Bank of Montreal

Director, Strategic Campaign Execution & Transformation

Bank of Montreal$110K — $192K *
Business Services
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 9+ years of relevant experience in data analytics and reporting roles.
  • Post-secondary degree in a related field or equivalent experience.
  • Expert in data visualization and storytelling techniques.
  • Strong problem-solving and creative thinking skills.
  • Seasoned expert with extensive industry knowledge and technical leadership.

Responsibilities

  • Lead the Build & Accelerate team to drive customer engagement initiatives.
  • Translate business strategy into scalable marketing solutions.
  • Execute omni-channel journey capabilities in collaboration with cross-functional teams.
  • Operationalize Next Best Offer strategies and advanced targeting initiatives.
  • Drive transformation projects in customer contact and technology enablement.
  • Build and lead a high-performing, innovative team.

Benefits

  • Health insurance coverage.
  • Tuition reimbursement programs.
  • Life and accident insurance.
  • Retirement savings plans with match.
  • Performance-based incentives and discretionary bonuses.
Full Job Description

Application Deadline:

07/29/2026

Address:

33 Dundas Street West

Job Family Group:

Data Analytics & Reporting

This is a hybrid role in Toronto

Key Responsibilities: 

  • Lead the Build & Accelerate team responsible for delivering strategic customer engagement initiatives, including NBO, customer journeys, personalization, and emerging capabilities. 
  • Translate business strategy into scalable campaign, journey, and technology-enabled solutions that support growth and customer experience objectives. 
  • Own execution of omni-channel journey capabilities across channels, partnering closely with Digital Commerce, Mobile App, Product, Technology, and Martech teams. 
  • Lead the execution and operationalization of Next Best Offer strategies and other advanced targeting and personalization initiatives. 
  • Partner with Campaign Operations, Campaign Measurement, and Always-On Campaign Execution teams to ensure new capabilities can be successfully scaled and operationalized. 
  • Drive Customer Contact Transformation initiatives, including business case development, process modernization, technology enablement, and operating model evolution. 
  • Build and lead a high-performing team focused on innovation, execution excellence, continuous improvement, and delivery of business outcomes. 

Leadership & Working Style 

  • Highly collaborative leader who builds strong partnerships across business, technology, analytics, product, and operations teams. 
  • Acts as a connector across functions, bringing stakeholders together to align priorities, solve problems, and deliver outcomes. 
  • Understands campaign, customer engagement, and marketing technologies and can translate business needs into scalable solutions. 
  • Demonstrates curiosity and a continuous improvement mindset, exploring new technologies, capabilities, and ways of working. 
  • Identifies opportunities to maximize value from existing platforms while helping shape future technology adoption and enablement. 
  • Influences without direct authority and effectively leads complex initiatives involving multiple stakeholders and teams. 
  • Fosters a culture of accountability, learning, innovation, partnership, and continuous improvement. 

Success Measures 

  • Successful delivery of strategic initiatives including NBO, journeys, personalization, and CCT. 
  • Improved speed-to-market for new campaigns and capabilities. 
  • Increased omni-channel orchestration and technology enablement. 
  • Strong partnership across Strategy, Operations, Measurement, Technology, and Business teams. 
  • Development of scalable, repeatable execution capabilities that support future growth. 

About the Role 

The Director, Strategic Campaign Execution & Transformation is a senior leadership role responsible for translating strategic priorities into scalable, omni-channel customer engagement capabilities. Reporting to the Head of Customer Contact Effectiveness, this leader owns the design, build, and implementation of new campaign execution capabilities across customer journeys, Next Best Offer (NBO), personalization initiatives, and Customer Contact Transformation (CCT). 

This role serves as the bridge between strategy and execution—turning business priorities into production-ready customer experiences enabled through technology, automation, orchestration, and agile delivery practices. The Director leads the strategic campaign build function, ensuring new capabilities are launched efficiently, governed effectively, and scaled across channels. 
 
Success in this role requires exceptional collaboration, influence, curiosity, and a strong understanding of technology. This leader will work across Marketing, Digital Commerce, Mobile, Product, Technology, Analytics, Measurement, and Operations teams to deliver integrated customer experiences and transformation initiatives. The ideal candidate challenges the status quo, identifies opportunities to maximize value from existing technology investments, evaluates emerging capabilities, and bridges the gap between business strategy, technology enablement, and execution. 

  • Builds various reporting dashboards using the most appropriate data extraction, data cleaning and data visualisation techniques.
  • Provides value through insights, reporting and data visualization techniques. Selects, configures and implements analytics solutions for consistency and repeatability.
  • Researches and applies continuous improvement in data visualization by identifying trends and patterns to transform raw data into actionable business insights.
  • Works with different teams, management and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization.
  • Translates business needs to technical specifications and evaluates existing data visualization systems in order to improve them.
  • Develops data visualizations of "large" amounts of data that facilitate the intuitive presentation of data to decision makers.
  • Documents data flow, systems and processes to improve the design, implementation and management of business/group processes.
  • Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences.
  • 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:

Advanced level of proficiency:

  • Technical design optimization.
  • Decision Making.
  • Systems Thinking.

Expert level of proficiency:

  • Data visualization.
  • Data storytelling.
  • Data mining.
  • Illustration.
  • Creative thinking.
  • Problem Solving.
  • Insights design.
  • Insights development and reporting.
  • Verbal & written communication skills.
  • Analytical and problem solving skills.
  • Collaboration & team skills; with a focus on cross-group collaboration.
  • Able to manage ambiguity.
  • Data driven decision making.
  • Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Seasoned expert with extensive industry knowledge.
  • Technical leader viewed as a thought leader for innovation.

Salary:

$110,500.00 - $192,500.00

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: 

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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