Associate Director, Professional Sales Programs
Core
Design, develop, and implement strategic business initiatives, analytics, reporting, and recognition programs to support business growth and sales professional performance for Investment Advisors and Investment Counsellors.
Role type
Associate Director, Professional Sales Programs (Analytics & Strategy)
Builds
Executive reporting, dashboards, scorecards, business intelligence, and recognition programs for Wealth Management leaders.
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Wealth management performance metrics (NNA, productivity), data visualization, business intelligence, executive reporting, competitive analysis, project management, stakeholder management, strategic planning, change management, risk-based decision making.
Preferred skills
Knowledge of BMO products and organizational structure, industry benchmarking tools (e.g., PriceMetrix), advanced analytical problem solving.
Technologies
PriceMetrix, BI tools, reporting tools, dashboard development platforms.
Responsibilities
Lead analysis and reporting of advisor growth metrics; oversee governance of achievement and recognition programs; develop executive dashboards and BI; conduct competitive analysis; partner with Wealth Management leaders to translate data into recommendations; ensure data integrity across performance measurement; lead strategic initiatives and change management activities.
Seniority
Senior, hands-on IC with strategic oversight
