Senior Manager, Customer Growth Strategy & Offers – Retail Investments

Application Deadline:

06/18/2026

Address: 33 Dundas Street West

Job Family Group:

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

Salary:

$94,600.00 - $176,000.00

Pay Type:

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 details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards