Manager (STO) of RPA - Wealth Management

Application Deadline:

05/28/2026

Address: 100 King Street West

Job Family Group:

Strategy & Change

We’re looking for an experienced Manager (STO) of RPA to help shape and scale automation across BMO Wealth Management. In this role, you’ll lead the end‑to‑end delivery of Robotic Process Automation initiatives, working closely with Wealth technology and business partners across Private Wealth, Global Asset Management, Retail Investment Technology and Insurance.

This is a senior, hands‑on leadership role where you’ll balance strategy, delivery, and governance, ensuring automation initiatives are secure, scalable, and aligned with BMO’s enterprise technology and regulatory standards.

What You’ll Do

Lead RPA Strategy & Delivery

Define and execute the RPA roadmap for Wealth Management, aligned with BMO’s broader automation strategy

Lead the full automation lifecycle, from intake and prioritization through design, development, testing, and production deployment

Ensure solutions are scalable, reusable, and designed to support long‑term business objectives

Partner with the Business

Serve as the primary RPA point of contact for Wealth Management stakeholders

Translate business needs into practical, high‑value automation solutions

Provide thought leadership on how automation can improve advisor experience, client outcomes, and operational efficiency

Governance, Risk & Compliance

Establish and uphold RPA governance standards, controls, and best practices

Ensure automations meet BMO requirements related to:

Information security

Risk management

Audit and regulatory compliance

Work closely with Risk, Compliance, Privacy, and Technology teams throughout the automation lifecycle

Platform & Technical Oversight

Own Wealth Management’s use of enterprise RPA platforms such as UiPath and Microsoft Power Automate

Review solution designs and technical approaches to ensure quality and consistency

Oversee bot monitoring, incident management, and production support

Continuously improve automation frameworks, standards, and development practices

Team & Vendor Leadership

Provide direction, coaching, and oversight to RPA developers, analysts, and delivery partners

Manage vendor relationships where applicable

Ensure delivery capacity aligns with business demand and priorities

Value Tracking & Reporting

Define and track automation benefits, including efficiency gains, cycle time reduction, and risk mitigation

Provide regular updates on automation performance and outcomes

Support business cases and prioritization decisions with clear data and insights

Identify opportunities to apply AI‑enabled automation (e.g., document understanding, intelligent decisioning, exception handling, conversational interfaces) to improve advisor and client experiences.

Drive adoption of human‑in‑the‑loop automation patterns, ensuring appropriate controls, explainability, and risk mitigation for AI‑assisted workflows.

What You Bring

Experience

7+ years of experience in technology delivery, automation, or digital transformation

3+ years leading RPA initiatives in a large enterprise environment

Experience in financial services, banking, or wealth management is strongly preferred

Proven ability to operate effectively in regulated environments

Technical Skills

Hands‑on experience with RPA platforms such as:

UiPath

Microsoft Power Automate

Automation Anywhere or Blue Prism

Strong understanding of:

SDLC and Agile delivery

Process analysis and re‑engineering

Integration patterns and exception handling

Leadership & Soft Skills

Strong stakeholder management and communication skills

Ability to influence across business and technology teams

Comfortable balancing strategic thinking with hands‑on delivery oversight

Able to navigate ambiguity and complexity in a large organization

Education & Certifications

Bachelor’s degree in computer science, Engineering, Business, or a related field

RPA, Power Platform, Lean, or Agile certifications are considered an asset

How Success Is Measured

Automation initiatives delivered on time and within scope

Tangible, measurable business benefits realized

Stable, scalable, and compliant RPA solutions

Positive feedback from Wealth Management stakeholders

A mature and sustainable RPA capability within Wealth Management

Why This Role Matters

This role plays a key part in driving operational efficiency, risk reduction, and improved client and advisor experiences across Wealth Management, while ensuring all automation aligns with BMO’s strong risk, compliance, and technology standards.

Salary:

$86,000.00 - $160,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s 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 Group’s expected target for the first year in this position.

BMO Financial Group’s 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 details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards