BMO U.S. · 14 hours ago
Wealth Planning Analyst
Chicago, IL
Full-time
Onsite
Mid, Senior Level
$74K/yr - $138K/yr
5+ years expBMO U.S. is dedicated to creating lasting, positive change for customers and communities. The Wealth Planning Analyst role focuses on designing dashboards and performing analyses to provide insights through reporting and data visualization techniques, while collaborating with various teams to enhance analytics solutions.
Banking
Responsibilities
Builds various reporting dashboards using the most appropriate data extraction, data cleaning and data visualisation techniques
Provides value through insights, reporting and data visualization techniques. Selects, configures and implements analytics solutions for consistency and repeatability
Researches and applies continuous improvement in data visualization by identifying trends and patterns to transform raw data into actionable business insights
Works with different teams, management and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization
Translates business needs to technical specifications and evaluates existing data visualization systems in order to improve them
Develops data visualizations of "large" amounts of data that facilitate the intuitive presentation of data to decision makers
Documents data flow, systems and processes to improve the design, implementation and management of business/group processes
Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences
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
Foundational level of proficiency in Technical design optimization
Foundational level of proficiency in Decision Making
Foundational level of proficiency in Systems Thinking
Intermediate level of proficiency in Data visualization
Intermediate level of proficiency in Data storytelling
Intermediate level of proficiency in Data mining
Intermediate level of proficiency in Illustration
Intermediate level of proficiency in Creative thinking
Intermediate level of proficiency in Problem Solving
Intermediate level of proficiency in Verbal & written communication skills
Intermediate level of proficiency in Collaboration & team skills
Intermediate level of proficiency in Analytical and problem solving skills
Intermediate level of proficiency in Data driven decision making
Advanced level of proficiency in Insights design
Advanced level of proficiency in Insights development and reporting
Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
Deep knowledge and technical proficiency gained through extensive education and business experience
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO U.S.
We’re a bank, but there’s more to it than that. We're a top ten bank in North America and have been serving our customers since 1817.
5001-10000 employees
H1B Sponsorship
BMO U.S. 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 (1)
2024 (11)
2023 (41)
2022 (22)
2021 (14)
2020 (21)
Funding
Current Stage
Late StageLeadership Team
Mike Morton
Vice Chair U.S. Commercial Banking
Recent News
2025-10-16
2025-09-23
Company data provided by crunchbase