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Role Description

As a senior marketing manager, focusing on Business Banking, you’ll serve as the primary partner driving marketing strategy and tactical execution for all marketing initiatives and serve as the key liaison between our business partners, our marketing, and a variety of cross-team collaborative stakeholders to deliver successful client, account, balance and revenue growth for our Business Banking team. You’ll develop integrated, omnichannel marketing strategies and bring campaigns to life with a mix of agency and internal partners.

As part of our team of marketing managers, you’ll independently develop compelling, insight-driven briefs, as you produce effective marketing campaigns—from start to finish—that deliver not only on our marketing KPIs, but that drive our business KPIs forward, as well. You’ll collaborate across internal teams (Product, Compliance, Analytics, Legal, Creative, etc.) and our external agencies and vendor partners to ensure our client journeys are optimized and campaigns are flawless. You’ll also be responsible for evaluating our performance data, analyzing success and opportunities and surveying the competitive landscape to ensure our marketing persuades our clients to fully understand and appreciate how BMO helps them to make real financial progress—and encourages them to stay with BMO!  

Responsibilities – here are some of the things you’ll be doing in this role:

Marketing Campaign Implementation & Project Management

• Support onboarding, retention, cross-sell, engagement and loyalty campaigns for business banking clients, with tactics including direct mail, email, digital banking, etc.

• Own and maintain project briefs and timelines, calendars and task management systems—and coordinate with cross-functional partners, as needed

• Support the delivery of high-quality, on-time campaigns, journeys, and communications across print, digital, owned and in-branch channels  

• Track operational KPIs and prepare reporting for leadership 

• Support process improvement efforts (e.g., updating templates, documenting workflows, enhancing internal tools) and partner on budget management, as needed

• Serve as a day-to-day point of contact for assigned workstreams across creative, partner, legal and agency teams  

Cross-Functional Collaboration & Continuous Improvement

• Align to documented processes and create feedback loops to optimize performance.

• Surface and solve for executional bottlenecks and enable scale.

• Champion operational visibility and clarity across workstreams. 

• Contribute to process improvement efforts and team knowledge-sharing tools. 

Workfront Management

• Own all project management for campaign execution within our Workfront project management system.
• Build and maintain intake forms, project templates, workflows and reporting dashboards.

During your first 90 days, we expect you to independently seek onboarding support, proactively raise questions as they arise, and ensure you’re on the right track to:

Within the first 30 days:

• Position yourself as a consultative Partner:
  • Establish relationships with your business partners and key partner teams including marketing, product, channel execution partners, data partners, digital partner teams, social media, legal, compliance and other groups as needed, to successfully grow and retain our savings deposits in the U.S. 
  • Gain deep understanding of current workflows, intake and approval process.
  • Gain knowledge of BMO’s business banking, TPS and overall products and services.
  • Understand the current and future state for client journey(s).
  • Review, manage and support Workfront requests, templates, projects and begin to manage status and action/track projects.
• Independent Campaign Development & Execution
  • Lead the strategy, planning and execution of relationship marketing campaigns—across paid and owned channels—focusing on deepening and retaining our business client relationships.
  • Independently manage all business banking marketing projects in Workfront project management tool, including daily status updates, project management for the larger initiatives, and know how/when to escalate questions and reprioritize work with our leaders and partners, when needed, to ensure our partners can rely on us for on-time delivery and transparent and proactive communication.
• Marketing Performance Analysis
  • Assist with tracking and managing expenses and recording them at the cost center level with our accounting partners—and in our campaign analysis to evaluate and improve our ROMI, on an ongoing basis.

• Track and analyze marketing performance data on a weekly, monthly and quarterly basis to measure campaign effectiveness and identify opportunities for improvement. 

Within the first 60 days, you’ll also: 

• Position yourself as a consultative Partner:
  • Ability to independently support ongoing marketing campaigns including emails, DMs, and owned/paid channels, as needed.
  • Understand and support annual and quarterly marketing planning and reporting.
  • Identify emerging trends and opportunities from a variety of competitive intelligence tools, and our marketing campaign performance to better inform our decision-making—and find ways to bring these to leadership through clear, concise and impactful storytelling.
• Independent Campaign Development & Execution
  • Fully understand and participate in brief, project planning, campaign execution and all required partnership processes, meetings, etc. to produce compelling marketing campaigns at BMO.
  • Manage agency partners and identify, evaluate and implement marketing tactics and media opportunities (e.g.: retargeting, content distribution, mobile), and actively monitor programs to ensure that we are tracking toward our goals. 
• Marketing Performance Analysis
  • Monitor progress against campaign and overall marketing plan milestones,  and recommend and implement adjustments as necessary to meet business objectives on a monthly and quarterly basis.
  • Independently own and manage all cost center tracking tied to Business Banking relationship marketing spend.
  • Design and produce regular and ad-hoc reports and dashboards. 

Within the first 90 days, you’ll also: 

• Position yourself as a consultative Partner:
  • Fully execute all campaigns, flawlessly, and independently.
  • Have a deep understanding of the business goals and opportunities and where marketing can support future optimization.
  • Regularly contribute meaningful input for the planning and implementation of quarterly and annual marketing strategies and approaches.
• Independent Campaign Development & Execution
  • Have mastered the BMO process from idea generation, to campaign development, execution and delivery and analysis/reporting tied to annual and campaign KPIs.
  • Oversee the finalization and approval of messaging and creative assets.
  • Manage budget fully for your business area.
• Marketing Performance Analysis
  • Own all reporting execution for Business Banking Relationship Marketing.
  • Feel comfortable presenting monthly and quarterly marketing results to business partners and marketing colleagues and sharing data-driven insights about how our performance is informing future work.

Candidate Qualifications:

• Bachelor’s Degree in marketing, advertising, communications or a related field.
• 7 - 10 years of relevant experience in financial services marketing having demonstrated success fully owning marketing operations, project management and campaign delivery.
• Prior experience in regulated marketing preferred (e.g., finance, healthcare, insurance, etc.)
• Strong organizational and communication skills; ability to lead timelines, influence teams, and work across multiple stakeholders.
• Strong interpersonal skills: demonstrate a “team player” mentality with the ability to understand varying points-of-view and to build partnership that bring everyone together to get things done. Ability to identify more than one path to optimal outcome(s) and model flexibility to pivot on strategies as new data becomes available.
• Advanced verbal and written skills, required, with demonstrated success presenting to senior leadership and ability to influence meaningful action and change in a large, matrixed organization.
• Exceptional project management skills and deadline-driven with strong attention to detail are required with demonstrated ability to implement and improve marketing workflows. Advanced experience with Workfront software—both as a user, and as a project owner—highly preferred.
• A strong growth mindset and ability to approach obstacles and challenges positively with confidence—and a passion for helping teams to think creatively to work smarter, not harder.
• Results driven through creative problem-solving—adept at gathering and analyzing data to gain insights to drive data-driven and insight-informed recommendations.

• Comfortable working in constantly evolving, high-growth environments; comfortable with ambiguity and working in matrixed organizations. 
• Strong proficiency in Excel, PowerPoint and Word, SalesForce, and a knowledge of financial marketing platforms. 

Salary:

Pay Type:

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: