Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

This role owns strategies that drive new customer acquisition, investment growth, and customer onboarding across Retail Banking, InvestorLine, and wealth channels. You will be accountable for developing and executing acquisition strategies, seasonal campaigns, always-on growth programs, customer journey enhancements, segment strategies, and cross-channel sales activation initiatives that accelerate investment growth and improve customer outcomes. You will act as the single-threaded business owner for acquisition, aligning partners across the organization to deliver growth objectives.

Responsibilities

Drive acquisition through seasonal campaigns and always-on growth programs.
Build and enhance new “Start Your Investing Journey” experiences and entry-point journeys.
Drive investment cross-sell in partner journeys across Retail Banking, InvestorLine, and related channels.
Influence segment offer strategy across mass affluent, high-frequency investors, emerging investors, and other priority customer groups.
Advance “One Client” outcomes by ensuring Retail Investments and InvestorLine are represented appropriately in customer journeys.
Define and execute the Retail Investments acquisition strategy to drive customer growth across branches, digital channels, and partner journeys.
Own acquisition-related business outcomes including sales growth, account openings, funded accounts, customer acquisition, and investment penetration.
Identify growth opportunities through customer, channel, and market analysis.
Develop strategic roadmaps to increase participation in investing and expand customer relationships.
Lead acquisition planning for seasonal campaigns and always-on growth initiatives.
Lead the development and optimization of acquisition campaigns, offers, and customer value propositions.
Partner with Marketing and Analytics to identify acquisition opportunities, target audiences, and growth segments.
Influence segment offer strategies across priority customer groups.
Use portfolio performance and market insights to recommend enhancements to campaigns and acquisition programs.
Establish measurement frameworks and success metrics for growth initiatives.
Lead the design and optimization of end-to-end investment acquisition journeys.
Identify customer friction points and opportunities to improve conversion, activation, and onboarding.
Build and enhance investment entry-point journeys, including “Start Your Investing Journey” experiences.
Champion customer-centric innovation that improves engagement and accelerates growth.
Drive investment acquisition through partner channels and integrated customer journeys.
Lead “One Client” initiatives that connect Retail Investments and InvestorLine solutions to relevant customer interactions.
Align sales, product, marketing, digital, analytics, and wealth partners around growth objectives.
Provide strategic direction and consultation to senior stakeholders regarding acquisition opportunities and performance.
Monitor acquisition performance, sales results, conversion metrics, and growth outcomes.
Use data and analytics to identify performance gaps and recommend corrective actions.
Develop and present executive-level performance insights and recommendations.
Establish forecasts and growth plans to support delivery against business objectives.
Ensure acquisition programs, campaigns, and offers comply with regulatory, risk, and operational requirements.
Identify emerging risks and work with partners to implement appropriate controls.
Support governance, reporting, and compliance activities related to acquisition initiatives.

Requirements

Typically 3-5 years of relevant experience and a post-secondary degree in a related field of study, or an equivalent combination of education and experience.
Experience developing growth, acquisition, marketing, sales, product, or customer strategy in a financial services environment.
Strong understanding of retail investments, wealth management, customer growth, sales channels, and/or digital customer journeys.
Advanced analytical capability with experience translating data, customer insights, and performance trends into strategic recommendations.
Demonstrated ability to lead cross-functional initiatives, manage competing priorities, and influence partners without direct authority.

Location

33 Dundas Street West

Experience Level

3-5 years

Education Level

Post-secondary degree in a related field of study

Salary/Compensations

$75,900.00 - $141,900.00

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

About the Company

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.

Equal Opportunity

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.