Senior Manager, Marketing

Who We Are…

BMO is a leading North American bank driven by our purpose: to Boldly Grow the Good in business and life. Our purpose informs our strategy, drives our ambition, and reinforces our commitments to progress for a thriving economy, a sustainable future and stronger communities. The U.S. Relationship Marketing Team is accountable for the strategy, development, execution and ongoing optimization of go-to-market campaigns and programs targeting current BMO clients through onboarding, account/product and service activation, digital adoption, engagement, cross-sell, loyalty and retention; and lending new-to-bank acquisition.

Who You Are…

You’re a high-performing, data-savvy and results-driven marketing leader interested in providing collaborative and consultative value for our partners—to help them drive strong client, account and revenue growth across our U.S. Consumer Lending and Payments/Card portfolios. You’re a dynamic, capable and experienced marketer with a passion for problem solving—based in data-driven analysis. You’re fascinated by client behavior and always looking for new and innovative approaches to reach and engage our audiences in innovative and impactful ways. You have proven success leading high-performing marketing teams supporting acquisition, onboarding, activation, engagement, cross-sell, loyalty and retention marketing initiatives. You work well in a fast-paced environment where priorities and direction evolve frequently to ensure we’re always providing the best products, services and offers to our clients. You thrive off ambiguity and are adept at bringing together multiple ideas and data points and synthesizing them into a unified point of view and client-centric approach. Most of all you value being part of a team—and working together to ensure every job is done right, and done well.

Role Description

As a member of the Relationship Marketing leadership team, you will lead our Consumer Lending and Payments/Card marketing team and serve as the primary leader driving marketing strategy and tactical execution for all marketing initiatives. Your team will serve as the key liaison between our partners, our marketing and a variety of cross-team collaborative stakeholders to deliver successful client, account, balance and revenue growth for our lending and payments teams. Your team will develop integrated, omnichannel marketing strategies and bring campaigns to life in partnership with a mix of internal and agency/vendor partners to grow our U.S. P&BB portfolio in strategic and sustainable ways. You’ll mentor and be accountable for your team developing and delivering compelling insight-driven briefs to produce effective marketing campaigns—from start to finish—that deliver not only on our marketing KPIs, but that drive our business KPIs forward for annual and five-year goals, as well.

You’ll be responsible for your team building and maintaining strong, trusted and collaborative relationships with your business partners to ensure clear alignment on their key performance goals, and partner with them to forecast the impact of different levels of spend and performance across a wide range of media mix channels. You’ll also be responsible for driving accurate and timely analysis of marketing and business performance data to understand our success and identify opportunities and surveying the competitive landscape to ensure our marketing persuades our clients to fully understand and appreciate how BMO helps them to make real financial progress—and encourages them to stay with BMO!

Responsibilities

here are some of the things you’ll be doing in this role:

Marketing Campaign Implementation & Project Management

• Strong people management including resource planning, driving accountability, constructive coaching and mentorship for ongoing growth and career planning.
• Leading a team to support acquisition, onboarding, retention, cross-sell, engagement and loyalty campaigns for business banking clients, with tactics including direct mail, email, digital banking, etc.
• Support the delivery of high-quality, on-time campaigns, journeys, and communications across print, digital, owned and in-branch channels.
• Track operational KPIs and prepare reporting for leadership.
• Support process improvement efforts (e.g., updating templates, documenting workflows, enhancing internal tools) and partner on budget management, as needed.
• Serve as a day-to-day point of contact for assigned workstreams across creative, partner, legal and agency teams.

Cross-Functional Collaboration & Continuous Improvement

• Align to documented processes and create feedback loops to optimize performance.
• Surface and solve for executional bottlenecks and enable scale.
• Champion operational visibility and clarity across workstreams.
• Contribute to process improvement efforts and team knowledge-sharing tools.

Workfront Management

• Own all project templates for Cards & Lending Relationship Marketing Team as well as regular review process – aligned to accuracy and reporting.
• Own all project management for campaign execution within our Workfront project management system.
• Build and maintain intake forms, project templates, workflows and reporting dashboards.
• Identify pain points and drive continuous improvement in workflows.

During your first 90 days,

we expect you to independently seek onboarding support, proactively raise questions as they arise, and ensure you’re on the right track to:

Within the first 30 days, you’ll:

• Position yourself as a consultative Partner:
• Meet and build relationships with the Consumer Lending and Payments marketing team members to understand their roles and responsibilities.
• Cultivate and build relationships with your business partners, digital partner teams, social media, legal, compliance and other groups as needed, to successfully grow and retain our savings deposits in the U.S.
• Establish relationships with your business partners and key partner teams including marketing, product, channel execution partners, data partners, digital partner teams, social media, legal, compliance and other groups as needed, to successfully grow and retain our savings deposits in the U.S.
• Gain deep understanding of current workflows, intake and approval process.
• Gain knowledge of Card & Lending products, services and reports.
• Understand the current and future state for client journey(s).
• Review, manage and support Workfront requests, templates, projects and begin to manage status and action/track projects.
• Independent Campaign Development & Execution
• Lead the strategy, planning and execution of relationship marketing campaigns—across paid and owned channels—focusing on deepening and retaining our business client relationships.
• Independently manage and understand work and resource planning for consumer lending and payments marketing projects in Workfront project management tool, including daily status updates, project management for the larger initiatives, and know how/when to elevate questions and reprioritize work with our leaders and partners, when needed, to ensure our partners can rely on us for on-time delivery and transparent and proactive communication.
• Marketing Performance Analysis
• Take accountability and ownership for managing lending and card marketing cost centers with our accounting partners and strategy team—and integrate into our campaign analysis to evaluate and improve our ROMI on an ongoing basis.
• Take accountability for consumer lending and card expense management and budget reporting at the cost center level—both with our accounting partners, but also as part of our ongoing campaign analysis to evaluate and improve our ROMI, on an ongoing basis.
• Gain access to and learn the team’s reports to track and analyze marketing performance data on a weekly, monthly and quarterly basis to measure campaign effectiveness and identify opportunities for improvement.
• Empower Teams for Independent Campaign Development & Execution
• Align on