National Director, Wills and POA
Core
Strategic leadership and governance of BMO Trust Company's national Will and Power of Attorney (POA) program, ensuring quality, risk oversight, and business execution for high-net-worth clients.
Role type
Senior Director, Estate Planning & Trust Governance
Builds
Enterprise-wide program standards, governance frameworks, and operational procedures for the Will Bank.
Domain
Financial Services / Trust & Estate Administration
Required skills
Strategic leadership, governance framework design, risk management, regulatory compliance, stakeholder influence, change management, program reporting, technical expertise in estate law.
Preferred skills
LLM or TEP certification, experience with high-net-worth clients, background in trust companies or private wealth management.
Technologies
N/A
Responsibilities
Lead strategic direction and development of the national Will and POA program; establish and maintain national standards and operating procedures; oversee governance and quality management of the Will Bank; provide technical expertise and coaching to advisors and consultants; partner with Legal, Compliance, and Risk teams; develop program reporting and metrics; drive process improvements and strategic initiatives.
Seniority
Senior Director, strategic leadership & enterprise-wide program ownership