Head of Wealth Customer Optimization & Growth

BMO Financial Group; Toronto; On-site; CAD 180,000 - 200,000; Full time

Job summary

A leading financial institution in Toronto seeks an experienced individual to drive client optimization through advanced analytics and strategic analysis. The role involves leading a team that enhances client contact strategies and campaigns while fostering a high-performance culture. Candidates must have extensive knowledge in financial services, excellent strategic thinking skills, and at least 10 years of relevant experience. The position offers competitive salary and potential for valuable impact within a prominent organization.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Life insurance

Qualifications

• Extensive knowledge of business products, pricing and spread management.
• Ability to lead strategic analysis and ensure optimized client experiences.
• Expertise in campaign strategy and insights-driven contact management.

Responsibilities

• Lead analysis of digital interactions to optimize client contact strategies.
• Define client contact strategies for direct marketing leads.
• Develop client contact optimization frameworks for business growth.

Skills

Client Relationship Management

Statistical Analysis

Strategic Thinking

Risk Management

Financial Understanding

Education

Post secondary education or equivalent experience

10+ years experience in a financial services or related environment

Job description

A leading financial institution in Toronto seeks an experienced individual to drive client optimization through advanced analytics and strategic analysis. The role involves leading a team that enhances client contact strategies and campaigns while fostering a high-performance culture. Candidates must have extensive knowledge in financial services, excellent strategic thinking skills, and at least 10 years of relevant experience. The position offers competitive salary and potential for valuable impact within a prominent organization.