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Role Summary

The Senior Manager, Wealth Growth & Analytics is accountable for revenue generation through analytics‑led client acquisition, lifecycle management, lead optimization, and campaign enablement across BMO Wealth Management.

Working in close partnership with business leaders, this role translates data, market insights, and stakeholder input into clear strategies and actionable growth opportunities, leading end‑to‑end insight generation and translating performance insights into improved targeting, strategies, and program design. It also plays a key role in developing AI‑enabled insights and advancing data‑driven capabilities.

The role develops robust tracking of campaign, journey, and channel performance, enabling closed‑loop learning and continuous improvement in outcomes, and is central to advancing Ambition 2030 priorities.

Strategy, Insights & Growth

• Translate data, client behaviour, and market insights into prioritized growth strategies and opportunities.
• Define targeting approaches and client strategies across acquisition, deepening, retention, and key lifecycle events.
• Convert insights into scalable programs, use cases, and business recommendations.
• Act as a trusted advisor to senior leaders on growth priorities and investment decisions.
• Advance autonomous data analytics and agentic insight generation capabilities

Analytics, Measurement & Performance

• Develop and maintain robust tracking frameworks across campaigns, journeys, leads, and channels.
• Define clear KPIs and measurement approaches linked to revenue and client outcomes.
• Conduct deep‑dive performance analysis to identify drivers, gaps, and optimization opportunities.
• Lead post‑campaign and program reviews, ensuring insights are applied to improve future outcomes.
• Drive closed‑loop learning to continuously refine targeting, programs, and strategies.
• Identify and lead initiatives to develop AI‑enabled insights that improve understanding of client behaviour and support better decision making.

Lead Strategy & Program Design and Execution

• Own and evolve the Wealth‑wide lead and targeting strategy aligned to priority segments and One Client objectives.
• Partner with business and execution teams to design effective lead programs and client journeys.
• Enable test‑and‑learn approaches (e.g., segmentation, experimentation) to improve program effectiveness.
• Ensure all programs are built with clear measurement and feedback loops.
• Build and advance automation and agentic capabilities to improve execution speed and scalability

Campaign & Journey Optimization

• Provide insights to improve campaign and client journey effectiveness across channels.
• Identify opportunities to enhance relevance, timing, segmentation, and channel mix.
• Partner with execution teams to ensure performance insights inform ongoing optimization.

Analytics & Data Leadership

• Lead development of analytics, reporting, and visualization capabilities to support decision making.
• Integrate data across sources to enable a holistic view of client and business performance.
• Ensure data quality, governance, and validation standards are maintained.
• Enable self‑serve insights and tools for business stakeholders.

Stakeholder & Cross‑LOB Partnership

• Act as a thought partner to business stakeholders on growth and lifecycle strategy.
• Collaborate closely with cross-functional teams to deliver seamless end‑to‑end client experiences.
• Present insights, recommendations, campaign performance, and lifecycle outcomes to senior leadership and executive forums.
• Ensure stakeholders have clear visibility into campaign plans, performance outcomes, client experience, and growth opportunities.

People & Capability Leadership

• Lead and develop a team focused on strategy, insights, and analytics excellence.
• Build capabilities in translating analytics into business impact.
• Drive standardization of tools, frameworks, and best practices.
• Ensure strong governance, risk management, documentation, and audit readiness.
• Foster a culture of ownership, curiosity, and continuous improvement, role‑modelling expected behaviours.

Qualifications

• 8+ years in analytics, strategy, or data‑driven decisioning.
• Proven ability to translate analytics into strategies and measurable business outcomes.
• Strong experience with data analysis and visualization tools (SQL, SAS, Python, Tableau, Power BI).
• Understanding of AI and agentic applications and their potential use in analytics and decisioning is preferred.
• Experience in campaign measurement, lead strategy, and lifecycle analytics.
• Familiarity with CRM platforms (e.g., Salesforce) and data environments (AWS preferred).
• Strong stakeholder management and executive communication skills.
• Understanding of Wealth Management client dynamics and growth drivers.
• Demonstrated people leadership and delivery ownership.
• Comfortable operating in complex, fast‑moving environments.
• Expert‑level skills in senior leadership communication, stakeholder influence, and cross‑functional collaboration.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem-solving skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.
• Demonstrated people leadership, delivery ownership, and enterprise mindset.