BMO · 1 day ago
Managing Director-TPS Service Design and Performance
San Francisco, CA, USA
Full-time
Hybrid
Senior Level, Lead/Staff
$170K/yr - $250K/yr
9+ years expBMO is a financial institution seeking an experienced leader for the position of Managing Director - TPS Service Design and Performance. This role focuses on transforming the North American Treasury Payments Services Client Service & Implementation team by integrating strategy with execution, championing digital enhancements, and optimizing service collaboration.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Gathers, integrates, and translates information to promote the effective operation of the North American Treasury Payments Services (NA TPS) Client Service & Implementation team
Leads analysis, decision/impact assessment, and recommendations to drive multi-year planning, prioritization and execution of strategies and initiatives across the function that will promote effective operations
Develops and implements processes/procedures that enable the TPS organization to build an effective workforce of the future, identifying and closing skill gaps internally and working with HR and other partners to source external talent where appropriate
Acts as the central point of contact for strategic and priority initiatives for the area, leading a team of process & design management, performance excellence and change management professionals to ensure the integration, optimization, and successful execution and sustainment of key processes and the achievement of set objectives
Provides strategic communication advice to the leadership team, to support clear understanding of strategies and priorities
Use market insights and client/employee feedback to shape BMO’s next-generation service model
Direct multi-year, cross-functional programs that reimagine how we deliver value, streamline processes, and drive purposeful customer and employee experiences
Lead the design and implementation of advanced technologies—from AI-driven service automation to self-service platforms—ensuring high adoption through effective change management and employee upskilling
Foster enhanced collaboration across Sales, commercial bankers, product managers, strategy, digital product and innovation, Personal and Business Banking, and Wealth Management teams
Align efforts to refocus Sales on relationship growth while consolidating servicing responsibilities within dedicated roles
Oversee reengineering of key onboarding, account maintenance and billing processes to elevate the client experience, reduce manual tasks and free capacity for deeper relationship management
Develop tools, training and career pathways that energize employees and empower high performance
Foster a culture that integrates customer-centricity and innovation
Ensure projects align with BMO’s risk and compliance frameworks, manage budgets effectively, and track success metrics across adoption, efficiency, experience, financial targets and governance
Qualification
Required
9+ years driving transformation in financial services or technology-enabled operations
Ability to connect product, client, and employee insights to organizational strategy and translate them into actionable programs
Solid grounding in client experience design, AI/automation, and digital enablement to enhance service delivery
Skilled in partnering across sales, product management, strategy, digital innovation, personal and business banking, and wealth management to drive unified solutions
Known for cultivating inclusive, high-performing teams and leading complex change with clarity and empathy
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
H1B Sponsorship
BMO has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (6)
2022 (4)
2021 (2)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
MarketScreener
2026-01-06
2025-12-24
2025-12-18
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