10/19/2024

Address:

33 Dundas Street West

Data Analytics & Reporting

This is currently a hybrid role with an expectation to be in the Toronto office 2 days per week

Manager, Strategic Initiatives

The Manager, Strategic Initiatives, reporting to Senior Manager, will be accountable for project managing and designing customer communication initiatives to drive customer engagement and product balance growth.  The Manager, Strategic Initiatives will help business partners make data informed decisions to find new portfolio/customer experience growth opportunities through data analytics. This role works collaboratively with many partners across Personal and Commercial Bank, Marketing and Technology & Operations to execute strategy. The manager will be supporting Retail Investments and Wealth products.

If you get excited by analytics, delivery, process improvement and impact analysis then this role is for you.

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What you will be doing:

Customer acquisition, customer experience enhancement, regulatory compliance and revenue growth - You are passionate about growing our bank. You will support product partners by executing against the growth and engagement strategy, working with our internal and external partners on programs, campaigns and enhancements that may be needed to excel.

Cross-functional Collaboration, Planning & Execution - You will partner with stakeholders from across BMO (e.g., our Frontline, Technology, Marketing, Product, and Digital teams) to support client growth and experience focused strategic initiatives: define and map end-to-end process, assess cost and feasibility, build business case, perform pre and post analysis and execute programs. Capture business requirements, establishing segmentation trees, targeting criteria, exclusions and ensuring that campaigns are designed to be measurable. You will support the creation of differentiated and profitable solutions that meet the needs of our banking partners to achieve defined measures of success.

Provide analytical insights to develop direct to consumer campaigns and opportunities

• Contribute to the development of direct-to-consumer marketing plans, based on a thorough understanding of the data, analysis techniques and prior campaign learnings.
• Accountable to deliver analytics, insights and reporting in line with both immediate and long-term business objectives
• Contribute to the delivery of reports and presentations that evaluate and analyze the effectiveness of programs and initiatives
• Develop and conduct pre-campaign analysis and insights to help drive business decisions

Process management

• Support the lead generation cycle by monitoring and tracking process issues, making recommendations to streamline, enhance and improve overall operations
• Troubleshoot critical issues for immediate resolution to ensure the lead generation cycle remains on track and provide required support to Leads Managers
• Develop business process documentation for selection of customer data extracts by a team of developers, and/or using CRM applications.
• Develop business processes and documentation for automation of marketing activities.
• Act as a project leader for small to medium sized projects

What we are looking for:

• You're highly proactive and driven by collective success.
• You act like an owner.
• You can demonstrate experience with supporting multiple accountabilities.
• You are creative and results oriented.
• You enjoy uncertainty and ambiguity.

Knowledge:

• Minimum 3 years of campaign or database marketing or delivery experience
• Advance knowledge of customer relationship management, campaign design and development
• Solid and proven background in business process improvement
• Experience in data analytics, developing and executing direct marketing campaigns, analyzing marketing campaigns and initiatives
• Knowledge of SQL , SAS and PowerBI preferred
• Knowledge of financial services industry preferred

$68,000.00 - $126,000.00

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

We’re here to help

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.