Director of Planning Enablement
BMO US(1 month ago)
About this role
The Director, Planning Enablement at BMO is a senior individual contributor responsible for shaping the content strategy that equips sales-facing and planning teams with planning insights for High Net Worth clients. The role curates and centralizes planning content across Private Banking, Family Office, Philanthropy, Family Governance, and Trust to ensure consistent market positioning. This position partners with Planning leadership, field teams, Training & Development, Marketing, and Compliance to make content discoverable, approved, and field-ready.
Required Skills
- Content Strategy
- Editorial Leadership
- Stakeholder Management
- Program Management
- Knowledge Management
- Sales Enablement
- Training Alignment
- Compliance Partnership
- Event Planning
- Analytics
+2 more
Qualifications
- Advanced Degree
- JD
- CPA
- CFA
- CFP
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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