Bank of Montreal

Senior Manager, Next Best Offer

Bank of Montreal$86K — $160K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6-10+ years in marketing strategy, CRM, or customer optimization
  • Strong experience in financial services or regulated industries
  • Proven track record working with business and technical teams
  • Deep understanding of Next Best Action and customer lifecycle marketing
  • Experience with campaign management platforms like Salesforce Marketing Cloud or Adobe
  • Ability to bridge business needs and technical execution

Responsibilities

  • Act as business lead on projects enhancing marketing effectiveness
  • Connect across MarTech, Data & Analytics, and Marketing Operations teams
  • Evolve capabilities including AI-driven decisioning frameworks
  • Design customer decisioning processes and prioritization tactics
  • Operationalize decision logic with marketing technology platforms
  • Promote closed-loop measurement and continuous improvement
  • Deliver contextual and relevant customer interactions

Benefits

  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
  • Performance-based incentives and bonuses
  • Comprehensive total rewards package
Full Job Description
Application Deadline:

06/18/2026

Address:
33 Dundas Street West

Job Family Group:

Data Analytics & Reporting

This is a hybrid role requiring a minimum of 3 days in the Toronto office

We are seeking a Senior Manager, NBO to play a critical bridging role between Business, Marketing Technology, and advanced analytics/AI teams. This leader will help design, operationalize, and scale personalized customer engagement by translating business strategy into actionable decisioning frameworks and technical execution. This role is ideal for a hybrid strategist-operator who understands both how modern MarTech + AI ecosystems enable real-time decisioning at scale, and how to operationalize decision logic within execution platforms.

Responsibility & Accountabilities:

Bridge Business Strategy to Decisioning Execution
  • Act as the business-lead on project that advances our capabilities to deliver ecosystem that enhances marketing effectiveness across all channels, including emerging channels
  • Act as key connector across MarTech teams; Data & Analytics, ML/AI decisioning teams, Technology and Marketing Operations
  • Help evolve capabilities such as: Real-time signals and intent capture, Rules-based + AI-driven decisioning frameworks
  • Contribute to the design and evolution of customer decisioning processes, including: Trigger identification, Offer and action prioritization, Contact and engagement policies
  • Work closely with marketing operations and technology teams to operationalize decision logic within execution platforms
  • Advocate for closed-loop measurement and continuous optimization


Enable Personalized Customer Experiences
  • Support delivery of more contextual, relevant interactions
  • Ensure alignment between customer signals, decisioning logic, and channel execution
  • Contribute to improving consistency of personalization across touchpoints


Support Measurement and Optimization
  • Partner with analytics teams to track and interpret performance
  • Support test-and-learn initiatives to improve engagement outcomes and measure impact of NBO/NBA
  • Use insights to refine targeting and prioritization approaches


Collaborate and Influence
  • Work cross-functionally to align priorities across multiple teams
  • Communicate complex concepts in a clear, business-friendly way
  • Contribute to evolving customer decisioning practices and ways of working


Qualifications:

Experience:
  • 6-10+ years in marketing strategy, CRM, customer optimization, or MarTech
  • Strong experience in financial services or highly regulated industries
  • Proven experience working across: Business teams (Product, Sales, Channels), Technology / MarTech platforms, Data science / analytics teams


Core Skills:

>Deep understanding of:
  • Next Best Action / Offer frameworks
  • Customer lifecycle marketing and omni-channel engagement
  • Decisioning logic (rules + AI models)

>Experience with platforms such as:
  • Salesforce Marketing Cloud, Adobe,
  • Or similar Campaign management / decisioning tools (e.g., Pega, custom engines)

>Strong ability to translate between business requirements and technical implementation

>Leadership & Collaboration

>Analytical & Strategic Skills

>Ability to define value drivers and build business case

Nice to have:

>Exposure to Next Best Action / Offer concepts or decisioning frameworks

>Familiarity with AI/ML-driven marketing or personalization approaches, identity resolution and consent driven marketing

>Experience supporting Champion/Challenger or Optimization Programs

>Experience integrating decisioning with Digital Asset Management (DAM) and content system

Salary:

$86,000.00 - $160,000.00

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: https://jobs.bmo.com/global/en/Total-Rewards

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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