06/25/2026
Address:
33 Dundas Street West
Customer Solutions
The Senior Manager, Beyond Banking is responsible for identifying, developing, and managing strategic partnerships that extend the bank’s value proposition beyond traditional financial services for existing customers. This role focuses on delivering differentiated lifestyle benefits that deepen customer engagement, drive retention, and enhance overall customer value.
By collaborating across internal teams and external partners, the successful candidate will build a curated ecosystem of offerings that meet evolving customer needs across key lifestyle categories (e.g., travel, wellness, retail, home, mobility).
Key Accountabilities:
Partnership Strategy & Development
- Define and execute a Beyond Banking partnership strategy aligned to the bank’s broader value proposition and customer segments
- Identify, evaluate, and prioritize partnership opportunities that deliver meaningful lifestyle benefits to existing customers
- Build business cases, including customer impact, revenue potential, and strategic fit
- Negotiate commercial terms and establish partnership frameworks with external vendors and ecosystem partners
Ecosystem & Experience Design
- Design integrated customer experiences that embed partner benefits into the bank’s digital and physical channels
- Ensure partnerships are aligned to target customer needs and lifecycle moments
- Collaborate with product, digital, and marketing teams to deliver seamless and compelling customer journeys
Partnership Management
- Lead ongoing relationship management with key partners, ensuring delivery against agreed outcomes and service levels
- Monitor performance metrics (e.g., engagement, adoption, NPS, revenue contribution) and optimize partnerships accordingly
- Manage governance, risk, and compliance considerations, working closely with legal, procurement, and risk teams
Commercial & Performance Management
- Track and report on partnership performance, including financial and customer KPIs
- Identify opportunities to scale successful partnerships and sunset underperforming ones
- Drive continuous improvement through testing, insights, and customer feedback
Cross-Functional Leadership
- Act as a central connector across product, digital, marketing, analytics, and operations teams
- Influence senior stakeholders and align cross-functional priorities to support delivery
- Contribute to broader value proposition strategy and innovation roadmap
Knowledge & Skills
- 7–10+ years of experience in partnerships, business development, product management, or strategy (financial services experience preferred)
- Proven track record of sourcing, structuring, and managing strategic partnerships
- Strong commercial acumen, with experience building business cases and negotiating agreements
- Experience designing customer-centric solutions, ideally in digital or ecosystem-based environments
- Strong stakeholder management and influencing skills, including with senior leadership
- Ability to navigate complex organizations and drive cross-functional execution
$94,600.00 - $176,000.00
Salaried
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/ca/en .
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
