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Senior Advisor, AI Enablement - Customer Service & Implementation
Senior Advisor, AI Enablement - Customer Service & ImplementationBMO Financial Group • California, MO, US
Senior Advisor, AI Enablement - Customer Service & Implementation

Senior Advisor, AI Enablement - Customer Service & Implementation

BMO Financial Group • California, MO, US
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Overview

Application Deadline : 10 / 01 / 2025

Address : 320 S Canal Street

Job Family Group : Strategy & Change

We're looking for a curious, driven, and collaborative individual to help accelerate the use of AI across our customer service and implementation organization. In this role, you'll lead initiatives that bring AI-powered solutions to life—enhancing customer experiences, improving operational efficiency, and enabling smarter decision-making. You'll work closely with partners in Technology, Risk, Data Governance, and other teams to ensure solutions are well-designed, responsibly implemented, and aligned with our broader goals. This is a hands-on role for someone who enjoys solving complex problems, influencing outcomes, and shaping how AI is used in real-world service and implementation environments.

Key Responsibilities

  • Lead the development and execution of AI initiatives that enhance service delivery, onboarding processes, and customer engagement.
  • Partner with Technology, Risk, Data Governance, and other stakeholders to ensure responsible and effective implementation of AI solutions.
  • Identify and prioritize opportunities for AI-driven automation, decision support, and personalization.
  • Guide teams through the adoption of new tools and practices, building readiness and capability for AI-enabled operations.
  • Stay abreast of emerging trends and technologies to inform strategy and maintain a competitive edge.

Designs, develops, tests, implements, measures and manages processes. Ensures that process design reflects current business strategy and business / stakeholder requirements and supports the desired customer experience. Processes may be related to (but are not limited to) fulfillment, operations, services, sales, etc.

  • Provides strategic input into business decisions as a trusted advisor.
  • Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business / group.
  • Acts as a subject matter expert on relevant regulations and policies.
  • May network with industry contacts to gain competitive insights and best practices.
  • Stays abreast of industry and business trends through benchmarking and / or participation in professional associations.
  • Influences and negotiates to achieve business objectives.
  • Assists in the development of strategic plans.
  • Identifies emerging issues and trends to inform decision-making.
  • Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
  • Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
  • Helps determine business priorities and best sequence for execution of business / group strategy.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Acts as the prime subject matter expert for internal / external stakeholders.
  • Monitors and tracks performance, and addresses any issues.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
  • Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
  • Defines frameworks for managing processes, policies or procedures, etc. in the business / group.
  • Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
  • Develops and manages comprehensive information management systems; designs and / or leads initiatives to improve processes, analysis and reporting.
  • Reviews proposed function / project team outputs for implications to workflow design.
  • Collaborates in the design, implementation and management of core business / group processes.
  • Designs processes based on business requirements and best practices. Ensures the processes adhere to applicable risk, regulatory and compliance requirements.
  • Streamlines, simplifies and continuously improves existing processes.
  • Documents processes (including, but not limited to, process flows, playbooks, etc.) for vetting, communicating, and implementing processes with stakeholders.
  • Ensures all processes meet established standards, effectively utilize templates and tools to track compliance and operational effectiveness standards.
  • Looks for opportunities to eliminate, simplify and automate processes. Recommends approaches or changes to streamline and integrate processes to improve overall efficiency.
  • Maintains current process documentation to ensure available for stakeholders as required.
  • Supports management of processes using established methodologies and tools / system / technology.
  • Integrates information from multiple sources to enable more efficient processes, enhanced analysis and / or streamlined reporting.
  • Participates in the integration of Core Process transformation across business / groups to deliver process improvements for productivity savings and enhanced customer / employee experience.
  • Develops an understanding of organizational interactions and complexity to engage with the appropriate stakeholders.
  • Stays abreast of industry technical and business trends through participation in professional associations, practice communities & individual learning.
  • Resolves issues regarding processes that are raised from all sources / stakeholders.
  • Operates at a group / enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
  • Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
  • Implements changes in response to shifting trends.
  • Broader work or accountabilities may be assigned as needed.
  • Qualifications

  • Typically 7+ years of relevant experience and / or certification in related field of study or an equivalent combination of education and experience.
  • Possesses a deep understanding of and problem solving ability for issues within the business / group.
  • Knowledge of business analysis, project delivery practices and standards across the project lifecycle - Expert.
  • Knowledge of business / group processes, procedures and controls - Expert.
  • Understanding of risk, regulatory and compliance requirements - Expert.
  • Seasoned professional with a combination of education, experience and industry knowledge.
  • Verbal & written communication skills - In-depth / Expert.
  • Analytical and problem solving skills - In-depth / Expert.
  • Influence skills - In-depth / Expert.
  • Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
  • Able to manage ambiguity.
  • Data driven decision making - In-depth / Expert.
  • Salary 102,000.00 - 190,000.00

    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 view more details of our benefits, please visit : 102.0.0.0 / Total-Rewards

    About 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'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. We'll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at 102.0.0.0 / us / en

    BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

    BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

    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.

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