Robert Biersach
National Director - Strategic Initiatives at BMO Wealth Management - U.S.
- Role
- National Director - Strategic Initiatives at BMO Wealth Management - U.S.
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Robert Biersach
Currently National Director - Strategic Initiatives at BMO Wealth Management. UW-Milwaukee BBA \'14 | MBA \'19
Experience
National Director - Strategic Initiatives
Jan 2025 — Present
Led enterprise working team and steering committee meetings across multiple strategic programs, including the creation of a new virtual “market” segment within BMO for banking‑only clients. Directed communication and conversion efforts that transitioned ~25% of Wealth\'s households, partnering with key business lines to expand usage of the new segment. Built a self‑service tool enabling seamless, automated household transfers for the field, increasing adoption and operational efficiency. Delivered nationwide roadshows explaining the strategic value of the new market, resulting in strong organizational buy‑in. Following conversion, the business not only maintained its book but achieved growth by aligning the new market with clients whose needs were best served by this model.
Education
University of Wisconsin-Milwaukee
Bachelor of Business Administration - BBA, Accounting and Finance
2010 — 2014
University of Wisconsin-Milwaukee
Master of Business Administration - MBA
2017 — 2019
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