Manager, Sales Force Analytics

Address:

This is a hybrid role in Toronto

Role Overview

This roleis responsible forsupporting Financial Planners related business inquiries and analytics including target setting Financial Planner performance analysis compensation and scorecard design and executive-ready reporting. The role partners with FP program office product teams finance compensation and data partners to translate business questions into clear analytical requirements build repeatable reporting solutions andprovideactionable insights that support performance management and strategic decision-making for the Financial Planning channel.

Key Responsibilities

• Act as a trusted analytics advisor for Financial Planner related business questions ensuring stakeholders have cleartimely and data-driven answers.

• Support target setting activities by developing analytical inputsvalidatingassumptions assessing distribution fairness and preparing scenarios for business review.

• Produce Financial Planner performance analytics including YTD / in-month trends plan vs. actual performance product mix productivity portfolio tenure and regional comparisons.

• Translate business needs into analytical requirements data definitions reporting logic and dashboard specifications.

• Partner with compensation and business teams to support Financial Planner compensation and scorecard design including measure selection payout modelling impact analysis and issue resolution.

• Design develop andmaintainrecurring reports dashboards and decision-support tools usingappropriate analyticsand visualization tools.

• Identifyemerging issues trends gaps and opportunities through analysis; provide clear insights and recommendations to support leadership decision-making.

• Integrate data from multiple sources to streamline reporting automate manual processes and improve reporting consistency and efficiency.

• Perform data validation reconciliation quality checks and user acceptance testing to ensure reporting outputs areaccurate reliable and fit for purpose.

• Document methodologies business rules data sources operating procedures and change impactsforkey analytics and reporting processes.

• Develop effective working relationships with internal stakeholders and cross-functional partners todeliver onbusinessobjectives.

• Support ad-hoc deep dives executive briefing materials and broader analytics initiatives as business priorities evolve.

Qualifications

• Post-secondary degree in Mathematics Statistics Computer Science Engineering Business Analytics Finance Economics or a related field of study; advanced degree considered an asset.

• 23 years of experience in data manipulation analytics business intelligence performance reporting sales analytics finance analytics or compensation analytics.

• Familiarity with Financial Planning Investments sales force performance management target setting scorecards or incentive compensation is a strong asset.

• Strong technical capability in SQL SAS Excel Power BI SSRS Python Tableau or similar analytics / reporting tools.

• Ability to translate complex data and business rules into clear insights recommendations reporting logic and stakeholder-ready narratives.

• Strong attention to detail with experiencevalidatingdata reconciling outputs documenting assumptions and maintaining high-quality reporting processes.

• Excellent verbal and written communication skills with the ability to present findings to both technical and non-technical audiences.

• Strong collaboration consulting problem-solving and influencing skills; comfortable working independently and managing non-routine analytical requests.

• Demonstrated ability to promote reporting automation self-serve analytics and data-driven decision-making.

Preferred Capabilities

• Experience supporting Financial Planner advisor branch or specialized sales force reporting.

• Experience with target allocation compensation modelling scorecard design scenario analysis and business impact assessment.

• Ability to build executive-ready summaries that clearly explain what changed why it changed and what actions or decisions arerequired.

The above represents BMO Financial Groups pay range and type.

Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.

BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit: Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world.

As a member of the BMO team you are valued respected and heard and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From in-depth training and coaching to manager support and network-building opportunities well help you gain valuable experience and broaden your skillset.

To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others differences we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.