Office of Strategic Management (OSM)
Take the first step in a new career adventure.
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Rewards and benefits that help you make progress
The Office of Strategic Managment team (OSM) supports the C-Suite on the bank’s enterprise-level strategic priorities spanning the end-to-end lifecycle – from strategy development and solution prioritization all the way through implementation.
The OSM team reports directly to the CFO and answers the key questions that shape enterprise-wide choices. We collaborate with senior leaders to drive many of BMO’s most critical strategic initiatives, provide thought leadership, curate analysis and advice to leaders in four operating groups: Personal and Business Banking, Commercial Banking, Wealth Management and Capital Markets. As a result, this team has been a best-in-class career launch pad for management consultants for more than 20 years.
The OSM team reports directly to the CFO and answers the key questions that shape enterprise-wide choices. We collaborate with senior leaders to drive many of BMO’s most critical strategic initiatives, provide thought leadership, curate analysis and advice to leaders in four operating groups: Personal and Business Banking, Commercial Banking, Wealth Management and Capital Markets. As a result, this team has been a best-in-class career launch pad for management consultants for more than 20 years.
Hear from our people
Finishing school is one step toward your future, but what’s next? We've got ideas—and we need you to make them work! If you’re ambitious, curious, creative, and eager to make an impact, BMO is a great place to start and an even better place to grow. Explore what our teams have to offer.
Why work with the OSM Team?
Entering the workforce doesn’t need to be intimidating. At BMO, we provide the development programs, on-the-job experiences, and personal and professional connections that will help you transition into the workforce.
High Impact
With the OSM team, you will be at the forefront of critical initiatives in the banking industry. You will work on high priority projects that shape BMO’s short- and long-term strategy.
Exposure to Senior Leadership
The OSM team is a trusted strategic advisor to key senior leaders at BMO, including the CEO.
Career Trajectory
Since its inception, the OSM team has served as a talent incubator for BMO. Past team members have moved on to exciting leadership roles across the bank.
Culture
Work with a set of peers that collaboratively brings their rich set of strategic capabilities and a winning mindset to drive BMO’s enterprise priorities in a hybrid environment. Become part of a unique, high-performing team that partners across all business and functional lines and has a proven track record of supplying leadership within the bank.
Change Leadership
Our work goes beyond strategy and encompasses transformation and change delivery. This allows team members to have additional ownership of key initiatives resulting in a deeper understanding of our business and priorities.
Hear from our people
Joined OSM in May 2016
as Head of the team
Catherine Roche
Chief Marketing and Communications Officer
Chief Marketing and Communications Officer
Joined OSM in 2006
as Senior Manager
Suresh Krishnasamy
Cheif Strategy Officer and Head, Enterprise FPM and CFO, T&O
Cheif Strategy Officer and Head, Enterprise FPM and CFO, T&O
Joined OSM in October 2010
as Manager
Mathew Mehrotra
Group Head, Canadian P&BB and
Co-Head, Canadian P&C
Group Head, Canadian P&BB and
Co-Head, Canadian P&C
Joined OSM in November 2008
as Senior Manager
Katherine Rivington
Chief Operating Officer, Wealth Managment
Chief Operating Officer, Wealth Managment
Joined OSM in September 2017
as Head of the team
Vivek Mehta
Head Enterprise Strategy & Performance Management, Canadian P&C and Integrated Solutions
Head Enterprise Strategy & Performance Management, Canadian P&C and Integrated Solutions
Joined OSM in February 2017
as Managing Director
Jonathan Hackett
Head of Sustainable Finance
Head of Sustainable Finance
Joined OSM in July 2005
as Senior Manager
Rebecca Tascona
Head, NA TPS Product Management
Head, NA TPS Product Management
Joined OSM in May 2010
as Manager
Sergio Gomes
Head, Enterprise Strategy & Performance Management, Enterprise, T&O, and Corporate Areas
Head, Enterprise Strategy & Performance Management, Enterprise, T&O, and Corporate Areas
Joined OSM in 2012
as Senior Manager
Mathieu Lepine
Head, Everyday Banking Products & Onboarding, North American Personal Banking
Head, Everyday Banking Products & Onboarding, North American Personal Banking
Joined OSM in February 2020
as Senior Manager
Nisha Dansingani
Director, Business Development & Strategy, BMO Private Wealth
Director, Business Development & Strategy, BMO Private Wealth
Joined OSM in November 2020
as Managing Director
Amar Bawagi
Head, Insights and Innovation, Financial Crimes Unit
Head, Insights and Innovation, Financial Crimes Unit
Career Opportunities
Finishing school is one step toward your future, but what’s next? We've got ideas—and we need you to make them work! If you’re ambitious, curious, creative, and eager to make an impact, BMO is a great place to start and an even better place to grow. Explore what our teams have to offer.
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Join the OSM Team
Are you passionate about developing strategy to drive change? Do you enjoy breaking down complex problems, designing actionable recommendations, and making them a reality?
Make your mark by helping shape BMO’s OSM team.
Make your mark by helping shape BMO’s OSM team.
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Senior Leadership Roles
Looking for more information about our senior leadership roles?
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