Primary accountabilities are to partner with US P&BB Data and Analytics, US P&BB Distribution, US P&BB Specialty Sales, and US P&BB Business Banking across multiple disciplines including: + Incentive Planning + Incentive Corrections, Escalations, and Exceptions + Goaling + FTE Planning and Management + Call Leads Planning and Management + Reporting and Sales Tracking + Role Clarity + Strategic Problem Solving This role leads business information and insights for US P&BB distribution and Specialty Sales, including the business strategies, support and maintenance for goal planning, performance tracking, and incentive plans. It is accountable for creating role clarity and ensuring role health within the distribution network. The role leads workforce planning and manages FTE planning for the business. The role leads strategies on sales practice monitoring, ensuring systems are set up so that the salesforce can/do act with integrity and follow the spirit and the letter of the Code of Conduct. The role leads the strategic design and implementation of Distribution and Specialty Sales Lead Calling Programs. The role is also accountable to partner with the NA P&BB Data & Analytics team on upgrading and delivering maintaining an improved customer relationship management tool for use by the salesforce. The role gathers and integrates information to promote the effective and profitable operation of the business/group and enhances the Bank’s profile in the marketplace. Works with stakeholders to interpret financial and business results, understands the operating environment & emerging trends and provides planning, support and recommendations to improve operational effectiveness and tracks achievement of objectives. + Has deep level experience and business acumen in the following core areas: + Incentive Planning + Incentive Corrections, Escalations, and Exceptions + Goaling + FTE Planning and Management + Call Leads Planning and Management + Reporting and Sales Tracking + Role Clarity + Strategic Problem Solving + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. + Develops an expert understanding of business/group challenges. + Recommends and implements solutions based on analysis of issues and implications for the business. + Recommends measures to improve organizational effectiveness. + Influences and negotiates to achieve business objectives. + Identifies emerging issues and trends to inform decision-making. + Networks with industry contacts to gather competitive insights and best practices. + Acts as a subject matter expert on relevant regulations and policies. + Leads the development of priorities, current, and planned initiatives, and support requirements related to strategic management for the business/group. + Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. + Develops the business case by identifying needs, analyzing potential options, and assessing expected return on investment. + Recommends business priorities, advises on resource requirements, and develops roadmap for strategic execution. + Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. + Defines business requirements for analytics & reporting to ensure data insights inform business decision making. + Monitors and tracks performance and addresses any issues. + Leads the execution of designated business programs; assesses and adapts as needed to ensure quality of execution. + Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis, and reporting. + Plans and controls unit operating expenses in accordance with forecasts. + Makes recommendations to leaders on financial management processes based on changing requirements. + Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders. + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. + Conducts independent review, analysis, and resolution of strategic issues. + Designs and produces regular and ad-hoc reports, and dashboards. + Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. + Builds effective relationships with internal/external stakeholders and ensures alignment between stakeholders. + Employs systems (e.g., customized exception reports, tracking reports etc.) to manage information. + Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. + Within the mandate of this role, promotes and supports the Bank’s risk culture including ensuring employees understand their accountabilities for risk-taking activities, promoting an environment of open communication and effective challenge, and establishing the “tone from the top” through leading by example. + Complies with the Bank’s Risk Appetite framework and ensures risk-taking activities remain within agreed limits and comply with all regulatory requirements. + Role models driving simplicity and productivity enhancements for optimization across groups driving continuous improvement on key measures. + Activates our winning culture, aligned with Purpose. Ignites engagement by aligning our culture to our strategy and fueling exceptional execution. + Fosters diversity, equity and inclusion and creates an inclusive environment for all employees by eliminating barriers to inclusion. + Develops leaders, plans for succession, and fosters a high-performance culture. + Drives top talent acquisition and retention, developing organizational capabilities to drive competitive advantage. + Leads and mentors a team with diverse risk and business experience, skills, and orientation. + Leads, promotes, and reinforces the Bank’s Ambition; personally, role models One Bank leadership; drives sustainable improvements in customer loyalty and business growth; adheres and supports enterprise customer experience and brand standards. **Qualifications:** + Typically, 9+ years of relevant experience in Financial Domain and specifically with Incentive Planning, Incentive Corrections, Escalations, and Exceptions, Goaling, FTE Planning and Management. + Holds post-secondary degree in related field of study or an equivalent combination of education and experience. + Seasoned expert with extensive banking industry knowledge. + Experienced business leader with solid knowledge interpreting data and insights down to implementation and execution of goals and incentives + Technical leader viewed as a thought leader for innovation, understanding data/insights. + Verbal & written communication skills - Expert. + Analytical and problem-solving skills - Expert. + Influence skills - Expert. + Collaboration & team skills; with a focus on cross-group collaboration - Expert. + Able to manage ambiguity. + Data driven decision making – Expert. The pay range for this role is $170,000 - $230,000 **Salary:** **Pay Type:** Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.