BMO · 10 hours ago
Technical Coach, Wealth
Chicago, IL
Full-time
Onsite
Mid, Senior Level
$74K/yr - $138K/yr
5+ years expBMO US is a financial services provider committed to creating lasting, positive change for customers and communities. The Technical Coach, Wealth role involves identifying business needs and delivering effective learning programs to support business strategies, while also acting as a trusted advisor and managing program performance.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Identifies business needs and delivers effective learning and performance-focused programs for the assigned portfolio to support the business/group strategy
Develops, promotes, maintains, and actively manages designated learning program(s), performing periodic reviews, analyzing program outcomes, providing insights, and making recommendations for enhancements / changes
Ensures the effective and efficient execution of all program components, including ensuring change management and communications are in place
Acts as a trusted advisor for the designated program(s)
Influences and negotiates to achieve business objectives
Identifies emerging issues and trends to inform decision-making
Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required
Designs measurable sustainment strategies including assessing and recommending mitigations for industry/ segment-specific risks and prioritizing opportunities presented by internal and external stakeholders
Defines the business/group learning strategy to achieve business objectives; recommends for approval
Develops viable tactical strategies and participates in the development of the recommendations for short and longer term plans including preparing business cases and monitoring of business objectives
Helps determine business priorities and best sequence for execution of business/group strategy
Conducts independent analysis and assessment to resolve strategic issues
Breaks down strategic problems, and analyses data and information to provide program insights and recommendations
Monitors and tracks program performance, and addresses any issues
Investigates, analyzes, documents and mitigates program risks and advises any issues or concerns to senior leaders
Supports the development of the learning program strategy ensuring that key goals are delivered and are aligned to overall BMO goals
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs
Provides advice and guidance to assigned business/group on implementation of solutions; assesses performance gaps and recommends solutions to assigned business/group leaders on principles and programs, and the highest value learning deliverables / methods for the lowest cost
Supports the design, development, and management of effective learning and performance-focused solutions (e.g. assesses client needs, develops the learning strategy, designs program, and identifies delivery methods and methodology)
Works on a variety of projects, initiatives and platforms / mediums to support of the execution of business strategies according to required timelines and budgets while maintaining a high level quality in all output
Ensures the delivery of learning strategies, courses and programs to leaders and employees to enable them to meet performance objectives related to enterprise and business/group goals; facilitates learning courses and programs
Builds effective relationships with internal/external stakeholders
Ensures alignment between stakeholders
Participates in the management of vendor relationships; ensures regular reviews are in place, key performance indicators are monitored, service level agreements are met and service costs are kept within budget
Supports the execution of strategic initiatives; includes tracking metrics and milestones
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities
Supports the development of tailored messaging, which may include writing, editing, and distributing communications
Continuously monitor industry developments and continuously update programs to ensure they are competitive and effective
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus
Provides specialized consulting, analytical and technical support
Exercises judgment to identify, diagnose, and solve problems within given rules
Works independently and regularly handles non-routine situations
Broader work or accountabilities may be assigned as needed
Qualification
Required
Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
Experience in learning design and facilitation - In-depth
Program management skills – In-depth
Attention to detail with a focus on execution – In-depth
Deep knowledge and technical proficiency gained through extensive education and business experience
Verbal & written communication skills - In-depth
Collaboration & team skills - In-depth
Analytical and problem solving skills - In-depth
Influence skills - In-depth
Data driven decision making - In-depth
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
2026-01-20
MarketScreener
2026-01-06
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