07/08/2026

Address:

100 King Street West

Data Analytics & Reporting

Senior Director, Wealth AI Portfolio Governance & Performance

Role Purpose

The Senior Director, Wealth AI Portfolio Governance & Performance, is responsible for driving governance, performance transparency, benefits realization, financial oversight, delivery readiness, and executive reporting across the Wealth AI portfolio. Acting as a strategic operating partner to the Head of AI, the role ensures AI initiatives are appropriately governed, funded, measured, and positioned to deliver measurable business value while maintaining alignment to risk, compliance, and responsible AI requirements.

Role Scope

The role provides portfolio-level leadership across:

• Portfolio governance and executive decision support
• Benefits realization and value tracking
• Funding, financial planning, and resource alignment
• Delivery readiness, risk management, and issue escalation
• Executive reporting and stakeholder communication
• Portfolio operating model discipline and continuous improvement

Key Responsibilities

1. Portfolio Governance & Performance

• Maintain portfolio governance, reporting, performance metrics, and executive visibility across Wealth AI initiatives.
• Ensure initiatives have clear objectives, ownership, funding, timelines, risks, dependencies, and measurable outcomes.
• Provide portfolio insights, escalation support, options, and recommendations to senior leadership.
• Support executive decision readiness by ensuring portfolio materials are accurate, concise, and aligned to approved scope, funding, delivery status, risks, and business outcomes.

2. Benefits Realization & Financial Oversight

• Track business benefits, adoption, delivery health, portfolio performance, and value realization.
• Partner with Finance and business stakeholders to align funding, benefits, fiscal planning inputs, and resource assumptions.
• Maintain portfolio financial transparency by connecting funding, benefits, delivery timelines, and expected outcomes.
• Identify and escalate material impacts to expected benefits, funding assumptions, delivery commitments, or business outcomes.

3. Delivery Risk & Portfolio Controls

• Monitor portfolio risks, dependencies, resource constraints, delivery readiness, and initiative-level execution risks.
• Support delivery readiness by helping ensure initiatives have clear scope, ownership, requirements maturity, governance readiness, and practical next steps.
• Coordinate issue resolution and ensure appropriate governance, compliance, responsible AI, and control considerations are visible and addressed.
• Maintain visibility of key decisions, actions, risks, dependencies, and open issues across the portfolio.

4. Executive Reporting & Stakeholder Management

• Prepare executive updates, governance materials, decision summaries, action trackers, and portfolio dashboards.
• Translate complex portfolio, financial, delivery, risk, and benefits information into concise and actionable leadership reporting.
• Influence and align stakeholders across business, technology, finance, risk, compliance, and delivery teams.
• Ensure communications are clear, timely, and focused on decisions, risks, ownership, and measurable outcomes.

5. Operating Model Improvement

• Continuously enhance portfolio governance, reporting standards, benefits tracking, decision processes, and escalation practices.
• Promote consistent portfolio management practices across Wealth AI initiatives.
• Support the maturity of the Wealth AI portfolio operating model by improving transparency, accountability, delivery readiness, and value realization discipline.

Required Experience

• 10+ years leading portfolios, transformation programs, or strategic initiatives in financial services.
• Experience with governance, benefits realization, delivery oversight, financial management, risk management, and executive reporting.
• Experience working with senior stakeholders across business, technology, finance, risk, compliance, and delivery functions.
• Familiarity with AI, automation, digital transformation, data-enabled solutions, or technology-enabled business change.
• Experience operating in complex, matrixed environments where priorities, funding, ownership, and delivery dependencies must be actively aligned.

Key Capabilities

• Portfolio governance and performance management
• Financial oversight and benefits management
• Executive communication and decision support
• Delivery readiness and issue escalation
• Risk, compliance, responsible AI, and control oversight
• Cross-functional stakeholder leadership and influence
• Requirements clarity, ownership alignment, and initiative mobilization support
• Strong organizational, analytical, facilitation, and executive storytelling skills

Success Measures

• Reliable portfolio reporting and governance discipline.
• Clear visibility to benefits, risks, funding, resource needs, and delivery performance.
• Timely executive decisions supported by high-quality information and clear recommendations.
• Improved portfolio transparency, accountability, delivery readiness, and execution outcomes.
• Strong alignment across business, technology, finance, risk, compliance, and delivery stakeholders.
• Wealth AI initiatives are positioned to deliver measurable business value with appropriate governance, controls, and executive visibility.

$121,600.00 - $211,800.00

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 https://jobs.bmo.com/ca/en.

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.