Samuel Oliveira
Sr Scrum Master Project Manager @BMO
Signup · Get unlimited contacts
WORK HISTORY
Sr Scrum Master Project Manager @BMO
Toronto, ON, CA
Leading the end-to-end strategic evolution of BMO\'s digital investment platform — driving transformation across UX/AI redesign, client experience, and product delivery across all platforms and operating systems. UX & AI PLATFORM REDESIGN The most impactful initiative of the platform\'s transformation history: a complete layout and experience overhaul across Desktop, Mobile Web, and Mobile App (iOS/Android). Platform sessions: → (4,200% increase) new clients acquired — surpassing all forecasts 97% increase in mobile transactions post-redesign Record-high NPS score — highest since platform inception Enabled Em, BMO\'s AI-powered investment education agent for client-facing advisory Implemented Appcues — contextual in-app onboarding reducing support volumes PLATFORM GROWTH & COMMERCIAL RESULTS $260M+ in new AUM generated through platform improvements DRIP enrollments in 2 months (vs. in all of 2024) BMO ranked 2nd among Canada\'s Big 5 in JD Power Investor Satisfaction Survey TNPS at highest level since 2019 47% offer acceptance on AdviceDirect pricing among high-net-worth clients DELIVERY Led two cross-functional pods: domestic team (Canada)+ offshore development (Poland) Integrated AI chatbot with CRM to reduce call center volumes Full backlog ownership in JIRA | Documentation in Confluence Agile ceremonies: sprint planning, backlog refinement, sprint reviews
EDUCATION
UNIBTA - Centro Universitário
Computer Networks Management, Network and System Administration/Administrator
University of Toronto - Rotman School of Management
Business Edge, Finance
SKILLS
ABOUT SAMUEL OLIVEIRA
Program Manager with 15+ years delivering large-scale digital transformation and regulatory programs at Tier-1 financial institutions across North America & APAC regions. Recognized with three C-level performance awards for exceeding delivery expectations. Most recently led the most impactful initiative of BMO\'s digital investment platform transformation: a full UX/AI redesign across Desktop, Mobile Web, and iOS/Android that grew monthly platform sessions from to generated new clients (above forecast), drove a 97% increase in mobile transactions, and achieved the platform\'s highest-ever NPS score. Also enabled an AI-powered investment conversational education agent — and implemented Appcues for in-app onboarding updates. Core expertise: Agile/SAFe delivery, AI-enabled product development, enterprise regulatory compliance, and cross-functional team leadership across onshore and offshore environments. Experience spans top 5 banks in Canada and consulting companies such as Accenture & Logicalis — managing programs from $900K to $18M+ across Wealth Management, Capital Markets, and Retail Banking. Holds Federal Secret Clearance Level II — eligible for Canadian federal government engagements. Currently based in Toronto. Actively exploring: → Senior Program Manager / Product Delivery roles in Singapore\'s financial sector (banks, fintechs, MAS-regulated institutions) → Remote Project Manager roles with the Canadian federal government. Open to connecting with recruiters, hiring managers, and professionals in Singapore\'s banking ecosystem and Canada\'s public sector. PMP | SAFe Scrum Master | SAFe APOSM | CSM | Prosci Change Practitioner | Microsoft AI Product Manager
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.