06/25/2026
Address:
33 Dundas Street West
Customer Solutions
The Senior Manager, Beyond Banking is responsible for identifying, developing, and managing strategic partnerships that extend the bank’s value proposition beyond traditional financial services for existing customers. This role focuses on delivering differentiated lifestyle benefits that deepen customer engagement, drive retention, and enhance overall customer value.
By collaborating across internal teams and external partners, the successful candidate will build a curated ecosystem of offerings that meet evolving customer needs across key lifestyle categories (e.g., travel, wellness, retail, home, mobility).
Key Accountabilities:
Partnership Strategy & Development
- Define and execute a Beyond Banking partnership strategy aligned to the bank’s broader value proposition and customer segments
- Identify, evaluate, and prioritize partnership opportunities that deliver meaningful lifestyle benefits to existing customers
- Build business cases, including customer impact, revenue potential, and strategic fit
- Negotiate commercial terms and establish partnership frameworks with external vendors and ecosystem partners
Ecosystem & Experience Design
- Design integrated customer experiences that embed partner benefits into the bank’s digital and physical channels
- Ensure partnerships are aligned to target customer needs and lifecycle moments
- Collaborate with product, digital, and marketing teams to deliver seamless and compelling customer journeys
Partnership Management
- Lead ongoing relationship management with key partners, ensuring delivery against agreed outcomes and service levels
- Monitor performance metrics (e.g., engagement, adoption, NPS, revenue contribution) and optimize partnerships accordingly
- Manage governance, risk, and compliance considerations, working closely with legal, procurement, and risk teams
Commercial & Performance Management
- Track and report on partnership performance, including financial and customer KPIs
- Identify opportunities to scale successful partnerships and sunset underperforming ones
- Drive continuous improvement through testing, insights, and customer feedback
Cross-Functional Leadership
- Act as a central connector across product, digital, marketing, analytics, and operations teams
- Influence senior stakeholders and align cross-functional priorities to support delivery
- Contribute to broader value proposition strategy and innovation roadmap
Knowledge & Skills
- 7–10+ years of experience in partnerships, business development, product management, or strategy (financial services experience preferred)
- Proven track record of sourcing, structuring, and managing strategic partnerships
- Strong commercial acumen, with experience building business cases and negotiating agreements
- Experience designing customer-centric solutions, ideally in digital or ecosystem-based environments
- Strong stakeholder management and influencing skills, including with senior leadership
- Ability to navigate complex organizations and drive cross-functional execution
$94,600.00 - $176,000.00
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:
