Senior Business Analyst - Wealth Management

11/29/2025

Address:

1200 E. Warrenville Road

Job Family Group:

Technology

Provides management consulting services and technology/industry expertise in support of Wealth Management business and enterprise needs. Liaises with stakeholders to understand problems and opportunities, to facilitate the organization's goals by understanding Wealth businesses vision, objectives, and key performance indicators. Aligns technology requirements and solutions to a real Wealth business need, meets essential quality standards, and ensures approval by all relevant stakeholders. Acts as a consultant to business partners in collaboration with the project team in strategy and planning sessions (e.g. multi-year and annual plans), reviews, or inspections to ensure the quality of work products. Promotes new processes and methodologies, emerging technologies, and agile, and aligns to the unique project team requirements.

Requirements:

• Recommends and implements solutions based on analysis of issues and implications for the business.
• Identifies emerging issues and trends to inform decision-making.
• Assists in the development of strategic plans.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Understands and follows a project requirements management plan so that activities and milestones of the project team can be measured against the goals of the plan.
• Facilitates discussions and follows a disciplined approach to plan, elicit, analyze, document, communicate, and manage business requirements with stakeholders; applies a variety of elicitation techniques to probe, challenge, and understand requirements.
• Provides analytical support and insights to identified / assigned user areas to support relative product, channel, and business development initiatives (e.g. product, portfolio, and profitability analytics, and customer analytics).
• Collaborates in root-cause analysis to determine underlying causes and participates in problem resolution.
• Builds exceptional relationships with internal and external stakeholders.
• Liaises with the business and the technology development and support groups.
• Aligns business needs with vision/goals to ensure that development teams translate them into detailed design specifications and code.
• Assess project impact, benefits, and risks when scope changes.
• Communicates and engages across stakeholder groups during the construction and delivery of solutions.
• Assesses the quality of supporting documentation, including business and process requirements documents, to ensure proper analysis supports recommendations or demonstrates continued alignment to strategic objectives.
• Develops a deep understanding of organizational complexity to build strong rapport with internal stakeholders for the construction and delivery of the solution.
• Stays abreast of industry technical and business trends through benchmarking and/or participation in professional associations.
• 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.

Qualifications:

• 8 to 10 years of Business Analysis experience
• Experience working in Wealth Management and Banking.
• Business Analysis Accreditation is an asset.
• Experience with Jira and Confluence is a Must Have
• Experience with AI projects is a nice-to-have
• Knowledge of software development practice, concepts/methodologies (i.e. waterfall, Agile, iterative), and technologies obtained through formal training and/or work experience.
• Knowledge of one or more requirements analysis and problem decomposition techniques.
• Knowledge of technical/business environment (e.g. Microsoft business technologies and applications, relational databases, and SharePoint).
• Understanding of industry standards and standard business capabilities.
• Knowledge of business analysis, project delivery practices and standards across the project lifecycle.
• Possesses a deep understanding and problem-solving ability of information technology of various complexities.
• Understanding of techniques associated with data modelling, process modelling, and user-centric design within the context of the organizational standards.
• Familiar with business strategy and assessments (i.e. feasibility studies, business cases, cost/benefit analyses, project sizing and costing, and current state analysis/needs assessments).
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem-solving skills - In-depth.
• Influence skills - In-depth.
• Data-driven decision making - In-depth.

Salary:

$81,400.00 - $151,800.00

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: https://jobs.bmo.com/global/en/Total-Rewards

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 http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

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.