid and authentic. Break barriers and connect the dots across business, operations, technology, and key partners

Authorities Scope & Impact

To deliver on these accountabilities, the incumbent must have the following authorities:

  • Advisory – This role supports the TPS SLT and provides advice and counsel on integrated business process improvement solutions

  • Monitoring – This role has the authority to collect or be provided with required information from others for project review, analysis and reporting

  • Auditing – This role has the authority to examine whether business and process changes meet the requirements and needs of the TPS business.

  • Issue Resolution – Resolve a diverse range of related issues/situations/problems arising from various process driven initiatives. Escalate as needed

  • Direct accountability for project team members

  • Understand impact to other TPS areas

  • Provide recommendations for problem resolution to achieve the future state model for Client Services

  • Successfully sell the future state vision and manage the associated change messaging for the organization and individuals impacted

  • Program Manage multiple key initiatives

  • Establish and report against key performance indicators for each strategic initiative

Cross Functional Relationships


  • Internal business partner executives – SVP, VP and Director level

  • Operational teams within the TPS Business

  • NA CCC, technology, Sales – CFD/ Core Commercial (Canada); Commercial Banking/ Business Banking (US)


  • External consulting professionals


Knowledge & Skills


  • 5 years experience with progressively increasing responsibility in business transformations, process improvement, or Organizational Change Management on business transformations

  • Strong leadership experience in a transformational, fast-paced environment

  • Experience managing medium to large-scale transformation initiatives

  • Experience facilitating meetings and conflict resolution

  • Experience in Consulting is considered an asset

  • Experience with developing and executing plans to support employee preparedness for large scale, complex transformational changes

  • Clear understanding of process redesign fundamentals and definitions

  • Conducts process measurement activities and basis process analysis (e.g., graphical/ some statistical).

  • Knowledge of BMO’s Commercial banking products and services is considered an asset

  • Experience building executive relationships

  • Experience in project planning and problem solving


  • Able to lead discussions with stakeholders and can effectively guide conversation to stated objectives and promotes dialogue to achieve actionable conclusions

  • Makes decisions within appropriate time frames and with sound justification, and can learn from mistakes

  • Able to manage ambiguity and synthesize complex information into meaningful messages and recommendations

  • Able to persuade, convince or influence in order to have specific impact or effect

  • Able to structure an idea or proposal in such a way as to engage the agreement, commitment and championship of others through the discipline of the facts presented, the targeted benefits articulated, and the coherence and cogency of the argument / presentation

  • Capable of applying a structured approach to facilitating problem solving, identifying root causes, and influencing partners to make informed decisions

  • Capable of interacting and to have difficult conversations with partners at any level

  • Skilled in planning, coordinating, tracking, and controlling different parts of a complex project

  • Able to structure work plans for moderately complex activities without support

  • Strong analytical and problem solving skills

  • Strong communication skills both written and verbal

  • Able to write high-quality, well designed and structured documents.

  • Demonstrates understanding of audience in development

  • Strong skills with core Microsoft Office suite. Can create professional-level material from scratch, or effectively tailor templates to meet specific project needs

  • Business analysis capabilities (statistical / graphical)

  • Team player, shows initiative in motivating others, recognizes achievements and creates excitement around goals

  • Skilled in understanding the impact of a change, and planning effective interventions

  • Understands, describes and navigates existing work and makes recommendations with a clear sense of organizational impact

- Multiple site locations. May require extensive travel to Chicago.

At our company, we have been helping our customers and communities for over 195 years. Working with us means being part of a team of talented and passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.

To find out more visit our website at .

BMO Financial Group is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Job Field:

Strategic Management

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