Address:

• Hybrid role - able to come to BMO Place office at least 3 days a week (subject to change in line with organizational policy). 

The Lifecycle Marketing Manager, Business Banking is accountable for executing marketing strategies to help drive business objectives for Canadian Business Banking customer onboarding, engagement and retention programs. The role will translate program strategies into solution and communication tactics that engage our clients to serve their needs and help increase profitable customer relationships. Within this role you will help develop and implement marketing strategies and communication materials across multiple channels and multiple tactics, while ensuring all marketing materials adhere to brand strategy and overall business objectives and is compliant with legal/regulatory disclosure requirements. The role is accountable to create communication programs and materials that are current, relevant and continually optimized to drive measurable impact against business results. 

Key Accountabilities:

Initiative/campaign planning & execution – 75%

• Execute strategic initiatives in collaboration with internal and external stakeholders
• Lead and manage the end-to-end development and delivery of marketing solutions to deliver campaigns, including planning, scheduling & establishing key milestones, copywriting, coordinating stakeholder reviews/approvals, translation, QA, monitoring and reporting
• Design and implement robust testing plans to continually optimize and drive incremental campaign performance
• Support business and product partners in communicating benefit, regulatory and product updates to clients
• Develop and manage internal communications plans to drive employee engagement and support of campaigns
• Monitor and track performance of initiatives with regular and ad-hoc reports and dashboards to present results to partners and executives, identify and address emerging issues and inform decision-making based on trends
• Exercise judgment to identify, diagnose, and solve problems within given parameters
• Critically review assets and provide feedback
• Maintain an understanding of the Canadian Business Banking organization to produce effective and integrated marketing solutions
• Manage cross-functional relationships across the Enterprise to leverage opportunities and services
• Act as a liaison between the business and internal marketing functions in order to provide input into the central marketing process and ensure alignment

Risk Management & Control – 10%

• Work with Legal and Compliance teams to ensure consumer-facing materials are compliant with current rules and regulations
• Manage audit requirements: ensure appropriate approvals are documented

Marketing planning – 10%

• Provide support and input in developing the annual marketing plan, including helping to determine business priorities and the best sequence for execution of Lifecyle strategy
• Analyze data and information to provide insights and recommendations
• Conduct research to support the planning process, including competitive intelligence, consumer insights, market trends, and other elements
• Monitor industry best practices and competitor activities related to customer lifecycle marketing

Budget Management – 5%

• Support management of marketing budget allocated for customer lifecycle marketing by tracking and reporting on spend to date as well as status against plan on regular basis

Qualifications:

• 4-6 years of relevant experience in marketing including managing marketing initiatives from concept to execution
• Experience with a variety of marketing disciplines, including Lifecycle and B2B marketing programs, customer relationship management (CRM) programs, email marketing, digital marketing, direct marketing and marketing analytics
• Technical proficiency gained through education and/or business experience
• Minimum undergraduate degree in business, marketing, commerce, finance or related discipline
• Marketing experience within a larger organization and/or with a sales force would be advantageous
• Financial industry knowledge/experience also beneficial

Skills

• You’re outcome-oriented, self-motivated and want to see your work have an impact
• You’re on the ball, with disciplined project & time management skills, as well as the ability to prioritize effectively to manage multiple assignments. You can mobilize teams and partners to drive meaningful action with pace, then keep them on track to deliver
• You’re a team player and can build effective relationships with internal/external stakeholders, including vendors, and suppliers, to drive collaboration & alignment, and ensure success is achieved as a team
• You’re a strong communicator (in person and in writing) and are able to articulate strategy & results to help inform decisions and optimizations.  Attention to detail with the ability to also see the bigger picture is a must
• You’re a customer champion with the instinct to think of the customer first and how to deliver the best customer experience
• You possess an innate curiosity, willingness to learn and challenge the status quo
• You posses strong quantitative and analytical skills with the ability to analyze performance and issues, build and share regular KPI reports, and consolidate learnings to drive data driven decision making
• You’re authentic, empathetic and seek to elevate the performance of those around you

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

About Us

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.

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.