BMO · 1 day ago
Manager Salesforce Effectiveness, Financial Planner Program
United States
Full-time
Remote
Mid, Senior Level
$69K/yr - $129K/yr
5+ years expBMO is a leading financial institution committed to creating lasting, positive change for its customers and communities. The Manager Salesforce Effectiveness, Financial Planner Program will act as a subject matter expert, analyzing business opportunities and designing programs to enhance sales force effectiveness while providing support to employees to achieve business results.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Acts as a subject matter expert on specific marketing and sales force programs and applications
Analyzes business opportunities to recommend new strategies, programs, and tactics
Designs and executes programs to improve the effectiveness of the sales force, including the development, enhancement, and maintenance of a suite of sales force applications/programs
Provides support to employees to facilitate the achievement of business results
Acts as a trusted advisor to assigned business/group
Influences and negotiates to achieve business objectives
Recommends and implements solutions based on analysis of issues and implications for the business
Assists in the development of strategic plans
Identifies emerging issues and trends to inform decision-making
Conducts independent analysis and assessment to resolve strategic issues
Helps determine business priorities and best sequence for execution of business/group strategy
Builds effective relationships with internal/external stakeholders
Ensures alignment between stakeholders
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards
Breaks down strategic problems, and analyses data and information to provide insights and recommendations
Monitors and tracks performance, and addresses any issues
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
Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels
Provides input into the planning and implementation of operational programs
Leads/participates in the design, implementation and management of core business/group processes
Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences
Breaks down strategic problems and analyzes data and information to provide insights and recommendations
Monitors and tracks performance and addresses any issues
Gathers and formats data into regular and ad-hoc reports, and dashboards
Develops and manages a business/group program
Prepares or leads execution of communications and change management plans to implement new processes, products, and sales campaigns into the sales force
Acts as a single point of contact during implementation to prioritize and manage workflows
Reviews the program for effectiveness, considers industry trends, and recommends enhancements; implements changes
Develops sales force and marketing programs tools and delivers training programs
Coaches employees to drive the most business value from sales force and marketing programs
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus
Provides specialized consulting, analytical and technical support
Exercises judgment to identify, diagnose, and solve problems within given rules
Works independently and regularly handles non-routine situations
Broader work or accountabilities may be assigned as needed
Qualification
Required
Typically between 5 - 7 years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience
Program management skills - In-depth
Change management and leadership skills - In-depth
Deep knowledge and technical proficiency gained through extensive education and business experience
Verbal & written communication skills - In-depth
Collaboration & team skills - In-depth
Analytical and problem solving skills - In-depth
Influence skills - In-depth
Data driven decision making - In-depth
Preferred
Bilingual in French and English would be an asset
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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