Sr. Manager - Customer Optimization & Strategic Initiatives

Application Deadline:

05/21/2025

Address:

VIRTUAL(R)35 - HomeRes - OH

Job Family Group:

Marketing

Provides advice and supports the marketing objectives of a business/group. Maintains an understanding of the business/group to produce effective and integrated marketing solutions. Creates, develops and executes marketing plans/strategies that are consistent with brand standards and align to strategic objectives. Develops, recommends and executes marketing plans for initiatives to include customer marketing and communications, integrated sales, promotion/incentive, acquisition/retention. Manages cross-functional relationships across business/groups to leverage opportunities and services. Acts as a liaison between the business, channel, marketing and product functions in order to provide input into the central customer optimization process and ensure alignment.

• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Acts as a subject matter expert on relevant regulations and policies.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Builds effective relationships with internal/external stakeholders and ensures alignment.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
• Monitors and tracks performance, and addresses any issues.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Leads/participates in the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Plans and controls unit operating expenses in accordance with forecasts.
• Makes recommendations to leaders on financial management processes based on changing requirements.
• Leads/participates in the design, implementation and management of core business/group processes.
• Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.
• Develops and implements short and long term plans/strategies, activation plans, schedules, budgets, communications and tactical plans, as required.
• Monitors progress against milestones, recommends and implements adjustments as necessary to meet business objectives.
• Oversees/coordinates the development and distribution of marketing solutions per assigned channels/media for campaigns, partnerships and special events/conferences.
• Develops and maintains relationships with internal/external partners to include vendors and suppliers.
• Identifies emerging issues and trends to inform decision-making.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically 7+ years of relevant experience and post-secondary degree in related field of study.
• Degree in business, marketing or communications.
• MBA an asset.
• Extensive knowledge of i