Senior Manager - Portfolio & Sales Enablement

Application Deadline:

07/01/2026

Address:

33 Dundas Street West

Job Family Group:

Customer Solutions

This is a hybrid role in Toronto

Senior Manager, Portfolio & Sales Enablement

Location: Toronto, ON

Team: Customer Lifecycle Management

Reports to: Director, Customer Lifecycle Management & Strategy

Role Summary

The Senior Manager, Portfolio & Sales Enablement is accountable for driving the end-to-end orchestration, performance, and governance of the Customer Lifecycle Management (CLM) journey portfolio , spanning both new and existing lifecycle initiatives.

This role operates as a central portfolio leader and strategic partner to the Director , ensuring clarity of priorities, disciplined execution, and measurable business outcomes across multiple journeys. Acting as a PMO lead, strategy advisor, and chief of staff , this individual will:

Drive integrated planning, delivery, and performance management across all CLM journeys

Identify and deliver cross-journey initiatives that unlock growth (e.g., sales enablement, primacy, customer experience improvements)

Establish scalable operating models, governance structures, and delivery standards

Enable the team and partner ecosystem to execute with speed, clarity, and accountability

This role partners closely with Product, Marketing, Campaign Strategy & Execution, Retail Product Teams, Analytics, Digital, and Frontline teams to translate strategy into execution , while ensuring portfolio-level alignment to retail bank priorities.

Key Accountabilities

Portfolio Strategy & Governance

Define and operationalize a portfolio-level strategy and roadmap across all CLM journeys (new and existing)

Establish and run governance forums, stage gates, and prioritization frameworks to ensure aligned decision-making

Provide clear visibility into portfolio progress, risks, dependencies, and outcomes to senior leadership

Ensure alignment of journey plans to broader retail banking objectives (growth, primacy, engagement, efficiency)

Portfolio Delivery & PMO Leadership

Act as the central owner of portfolio delivery , coordinating timelines, dependencies, and execution across journeys

Drive integrated planning and sequencing across initiatives to optimize impact and resource utilization

Standardize delivery approaches (e.g., roadmaps, business cases, measurement frameworks, stage gates)

Identify and resolve execution risks, bottlenecks, and cross-team dependencies

Ensure initiatives are set up for scalable, repeatable execution

Sales Enablement & Cross-Journey Initiatives

Identify and lead horizontal initiatives that cut across journeys to improve customer and business outcomes (e.g., sales enablement, cross-sell frameworks, frontline enablement)

Partner with key stakeholders to define and deliver enterprise-level capabilities that enhance customer engagement and product adoption

Ensure consistency in customer experience, messaging, and value proposition across journeys

Drive initiatives that improve products per customer (PPC), share of wallet, and primacy

Performance Management & Insights

Establish and manage portfolio-level KPIs and performance dashboards

Track and report on journey performance, delivery progress, and business impact

Leverage data and insights to identify optimization opportunities and strategic pivots

Drive a performance culture grounded in transparency, accountability, and continuous improvement

Stakeholder & Enterprise Leadership

Act as a trusted advisor and thought partner to the Director and senior leaders

Influence cross-functional stakeholders across Product, Marketing, Campaign Strategy & Execution, Retail Product Teams, Analytics, Digital, and Operations

Lead alignment across partners to ensure shared ownership and delivery against common objectives

Represent CLM in key forums, ensuring clear articulation of priorities, progress, and impact

Team Enablement & Operating Model

Design and evolve the CLM operating model, RACI, and ways of working across journeys

Support hiring, onboarding, and enablement of new journey teams

Establish best practices, toolkits, and frameworks to accelerate delivery quality and consistency

Foster a culture of collaboration, transparency, and high performance

Risk & Governance

Ensure all initiatives align with BMO’s risk management framework, policies, and regulatory requirements

Proactively identify and manage delivery, customer, and operational risks

Ensure initiatives are delivered within risk appetite and governance standards

Qualifications & Experience

Experience

Typically 7+ years of experience in strategy, program delivery, consulting, or retail banking

Experience leading complex, cross-functional portfolios or large-scale programs

Proven ability to operate at both strategic and execution levels

Strong experience working across multiple stakeholder groups and competing priorities

Education

Post-secondary degree in Business, Commerce, Engineering, or a related field

MBA or advanced degree is an asset

Core Capabilities

Strategic thinking and portfolio management – Expert

Program and delivery leadership (PMO) – Expert

Cross-functional influence and stakeholder management – Expert

Data-driven decision making and performance management – Expert

Retail banking and customer lifecycle understanding – Strong asset

Executive communication and storytelling – Expert

Ability to manage ambiguity and scale evolving mandates – Expert

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