VP, Strategy & Business Management, Equity Derivatives

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BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

Mandate

BMO Capital Markets is seeking a Vice President, Strategy & Business Management to support the continued growth, performance, and operational effectiveness of the Global Equity Derivatives (GED) business.

Reporting to the Managing Director, Strategy & Business Management for GED, the Vice President will execute key elements of the business strategy, performance management, governance, and priority initiatives. Guided by the Managing Director, the Vice President will operate independently within assigned responsibilities and connect the front office with Finance, Risk, Operations, Technology, Legal, Compliance, Client Onboarding, Product Control, and other partners to drive disciplined execution across the franchise.

Global Equity Derivatives comprises Equity Options; Corporate Derivatives, including Convertibles and Preferreds; Structured Notes; and Exchange-Traded Notes (ETNs). The role provides broad exposure to products, functions, and senior leaders while helping scale a growing global franchise.

Key Accountabilities

Strategy, Performance Management & Executive Support

• Partner with the Managing Director to shape and execute GED’s strategic agenda, translating enterprise and business priorities into actionable plans, measurable outcomes, and effective governance.
• Prepare board, management committee, business review, and executive materials that synthesize financial, operational, risk, and strategic information into clear insights and recommendations.
• Support financial performance management through P&L reviews, revenue and expense analysis, forecasting, variance analysis, business cases, and performance commentary.
• Provide analysis, constructive challenge, and execution support to senior leaders on strategic priorities, investment decisions, risks, and opportunities.

Business Execution & Transformation

• Lead strategic, regulatory, operational, and technology initiatives from planning through implementation, establishing clear objectives, milestones, dependencies, accountabilities, and measures of success.
• Support growth initiatives and new product launches by coordinating front-office requirements and aligning stakeholders across enabling functions.
• Improve scalability, client experience, data quality, controls, workflow efficiency, and operational resilience through automation, analytics, artificial intelligence, and process redesign.
• Provide transparent reporting on initiative status, financial commitments, risks, decisions, and actions required from management.

Business Intelligence & Management Reporting

• Develop and maintain management reporting on financial and operating performance, business activity, service levels, risk indicators, and franchise priorities.
• Analyze trends and performance drivers, identifying emerging risks and opportunities to support timely decisions.

Business Management & Operational Excellence

• Serve as a liaison between the front office and enabling functions to resolve issues affecting clients, trading activity, revenue generation, or risk management.
• Partner across Sales, Trading, Structuring, Finance, Risk, Operations, Technology, Legal, Compliance, Client Onboarding, and Product Control to improve processes and execution across the trade lifecycle.
• Use operational metrics and exception reporting to identify process gaps, control weaknesses, and opportunities to improve the client and employee experience.

Governance, Risk & Controls

• Support the global business’s governance and control framework, including risk assessments, control reviews, audits, and regulatory examinations, as applicable.
• Track and escalate operational, regulatory, conduct, and reputational risks, coordinating remediation and monitoring action plans through closure.
• Maintain clear documentation of business processes, controls, policies, and procedures.

Qualifications

Education

• Undergraduate degree in Business, Economics, Finance, or a related discipline.
• MBA, CFA, CPA, CA, or an equivalent professional designation is considered an asset.

Experience and Required Skills

• 5-8+ years of experience in Capital Markets, Global Markets, Business Management, Finance, Product Control, Operations, or a related function.
• Understanding of equity derivatives, structured products, listed options, convertibles, preferred securities, or exchange-traded products.
• Experience leading cross-functional initiatives and driving outcomes in a complex, matrixed environment.
• Strong commercial mindset and the ability to connect strategy, financial performance, risk, and execution.
• Excellent analytical, financial modeling, problem-solving, and business case development capabilities.
• Ability to manage competing priorities, exercise sound judgment, and escalate issues effectively.
• Advanced proficiency in Excel and PowerPoint; experience with management reporting, data visualization, and analytics tools.
• Exceptional written and verbal communication skills, including the ability to distill complex topics for senior audiences.

Please note the base salary for this role is $260,000 USD

Salary:

Pay Type:

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 [email protected] 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.