Cross Asset Strategic Initiatives - Toronto - BMO Financial

Description

Application Deadline:

03/13/2026

Address:

100 King Street West

Job Family Group:

Customer Shared Services

Role Overview

We are seeking a highly motivated Cross‑Asset Strategic Initiatives & Automation Lead to drive transformation initiatives across Metals, FX Cash, and Money Market businesses. This role sits at the intersection of business strategy, platform migration, process automation, and governance, with a strong mandate to reduce operational risk, eliminate manual processes, and modernize workflows through strategic platforms and AI‑enabled tooling.

The successful candidate will partner closely with Front Office, Operations, Technology, Risk, and Finance to deliver cross‑asset efficiencies, support the FXMM migration to TWS / Murex MX.3, and accelerate automation using Copilot, Power Automate, and related AI tools, while ensuring strong governance and control frameworks.

Key Responsibilities

1. Cross‑Asset Strategic Initiatives

• Own and drive strategic initiatives across Metals, FX Cash, and Money Market, ensuring alignment with broader platform and operating‑model objectives.
• Act as a central coordinator across multiple workstreams, prioritizing initiatives based on risk reduction, efficiency gains, and strategic value.
• Develop clear business cases, roadmaps, and execution plans for cross‑asset initiatives.

2. Metals Transformation & Automation

• Lead delivery of automation opportunities identified across physical metals operations, including transaction capture, reconciliations, invoicing, reporting, interest calculations, and static data processes.
• Partner with Technology and Operations to move manual processes into system‑driven or straight‑through workflows (Endur, IMS, downstream platforms).
• Track benefits realization (time saved, risk reduction, STP uplift) and ensure initiatives progress from concept through implementation.

3. FX Cash & Money Market Migration Support

• Play a key role in the ION WSS 5.0 → TWS / Murex MX.3 migration for FX Cash and Money Market products.
• Support migration planning, data mapping, operating‑model changes, and phased rollout execution.
• Coordinate across FO, MO, BO, and Technology teams to ensure readiness, testing coverage, and smooth cutovers.
• Assist in defining future‑state workflows that align FX, MM, and Commodities onto a unified cross‑asset platform.

4. AI‑Driven Automation & Tooling

• Identify and implement automation opportunities using Microsoft Copilot, Power Automate, and related AI tools.
• Build lightweight solutions to streamline reporting, controls, reconciliations, approvals, and data movement.
• Act as a bridge between business users and technology teams to rapidly prototype and scale automation ideas.

5. Governance, Controls & Documentation

• Own and execute governance‑related activities across the group, including:
  • Logical access reviews and entitlement governance
  • BMA and control attestations
  • SOP creation, maintenance, and rationalization
  • Audit, risk, and regulatory readiness support
• Ensure processes are well‑documented, auditable, and aligned with internal policy expectations.
• Serve as a key contact for control, risk, and audit stakeholders.

Key Skills & Experience

Required

• Strong experience in Capital Markets Operations, Product Control, or Front‑to‑Back transformation.
• Proven track record delivering cross‑asset initiatives involving multiple stakeholders.
• Hands‑on experience with process automation and workflow optimization.
• Strong understanding of FX, Money Market, and/or Commodities (Metals) products.
• Experience working with or alongside major trading platforms (e.g., Murex, Endur, Calypso, TWS).
• Demonstrated ability to manage governance, controls, and documentation in a regulated environment.
• Excellent communication skills with the ability to communicate to VP–MD level.

Preferred

• Direct experience supporting platform migrations or large‑scale system transformations.
• Familiarity with Copilot, Power Automate, Power Platform, or similar automation tools.
• Exposure to ISO 20022, settlement flows, confirmations, or regulatory reporting.
• Comfort operating in ambiguous environments with evolving priorities.

What Success Looks Like

• Material reduction in manual processing and operational risk across Metals.
• Tangible progress and support for the FXMM migration to Murex MX.3.
• Scaled use of AI‑enabled automation tools across the group.
• Clear, consistent governance with strong audit and control outcomes.
• A trusted strategic partner to business, operations, and technology leadership.

Salary:

$69, $129,

Pay Type:

Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: 

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.