Associate Director, Salesforce, Private Wealth
BMO US(1 month ago)
About this role
The Salesforce Lead acts as a liaison between business and technology, responsible for managing and supporting Salesforce for the Private Wealth business and other key applications. The role ensures technology support and adaptability across branches and serves as an escalation point for Regional Branch Management, Leadership, and Advisor Teams. It requires collaboration with technology, operations, support teams, and vendors to improve productivity, user experience, and business outcomes.
Required Skills
- Salesforce FSC
- Leadership
- Communication
- Decision Making
- Analytical Thinking
- Problem Solving
- Organization
- Advanced Excel
- Change Management
- Project Management
+2 more
Qualifications
- Post-Secondary Education
- Salesforce FSC
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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