BMO · 9 hours ago
Director of Planning Enablement
Chicago, IL, USA
Full-time
Onsite
Senior Level, Lead/Staff
$137K/yr - $238K/yrBMO is a financial services provider committed to creating positive change for customers and communities. The Director of Planning Enablement is responsible for developing and executing a content strategy to equip sales-facing and planning teams with impactful insights for High Net Worth client interactions. This role requires strong leadership, editorial judgment, and the ability to collaborate across multiple stakeholders to ensure effective content deployment and utilization.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Own the planning content strategy and define the thematic ‘throughline’ that guides what is produced, when it is deployed, and how it supports go-to-market planning priorities for HNW clients
Build and manage an annual and quarterly editorial roadmap aligned to seasonal planning moments, market/legislative developments, and prioritized client needs
Solicit and translate field feedback and Planning Leadership priorities into an actionable, client-ready content pipeline
Establish a repeatable content deployment cadence—ensuring the field receives the right content at the right time, with clear ‘how to use this’ guidance
Package content for use in client meetings (e.g., talk tracks, discovery prompts, one-pagers, FAQs, objection handling, case studies, and ‘next best conversation’ suggestions)
Partner with sales-facing leaders to reinforce adoption and create feedback loops to improve relevance and usability
Align select content with Training & Development decks and enablement programming to help sales-facing teams adopt new ideas and confidently position them with HNW clients
Ensure content translates planning expertise into clear behaviors and client conversation pathways
Coordinate across the planning discipline to develop a unified content library reflecting PB, FO, Philanthropy, Family Governance, and Trust capabilities
Establish and run a governance rhythm (e.g., editorial council / intake process) to prioritize, sequence, and standardize content creation across SMEs
Build and maintain the centralized content library with clear taxonomy, version control, usage guidance, and retirement/refresh rules
Track usage and outcomes (views/downloads, training tie-ins, field feedback) and adjust the roadmap to maximize utilization
Conduct an annual gap analysis to identify missing/outdated content versus client needs, market changes, and best practices
Convert gaps into a build plan with owners, timelines, and approval paths; coordinate creation with planning SMEs and partners
Partner with Compliance and Marketing to ensure content is appropriately reviewed, approved, and distributed through approved channels, with auditability and governance
Support amplification and internal campaigns that drive content awareness and field adoption
Help market the BMO planning brand at conferences and industry events; synthesize learnings into actionable briefs and field-ready content
Facilitate planners’ seminar presentations to external audiences and leverage content for efficient, repeatable events
Share best practices, learning opportunities, and ‘what changed / what to do now’ updates to keep the planning field team current
Help lead planning and execution of the Planning Summit and other wealth planning internal/external events, including content construction, exaction, and post-event enablement packages
Qualification
Required
Deep planning expertise and demonstrated experience in the HNW client space
Proven ability to translate complex planning concepts into clear, usable content for sales-facing teams and planners
Strong cross-functional leadership skills—stakeholder management, influence without authority, and program execution discipline
Preferred
Advanced degree or credential aligned to senior planning roles (e.g., JD, CPA, CFA, CFP® or similar)
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.
Founded in 1817
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
Company data provided by crunchbase