Bank of Montreal

Manager, Campaign Strategy & Optimization, Business Banking

Bank of Montreal$70K — $150K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4–7 years of experience in marketing strategy or consulting
  • Proven ability in developing data-driven campaign strategies
  • Strong experience in cross-functional collaboration
  • Expertise in using data for decision-making and optimization
  • Post-secondary degree in Business, Marketing, Finance, or related field

Responsibilities

  • Develop targeted, multi-channel campaign strategies
  • Define audience segmentation and targeting rules
  • Track and analyze campaign performance KPIs
  • Lead test-and-learn initiatives for optimization
  • Coordinate cross-functional communication across teams

Benefits

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

Application Deadline:

09/19/2026

Address:

33 Dundas Street West

Job Family Group:

Strategy & Change

Key Accountabilities


Campaign Strategy & Planning

  • Translate business strategies, roadmaps, and moments of need into targeted campaign strategies and actionable contact plans
  • Define segmentation approaches, targeting rules, and audience strategies aligned to business objectives
  • Develop multi-channel campaign strategies (email, digital, frontline, etc.) to maximize engagement and effectiveness
  • Ensure campaign strategies align with business priorities, lifecycle stages, and customer value

Optimization & Performance Management

  • Define and track campaign KPIs aligned to business outcomes (e.g., engagement, conversion, product adoption, incrementality, retention)
  • Analyze campaign performance to identify opportunities, gaps, and optimization levers
  • Lead test-and-learn initiatives, including A/B testing, sequencing strategies, and channel mix optimization
  • Continuously refine targeting, messaging, and channel strategies to improve performance

Channel & Contact Strategy Governance

  • Manage and optimize contact strategy across campaigns to ensure alignment and prioritization
  • Coordinate communications to prevent overlap and deliver a consistent customer experience
  • Optimize channel mix and communication frequency to balance business performance and customer needs
  • Support the development and adoption of campaign strategy best practices and standards

Cross-Functional Collaboration

  • Collaborate with Campaign Strategy & Execution, Product, Marketing, Analytics, Digital, and Channel teams
  • Ensure campaign strategies are clearly defined, actionable, and executable
  • Align cross-functional teams on priorities, timelines, and dependencies to support delivery

Operating Model & Continuous Improvement

  • Contribute to the evolution of CLM campaign and journey operating models
  • Develop and refine frameworks, playbooks, and templates to support campaign strategy development
  • Promote scalability, consistency, and efficiency across campaigns
  • Identify opportunities to leverage advanced analytics, automation, and personalization

Qualifications & Experience

  • 4–7 years of experience in marketing strategy, campaign strategy, customer lifecycle management, or consulting
  • Proven experience developing targeted, data-driven campaign strategies across multiple channels
  • Strong experience working in cross-functional environments supporting complex initiatives
  • Demonstrated ability to use data and insights to inform decision-making and optimization

Education

  • Post-secondary degree in Business, Marketing, Finance, Commerce, or a related field
  • MBA or advanced degree is considered an asset

Core Capabilities

  • Campaign strategy and contact planning
  • Customer segmentation and personalization

Role Summary

The Manager, Campaign Strategy & Optimization, Business Banking is responsible for developing and optimizing targeted, data-driven campaign strategies that support the Business Banking Segment in achieving its strategic growth, customer engagement, and product adoption objectives.

This role acts as a critical bridge between Product Owners and Campaign Strategy & Execution teams, translating lifecycle strategies, customer insights, and moments of need into clear, actionable contact strategies and campaign plans across channels.

Working closely with multiple stakeholders (e.g., Marketing, Product, Technology & Data Analytics Team), the Manager ensures campaigns are effectively prioritized, orchestrated, and continuously optimized to drive measurable outcomes, including engagement, product adoption, primacy, and share of wallet.

This position requires a strategic thinker with strong execution capabilities, deep expertise in customer segmentation and campaign design, and the ability to operate in a fast-paced, cross-functional environment.

    Salary:

    $70,000.00 - $150,000.00

    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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