Bank of Montreal

Director, Client Experience Design

Bank of Montreal$120K — $215K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of relevant experience and a degree in Business or related field, or equivalent combination of education and experience.
  • Experience in developing customer acquisition and growth strategies.
  • Skilled in coordinating strategies with key stakeholders across the organization.
  • Knowledgeable about customer experience models and key customer touchpoints.
  • Technical leader with extensive industry knowledge.
  • Expert communication and analytical skills.
  • Proficient in data-driven decision making and managing ambiguity.

Responsibilities

  • Support growth of priority customer segments through integrated marketing and sales strategies.
  • Foster a culture of diversity and inclusion aligned with company values.
  • Manage team performance and recognize achievements while coaching for development.
  • Identify opportunities for short- and long-term value creation for target segments.
  • Design and implement strategies to enhance customer experience and loyalty.

Benefits

  • Health insurance coverage.
  • Tuition reimbursement programs.
  • Accident and life insurance.
  • Retirement savings plans with employer contributions.
Full Job Description

Application Deadline:

10/18/2026

Address:

100 King Street West

Job Family Group:

Customer Solutions

Supports the profitable acquisition and growth of priority customer segments through the development and execution of segment-driven integrated product, cross-channel, sales, marketing and pricing strategies. Supports the sustained growth of Key Performance Indicators (e.g., new customer acquisition targets, share of wallet growth, revenue and earnings, and segment engagement targets) to achieve customer acquisition and revenue growth targets.

  • 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.
  • Identifies short- and long-term value creation opportunities for target customer segments.
  • Recommends changes to maintain the overall business for the customer segment.
  • Designs and drives the customer experience strategy and customer loyalty measures/targets to deliver the desired customer experience.
  • Devises multiple actions to position the organization for ongoing growth and contributes to the long-term business success.
  • Addresses and resolves escalated strategic, systemic, or complex issues to retain customer segments.
  • Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
  • Develops an expert understanding of business/group challenges.
  • Networks with industry contacts to gather competitive insights and best practices.
  • Recommends measures to improve organizational effectiveness.
  • May consult to or serve on various committees and task forces.
  • Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
  • Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
  • Develops the business case by identifying needs, analyzing potential options, and assessing expected return on investment.
  • Builds effective relationships with 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.
  • Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
  • Develops and applies the framework for databases; oversees database management in adherence with data governance standards.
  • Monitors and tracks performance, and addresses any issues.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
  • Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
  • Develops communication processes and protocols that enable and support the delivery of the customer experience across distribution channels.
  • Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
  • Contributes to the development of customer experience blueprints for priority customer segments and customer value propositions to identify value-creation opportunities, such as new tools or services.
  • Coordinates streams of work with multiple internal partners (e.g., Product, Marketing, Sales, Pricing, Risk, Technology, Operations) to deliver a seamless customer experience.
  • Reviews the customer segments for effectiveness, considers industry trends to recommend and/or implement enhancements.
  • Works closely with the Enterprise Customer Experience team to design, develop, and implement customer experience tools and frameworks.
  • Analyzes trends, behaviors, and demographics to build increased understanding of customer needs and expectations, track performance, and address any issues.
  • influences others with or without formal authority to structure ideas or proposals that engages the agreement, commitment, and championship of others.
  • Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
  • Influences how teams/groups work together.
  • Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
  • Communicates abstract concepts in simple terms.
  • Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
  • Anticipates trends and responds by implementing appropriate changes.
  • Broader work or accountabilities may be assigned as needed.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

    Qualifications:

  • Typically 7+ years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience.
  • In-depth experience with developing customer acquisition, segmentation, and growth strategies and customer value propositions.
  • In-depth experience coordinating and executing customer strategies and value propositions with key stakeholders across the organization.
  • Solid knowledge of customer experience models, distribution channels, and key customer touch points.
  • Seasoned expert with extensive industry knowledge.
  • Technical leader viewed as a thought leader for innovation.
  • Verbal & written communication skills - Expert.
  • Analytical and problem solving skills - Expert.
  • Influence skills - Expert.
  • Collaboration & team skills; with a focus on cross-group collaboration - Expert.
  • Able to manage ambiguity.
  • Data driven decision making - Expert.

Salary:

$120,000.00 - $215,000.00

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 view more details of our benefits, please visit: 

About Bank of Montreal

The Bank of Montreal is a Canadian multinational investment bank and financial services company. It provides a wide range of personal and commercial banking, wealth management, and investment banking products and services. The bank had revenues of CAD 23.6 billion in 2020.
Learn more about Bank of Montreal
Size
45,454 employees
Market Cap
$60.9 billion
Industry
Founded
1817
5 Year Trend
+9.1%
NASDAQ

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