06/18/2026
Address:
33 Dundas Street West
Customer Solutions
Role Mandate:
Leads the strategy, design, and optimization of customer growth initiatives and investment offers to drive acquisition, productivity, and ROI across Retail Investments. Owns a unified commercial engine connecting growth strategy, offer design, and channel performance to deliver scalable, measurable outcomes across priority segments.
Key Accountabilities:
1. Customer Growth Strategy & Planning
- Define integrated growth strategies aligned to Acquisition and priorities across key segments
- Build and manage a multi-year roadmap of offers and growth initiatives
- Identify trade-offs across growth, profitability, and capacity to inform prioritization
- Develop business cases and strategic recommendations for senior leadership
2. Offer Strategy, Design & Execution
- Design and evolve the investment offer shelf across segments and channels
- Lead offer valuation, test design, and pilot execution in partnership with Analytics
- Ensure offers are scalable, compliant, and operationally executable
- Oversee integration into execution platforms (e.g., OMP, campaign delivery channels)
3. Channel Performance & Activation
- Optimize performance across priority sales channels (e.g., Financial Planners, Branch network, partner channels)
- Lead strategy for demand generation, lead allocation, and channel capacity optimization
- Drive improvements in how opportunities are routed, prioritized, and actioned across channels
- Support channel-specific initiatives (e.g., Branch activation, FP lead strategy) with flexibility based on evolving priorities
4. Performance Optimization & Insights
- Own performance tracking across offers and channels (conversion, ROI, productivity)
- Establish and scale test-and-learn frameworks to continuously improve outcomes
- Translate insights into actionable strategy adjustments in partnership with Analytics
- Monitor performance by segment and channel to inform investment decisions
5. Governance & Cross-Functional Integration
- Establish governance, decision frameworks, and operating cadence for offers and growth initiatives
- Partner closely with Analytics, Sales Distribution Channel leads, Marketing, and Compliance to ensure alignment
- Ensure consistency across strategy, execution, and measurement
- Act as a central point of accountability for commercial performance levers
Qualifications:
- Typically 7+ years of relevant experience and post-secondary education in a related field
- Strong background in strategy, growth initiatives, or commercial performance management
- Experience in data-driven decision making, performance optimization, and testing frameworks
- Ability to influence senior stakeholders and drive cross-functional alignment
- Strong analytical, problem-solving, and communication skills
- Ability to manage ambiguity and operate in a fast-paced, evolving environment
$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.
