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Manager, Documentation – Capital Markets

Company

BMO

Location

toronto, Canada

Type

Full-time

Application Deadline

04/30/2026

Address

250 Yonge Street

Job Family Group

Customer Shared Services

Hybrid Role

This is a hybrid role - 4 days a week.

Responsibilities

  • Leads a team of onboarding and documentation specialists delivering end‑to‑end documentation and onboarding workflows for Capital Markets clients, including deposit accounts and treasury services, in alignment with regulatory and policy requirements.
  • Collaborates with cross-functional teams to establish procedures for document imaging, verification, filing, and maintenance to optimize access and security.
  • Ensures the timely archiving or secure destruction of inactive and expired documents in compliance with retention policies and regulatory requirements.
  • Handles higher-risk client requests, verifying proper authorizations for a seamless and secure process.
  • Defines and leads change managemen...

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