Regional Support Manager – Estate and Trust

BMO U.S.

. Provide leadership and operational oversight to support professionals serving the Greater Toronto Area Trust business .

Posted 9/21/2026full-timeToronto • CanadaMid-LevelSenior💰 CA$70,000 - CA$150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in estate and trust administration, operational oversight, and team leadership, with a strong focus on compliance, risk management, and client service excellence. Proven ability to develop talent, implement strategic initiatives, and foster collaboration within diverse teams.

Highest-signal resume keywords

Estate And Trust AdministrationOperational OversightTeam LeadershipRisk ManagementData-Driven Decision-Making

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Estate And Trust ProductsCompliance MonitoringRisk AssessmentData GovernanceChange ManagementBusiness Process DesignPerformance ManagementStrategic PlanningReport ProductionOperational Controls

Soft Skills

Verbal CommunicationWritten CommunicationCollaborationAnalytical SkillsProblem-Solving

Tools & Technologies

Business ApplicationsDatabases

Industry Keywords

Greater Toronto Area TrustClient ServiceTalent DevelopmentDiversity And InclusionSales And Service Experience

About the role

Key responsibilities & impact

Provide leadership and operational oversight to support professionals serving the Greater Toronto Area Trust business
Lead, coach, develop, and monitor the Trust professional support team
Support the Regional Director, Trust Services for GTA with day-to-day operations and strategic planning
Ensure timely, accurate, high-quality support to Trust Officers, internal business partners, and clients
Manage team capacity, workflow, processes, risk, compliance, and continuous improvement
Foster collaboration, diversity, inclusion, accountability, and alignment with BMO purpose, values, and strategy
Attract, retain, develop, coach, and manage talent and performance
Support market business development plans and address client concerns and escalations
Perform risk assessments and monitoring; recommend solutions regarding risk, regulatory requirements, and compliance
Coordinate strategic initiatives, track metrics and milestones, and assist with strategic plans
Coordinate databases and ensure data governance alignment and integration
Design and produce regular and ad-hoc reports
Implement Bank initiatives, programs, operational controls, and corrective actions
Build and execute change management and communication plans
Prepare compliance monitoring and risk assessment documentation and findings
Execute administrative reviews, filings, operational programs, account processing, documentation, and reporting
Act as a subject matter expert on business applications and systems
Source candidates, support trainee mentorship, and supervise performance during and after training
Design, implement, and manage core business/group processes and training programs
Meet service standards, identify irregularities, escalate discrepancies, and safeguard customer assets and privacy

Requirements

What you’ll need

Typically 5–7 years of estate and trust administration experience
Post-secondary degree in a related field of study or an equivalent combination of education and experience
Sales and service experience preferred
In-depth operational experience
Supervisory/leadership experience an asset
In-depth experience with estate and trust products and related technologies
Deep estate and trust knowledge and technical proficiency gained through extensive education and business experience
In-depth verbal and written communication skills
In-depth collaboration and team skills
In-depth analytical and problem-solving skills
In-depth influence skills
In-depth data-driven decision-making skills
Ability to travel 25% across the GTA market

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses
Other perks and rewards
In-depth training and coaching
Manager support and network-building opportunities
Accommodations available on request during the selection process