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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 marketing effectiveness. Needs to demonstrate strong analytical and problem-solving skills and the interest in building and maintaining dashboards, reports and telling meaningful stories to leadership on a wide variety of teams that drive data-driven decisions.

+ Comfortable working in changing, high growth environments; comfortable with ambiguity and working in matrixed organizations.

+ Strong proficiency in Excel, PowerPoint and Word, and a knowledge of financial marketing platforms through FIS preferred.

Salary:

$72,500.00 - $134,500.00

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 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/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.

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.