Technical Coach, Wealth

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 analyzes 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.

• Typically between 5 - 7 years of relevant…