Manager, Campaign Strategy & Optimization, Business Banking

Bank of Montreal; Toronto; On-site; CAD 70,000 - 150,000; Full time

Benefits offered by this job

Health Insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

The Manager, Campaign Strategy & Optimization, Business Banking at Bank of Montreal will develop and optimize targeted, data‑driven campaign strategies that support growth and customer engagement across channels. You will translate lifecycle insights and moments of need into clear contact plans and campaigns.

You will collaborate with Product, Marketing, Analytics, Digital, and Channel teams to ensure prioritization, alignment, and execution, delivering measurable outcomes and value for clients

Qualifications

• 4–7 years of experience in marketing strategy or campaign strategy.
• Experience developing data‑driven, multi‑channel campaigns.
• Strong cross‑functional collaboration and stakeholder management.
• MBA or advanced degree is considered an asset.

Responsibilities

• Translate business strategies into targeted campaign strategies and contact plans.
• Define segmentation approaches and audience strategies aligned to objectives.
• Develop multi‑channel campaign strategies (email, digital, frontline).
• Lead optimization with A/B testing, sequencing, and channel mix.

Skills

Campaign strategy

Segmentation

Cross-functional collaboration

Optimization & performance

Channel strategy

Data-driven decision making

Lifecycle awareness

Education

Business/Marketing/Finance degree

Job description

Application Deadline: 09/19/2026 Address: 33 Dundas Street West Job Family Group: Strategy & Change

Key Accountabilities

• Campaign Strategy & Planning Translate business strategies, roadmaps, and moments of need into targeted campaign strategies and actionable contact plans Define segmentation approaches, targeting rules, and audience strategies aligned to business objectives Develop multi-channel campaign strategies (email, digital, frontline, etc.) to maximize engagement and effectiveness Ensure campaign strategies align with business priorities, lifecycle stages, and customer value
• Optimization & Performance Management Define and track campaign KPIs aligned to business outcomes (e.g., engagement, conversion, product adoption, incrementality, retention) Analyze campaign performance to identify opportunities, gaps, and optimization levers Lead test-and‑learn initiatives, including A/B testing, sequencing strategies, and channel mix optimization Continuously refine targeting, messaging, and channel strategies to improve performance
• Channel & Contact Strategy Governance Manage and optimize contact strategy across campaigns to ensure alignment and prioritization Coordinate communications to prevent overlap and deliver a consistent customer experience Optimize channel mix and communication frequency to balance business performance and customer needs Support the development and adoption of campaign strategy best practices and standards
• Cross-Functional Collaboration Collaborate with Campaign Strategy & Execution, Product, Marketing, Analytics, Digital, and Channel teams Ensure campaign strategies are clearly defined, actionable, and executable Align cross-functional teams on priorities, timelines, and dependencies to support delivery
• Operating Model & Continuous Improvement Contribute to the evolution of CLM campaign and journey operating models Develop and refine frameworks, playbooks, and templates to support campaign strategy development Promote scalability, consistency, and efficiency across campaigns Identify opportunities to leverage advanced analytics, automation, and personalization

Qualifications & Experience

• 4–7 years of experience in marketing strategy, campaign strategy, customer lifecycle management, or consulting
• Proven experience developing targeted, data-driven campaign strategies across multiple channels
• Strong experience working in cross-functional environments supporting complex initiatives
• Demonstrated ability to use data and insights to inform decision-making and optimization
• Post‑secondary degree in Business, Marketing, Finance, Commerce, or a related field MBA or advanced degree is considered an asset

Core Capabilities

• Campaign strategy and contact planning
• Customer segmentation and personalization

Role Summary

The Manager, Campaign Strategy & Optimization, Business Banking is responsible for developing and optimizing targeted, data-driven campaign strategies that support the Business Banking Segment in achieving its strategic growth, customer engagement, and product adoption objectives. This role acts as a critical bridge between Product Owners and Campaign Strategy & Execution teams, translating lifecycle strategies, customer insights, and moments of need into clear, actionable contact strategies and campaign plans across channels. Working closely with multiple stakeholders (e.g., Marketing, Product, Technology & Data Analytics Team), the Manager ensures campaigns are effectively prioritized, orchestrated, and continuously optimized to drive measurable outcomes, including engagement, product adoption, primacy, and share of wallet. This position requires a strategic thinker with strong execution capabilities, deep expertise in customer segmentation and campaign design, and the ability to operate in a fast‑paced, cross‑functional environment.

Salary and Pay

Salary: $70,000.00 – $150,000.00 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.

Benefits

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 Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.