Senior Manager, Value Proposition

Bank of Montreal; Canada; Hybrid; CAD 94,000 - 176,000; Full time

Job summary

A leading financial institution in Canada is seeking an experienced Senior Manager, Value Proposition. You will lead product management initiatives, focusing on customer engagement and driving adoption of innovative financial tools. The ideal candidate has over 7 years of experience in product management, strong analytical skills, and a proven ability to influence stakeholders. This role requires a major presence in Toronto, ON, with significant responsibilities across various departments.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Qualifications

• 7+ years of relevant experience ideally in financial services.
• Experience in product management and customer journeys.
• Ability to develop and articulate recommendations to stakeholders.

Responsibilities

• Lead a team responsible for product management and strategy.
• Develop and monitor customer engagement and deposit growth.
• Collaborate across various departments for campaign optimization.

Skills

Product management

Customer acquisition

Analytical skills

Communication skills

Team collaboration

Data-driven decision making

Education

Post-secondary degree in related field

Tools

Excel

PowerPoint

Job description

Senior Manager, Value Proposition page is loaded

Senior Manager, Value Proposition

Apply locations Toronto, ON, CAN time type Full time posted on Posted Yesterday job requisition id R250018814

Application Deadline:

08/14/2025

Address:

33 Dundas Street West

Job Family Group:

Customer Solutions

This role will require 3-4 days a week in the Toronto office

The Senior Manager, Value Proposition and Product Management will lead a team responsible for delivering and managing products and experiences that help Canadian Personal Banking customers achieve Real Financial Progress.You will own My Financial Progress, BMO's recently launched goals planning tool, as well our award winning Goals Ecosystem in addition to other programs. Focus will be on driving adoption, engagement and monetization of these tools.

In addition, you will identify, assess, and implement other key proof points to build the roadmap for market differentiation and growth based on goals-based offerings.

This role requires a results-oriented, customer-centric leader with experience in product management and building personalized customer journeys via channels like email, and digital banking. You will collaborate with partners across the organization to build new and optimize existing campaigns, triggered journeys, and integration of Goals data into leads programs.

These projects will be conducted in collaboration with Products teams, Digital, Marketing, Analytics, Customer Segments, Customer Loyalty & Salesforce Enablement, Virtual Connect and other partners.

Key Accountabilities:

• Product management and customer lifecycle management
• Strategy development
• Own the launch , go-to-market strategy, management, and be the voice of business on key RFP proof points
• Own goals-personalization strategy to enable relevant communications across customer experience and channels

• Develop quarterly and annual plans designed to optimize customer base outlook – increase deposits and PPC, promotion of loyalty programs, drive acquisitions etc.

• Develop reporting and executive level presentations to outline the strategy, share results and next steps

• Lead the implementation of key initiatives with large multi-functional teams, through ideation, requirements, implementation and change management

• Enable project prioritization and feasibility analysis via business casing, research and competitive scan

• Work with Product, Acquisition, Segment, Value Prop and Air Miles partners to design campaigns to drive acquisition and engagement

• Develop, launch and manage customer journeys specific to the Goals Program to drive customer engagement and deposit growth, present relevant financial literacy content and product offers, and drive digital adoption

• Collaborate with partners to integrate relevant Goals touchpoints into existing customer journeys

• Work with partners to assess and present campaign and journey results

• Develop and implement recommendations for campaign and journey optimization

Knowledge & Skills

• 7+ years relevant experience ideally in the financial services industry, and post-secondary degree in related field of study or an equivalent combination of education and experience.

• Personal Banking product management, customer acquisition, marketing, and customer loyalty experience would be an asset

• Strong business acumen and strategy development skills

• Highly developed analytical and problem-solving skills with an ability to assimilate a large amount of information to identity data driven action plans and build business cases to support recommended action plans

• Ability to develop recommendations and effectively articulate recommendations to senior stakeholders

• Ability to influence others to take action and to gain support for proposed initiatives

• Experience in the development and delivery of initiatives impacting people, processes, and technology

• Strong collaboration & team skills; with a focus on cross-group collaboration

• Exceptional oral and written communication skills

• Strong PowerPoint presentation skills

• Strong data management software skills (e.g. Excel pivot tables)

• Ability to manage ambiguity

• Influence 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.

Salary :

$94,600.00 - $176,000.00

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 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.

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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.