Senior Marketing Manager – US Personal & Business Banking Deposits Lifecycle Marketing

Application Deadline:

06/16/2025

Address:

320 S Canal Street

Job Family Group:

Marketing

For this role, we’re looking for a dynamic, thoughtful marketer who is passionate about nurturing and deepening relationships with customers — someone who understands the power of well-timed, personalized outreach and knows how to deliver that outreach for maximum impact.

This role is responsible for developing and executing revenue-oriented marketing retention strategies, using a variety of different data streams, to maximize customer engagement and retention throughout the entire customer journey. This position requires a strong understanding of customer behavior, as well as the ability to take advantage of marketing automation tools to create personalized experiences, across a variety of channels and platforms. This role collaborates extensively with cross-functional teams to build omni-channel customer journeys and automation-driven experiences, execute retention campaigns, drive strategic marketing plans and glean insights to inform future planning. Specifically, the person in role will maintain an understanding of the BMO Deposit products (checking and savings) to produce effective and integrated retention and lifecycle efforts that drive engagement and limit attrition across a variety of segments, and entry points.

Lifecycle & Retention Strategy and Execution (70%)

• Develops and executes customer lifecycle marketing strategies – inclusive of targeted promo offers, email journeys, BMO digital banking assets, direct mailers and SMS, among other channels – that increase customer engagement, digital adoption, cross-sell, and retention.

• Manages strategic briefs, tactical plans, schedules, and budgets.

• Analyzes customer preferences, behavior, and past interactions to inform marketing strategy, and develop highly targeted communications across the customer’s entire journey.

• Creates and manages customer segmentation and targeting strategies to optimize the customer journey.

• Presents marketing strategies and reporting effectively to senior leadership to assist in decision making.

Marketing Improvement/Growth & Innovation (20%)

• Develops and maintains a testing framework to continuously improve campaign performance and customer experience.

• Breaks down strategic problems and analyzes data to provide insights and optimizations.

• Monitors progress against milestones and implements adjustments as necessary to meet business objectives.

• Consults/assists in the building and production of reports and dashboards, ensuring we understand the business impact and trends of our communications.

• Connects work to BMO’s purpose, values and strategy, and role models BMO values and behaviours in all that they do.

Cross-Team Collaboration (10%)

• Coordinates and engages with other P&BB Marketing team members to deliver on broader retention goals, aligned to larger P&BB One Customer approach

• Collaborates with internal and external teams, including product, design, email distribution, analytics and vendors, to develop and execute tactical details of integrated marketing campaigns.

Qualifications:

• 6+ years of relevant experience and post-secondary degree in related field of study.

• Bachelor’s degree in marketing, advertising or communications, or related field. MBA or related graduate degree, preferred.

• Lifecycle experience

• Advanced experience in developing Marketing and Customer Communications plans.

• Advertising and/or creative agency experience an asset. Financial services marketing and advertising, preferred.

• Advanced verbal and written communication skills.

• Deadline-driven; possess the ability to be proactive, forward-thinking, and resourceful. Exceptional project management skills and attention to detail are required. Advanced experience with Workfront or similar project management software is highly preferred.

• Strong interpersonal skills; team player with the ability to merge varying points-of-view and build partnerships to get things done. You bring a collaborative working style to all that you do, and are able to influence meaningful action and change within a large, matrixed organization.

• Creative problem-solving skills and excellent creative sensibilities: well-developed ability to evaluate whether creative meets strategic objectives and brand standards.

• Results-driven: Adept at gathering and analyzing data to gain insight into what works, and develop recommendations to optimize market