1 day ago

Cross Asset Strategic Initiatives & Automation Lead

BMO

On Site
Full Time
CA$99,000
Toronto, ON

Job Overview

Job TitleCross Asset Strategic Initiatives & Automation Lead
Job TypeFull Time
CategoryCommerce
Experience5 Years
DegreeMaster
Offered SalaryCA$99,000
LocationToronto, ON

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Job Description

Cross Asset Strategic Initiatives & Automation Lead

We are seeking a highly motivated Cross-Asset Strategic Initiatives & Automation Lead to drive transformation initiatives across Metals, FX Cash, and Money Market businesses. This role sits at the intersection of business strategy, platform migration, process automation, and governance, with a strong mandate to reduce operational risk, eliminate manual processes, and modernize workflows through strategic platforms and AI-enabled tooling.

The successful candidate will partner closely with Front Office, Operations, Technology, Risk, and Finance to deliver cross-asset efficiencies, support the FXMM migration to TWS / Murex MX.3, and accelerate automation using Copilot, Power Automate, and related AI tools, while ensuring strong governance and control frameworks.

Key Responsibilities

Cross-Asset Strategic Initiatives
  • Own and drive strategic initiatives across Metals, FX Cash, and Money Market, ensuring alignment with broader platform and operating-model objectives.
  • Act as a central coordinator across multiple workstreams, prioritizing initiatives based on risk reduction, efficiency gains, and strategic value.
  • Develop clear business cases, roadmaps, and execution plans for cross-asset initiatives.
Metals Transformation & Automation
  • Lead delivery of automation opportunities identified across physical metals operations, including transaction capture, reconciliations, invoicing, reporting, interest calculations, and static data processes.
  • Partner with Technology and Operations to move manual processes into system-driven or straight-through workflows (Endur, IMS, downstream platforms).
  • Track benefits realization (time saved, risk reduction, STP uplift) and ensure initiatives progress from concept through implementation.
FX Cash & Money Market Migration Support
  • Play a key role in the ION WSS 5.0 → TWS / Murex MX.3 migration for FX Cash and Money Market products.
  • Support migration planning, data mapping, operating-model changes, and phased rollout execution.
  • Coordinate across FO, MO, BO, and Technology teams to ensure readiness, testing coverage, and smooth cutovers.
  • Assist in defining future-state workflows that align FX, MM, and Commodities onto a unified cross-asset platform.
AI-Driven Automation & Tooling
  • Identify and implement automation opportunities using Microsoft Copilot, Power Automate, and related AI tools.
  • Build lightweight solutions to streamline reporting, controls, reconciliations, approvals, and data movement.
  • Act as a bridge between business users and technology teams to rapidly prototype and scale automation ideas.
Governance, Controls & Documentation
  • Own and execute governance-related activities across the group, including: Logical access reviews and entitlement governance, BMA and control attestations, SOP creation, maintenance, and rationalization, Audit, risk, and regulatory readiness support.
  • Ensure processes are well-documented, auditable, and aligned with internal policy expectations.
  • Serve as a key contact for control, risk, and audit stakeholders.

Required Key Skills & Experience

  • Strong experience in Capital Markets Operations, Product Control, or Front-to-Back transformation.
  • Proven track record delivering cross-asset initiatives involving multiple stakeholders.
  • Hands-on experience with process automation and workflow optimization.
  • Strong understanding of FX, Money Market, and/or Commodities (Metals) products.
  • Experience working with or alongside major trading platforms (e.g., Murex, Endur, Calypso, TWS).
  • Demonstrated ability to manage governance, controls, and documentation in a regulated environment.
  • Excellent communication skills with the ability to communicate to VP–MD level.

Preferred

  • Direct experience supporting platform migrations or large-scale system transformations.
  • Familiarity with Copilot, Power Automate, Power Platform, or similar automation tools.
  • Exposure to ISO 20022, settlement flows, confirmations, or regulatory reporting.
  • Comfort operating in ambiguous environments with evolving priorities.

What Success Looks Like

  • Material reduction in manual processing and operational risk across Metals.
  • Tangible progress and support for the FXMM migration to Murex MX.3.
  • Scaled use of AI-enabled automation tools across the group.
  • Clear, consistent governance with strong audit and control outcomes.
  • A trusted strategic partner to business, operations, and technology leadership.

Key skills/competency

  • Capital Markets
  • Process Automation
  • Strategic Initiatives
  • Operational Risk Management
  • FX & Money Market Products
  • Murex MX.3
  • Power Automate
  • Microsoft Copilot
  • Governance & Controls
  • Platform Migration

Tags:

Cross Asset Strategic Initiatives & Automation Lead
Capital Markets
Operations
Process Automation
Transformation
Project Management
Governance
Risk Management
Strategic Initiatives
FX
Money Market
Murex
Endur
Calypso
TWS
Microsoft Copilot
Power Automate
Power Platform
AI
Automation
System Migration

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How to Get Hired at BMO

  • Research BMO's culture: Study their mission, values, recent news, and employee testimonials on LinkedIn and Glassdoor to align with their purpose.
  • Tailor your resume: Customize your experience to highlight capital markets operations, cross-asset initiatives, and automation leadership for BMO.
  • Showcase automation expertise: Prepare to discuss specific examples of process automation, AI tool application (Copilot, Power Automate), and strategic project delivery.
  • Demonstrate capital markets knowledge: Exhibit a strong understanding of FX, Money Market, Metals, and trading platforms like Murex, Endur, or TWS.
  • Highlight governance skills: Emphasize experience with control frameworks, risk management, audit readiness, and comprehensive documentation in a regulated environment.

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