Director of Planning Enablement

Job description

Application Deadline: 05/28/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Position Overview: The Director, Planning Enablement is a senior individual contributor responsible for building and executing a content strategy that equips BMO’s sales-facing and planning teams with timely, high-impact planning insights for High Net Worth (HNW) client conversations. This leader curates, creates, and deploys a cohesive planning-content ‘throughline’ across the full planning discipline—Private Banking (PB), Family Office (FO), Philanthropy, Family Governance, and Trust—to ensure consistent market positioning, best practices, and field utilization. As a member of the Planning Leadership Team, this role is a central connector between planning subject matter experts, field teams, Training & Development, Marketing, and Compliance to ensure content is accurate, approved, discoverable, and actively used in client meetings, seminars, and events. This is not a people-manager role. Success requires strong leadership through influence, excellent editorial judgment, and disciplined program execution across multiple stakeholders. Key Outcomes: - A best-in-class, centralized pl...