Senior Associate, Product Development & Implementation

at  BMO Financial Group

100 King Street West Toronto Ontario,M5X 1A1

The Senior Associate is primarily responsible for the implementation of Product Team initiatives.

• Execute strategic and tactical product plans, for designated products/services
• Provide project management, facilitation and execution of project plans, in support of tactical initiatives designed to meet designated product goals and objectives, including but not limited to new product design, development, implementation, roll-out and campaign management
• Manage and direct resources, builds effective relationships with internal/external stakeholders to support initiatives and ensure alignment.
• Liaison and consult with Product Team members, in the execution of product and marketing plans and has primary responsibility for specific product initiatives
• Participate in the design and development of product and promotional campaigns
• Maintain and update business and operational policies to incorporate new product offerings and product amendments.
• Manage internal and external third party relationships related to designated products/services
• Manage financial resources and budget constraints, in order to meet the financials goals of the designated products/services
• Direct personnel to aid in accomplishing strategic and tactical product goals and objectives, across the organization
• Participate and oversee related web site initiatives
• Maintain data in MS excel based data templates, access and manipulate data from external sources such as Bloomberg, Index Providers etc.
• Assist is supporting Continuous Disclosure requirements by providing or co-ordinating content and proofing of documents
• Assist in writing commentary to support Products as necessary
• Assist in the development of training and communication programs for line personnel, including but not limited to the coordination of training and sales teams
• Completes assigned deliverables with little day-to-day management.
• Performs additional duties as assigned

KNOWLEDGE AND SKILLS

a) Knowledge:

• Master or Bachelor’s degree in business, finance, marketing or related field
• Minimum 5 – 7 years of experience with a thorough knowledge and understanding of mutual fund products and the investment industry
• Industry accreditations an asset (CSC, CFP, CIM, CFA)
• Thorough knowledge and understanding of financial services industry including: products solutions, mutual funds industry and distribution channels

b) Skills:

• Demonstrated project management skills with strong organizational, analytical and problem-solving capabilities
• Excellent verbal and written communication skills
• Strong analytic and problem solving skills
• Demonstrated skill in MS Excel including ability in VBA for Microsoft Excel and familiarity with MS Access
• Self-motivated and results-oriented
• Strong relationship management skills
• Works effectively in a fast-paced and dynamic environment

• Execute strategic and tactical product plans, for designated products/services
• Provide project management, facilitation and execution of project plans, in support of tactical initiatives designed to meet designated product goals and objectives, including but not limited to new product design, development, implementation, roll-out and campaign management
• Manage and direct resources, builds effective relationships with internal/external stakeholders to support initiatives and ensure alignment.
• Liaison and consult with Product Team members, in the execution of product and marketing plans and has primary responsibility for specific product initiatives
• Participate in the design and development of product and promotional campaigns
• Maintain and update business and operational policies to incorporate new product offerings and product amendments.
• Manage internal and external third party relationships related to designated products/services
• Manage financial resources and budget constraints, in order to meet the financials goals of the designated products/services
• Direct personnel to aid in accomplishing strategic and tactical product goals and objectives, across the organization
• Participate and oversee related web site initiatives
• Maintain data in MS excel based data templates, access and manipulate data from external sources such as Bloomberg, Index Providers etc.
• Assist is supporting Continuous Disclosure requirements by providing or co-ordinating content and proofing of documents
• Assist in writing commentary to support Products as necessary
• Assist in the development of training and communication programs for line personnel, including but not limited to the coordination of training and sales teams
• Completes assigned deliverables with little day-to-day management.
• Performs additional duties as assigne