Manager - NewtoInvestment Lifecycle

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This is a hybrid role in Toronto

Manager, New‑to‑Investment Lifecycle

Location: Toronto, ON
Team: Customer Lifecycle Management
Reports to: Senior Manager, New‑to‑Investment Lifecycle (Customer Lifecycle Management & Strategy)

Role Summary

The Manager, New‑to‑Investment Lifecycle is accountable for supporting the design, build, and ongoing optimization of the New‑to‑Investment Lifecycle journey, a priority initiative focused on accelerating investment adoption and deepening customer relationships across the retail bank.

This role plays a critical part in translating strategy into execution, working across Product, Marketing, Campaign Strategy & Execution, Analytics, Digital, and Frontline teams to deliver a seamless, high-impact customer experience. The Manager will contribute to shaping the journey roadmap, defining key initiatives, and driving delivery against measurable business outcomes such as investment penetration, primacy, engagement, and share of wallet.

Operating in a dynamic and evolving environment, this role requires both strategic thinking and strong execution capability, with a focus on building scalable solutions that can grow and adapt over time.

Key Accountabilities

Journey Strategy & Design

• Support the development and evolution of the New‑to‑Investment Lifecycle strategy and roadmap
• Contribute to defining key moments of need, customer segments, and lifecycle opportunities
• Help identify and prioritize initiatives that drive investment onboarding, early engagement, and sustained growth
• Ensure journey design aligns with broader retail banking, product, and customer experience strategies

Program & Initiative Delivery

• Lead and support the end-to-end execution of lifecycle initiatives, from concept through launch and optimization
• Translate strategic priorities into clear execution plans, requirements, and deliverables
• Coordinate across cross-functional teams to ensure timely and high-quality delivery
• Proactively identify risks, dependencies, and blockers, and work to resolve them

Customer Experience & Engagement

• Support the design of end-to-end customer experiences across digital, frontline, and assisted channels
• Contribute to development of value propositions, offers, and communications that drive investment adoption
• Ensure consistency and alignment in customer experience across different touchpoints
• Incorporate customer insights and behavioral principles to influence engagement and decision-making

Performance Management & Optimization

• Define and track key performance indicators (KPIs) for the journey (e.g., investment adoption, engagement, product penetration)
• Analyze performance data to identify trends, gaps, and opportunities for improvement
• Support ongoing test-and-learn and optimization efforts
• Help translate insights into actionable recommendations and roadmap enhancements

Stakeholder Collaboration

• Partner closely with Product, Campaign Strategy & Execution, Marketing, Analytics, Digital, and Frontline teams to deliver integrated solutions
• Support alignment across stakeholders to ensure shared ownership and execution of initiatives
• Contribute to working groups, forums, and governance processes within CLM
• Communicate progress, insights, and recommendations clearly to stakeholders

Operating Model & Enablement

• Support the implementation of the CLM operating model, including stage gates, deliverables, and governance processes
• Contribute to building repeatable frameworks, tools, and best practices for lifecycle delivery
• Help ensure initiatives are set up for scalability, sustainability, and long-term impact

Risk & Governance

• Ensure initiatives align with BMO’s risk management framework and regulatory requirements
• Identify and escalate risks related to customer outcomes, delivery, or operational execution
• Support adherence to governance standards across all initiatives

Qualifications & Experience

Experience

• Typically 4–7 years of experience in retail banking, strategy, product, customer experience, or consulting
• Experience supporting or leading cross-functional initiatives or programs
• Strong ability to manage multiple priorities and work in a fast-paced, evolving environment
• Experience working with data and insights to inform decision-making

Education

• Post-secondary degree in Business, Commerce, Engineering, or a related field
• MBA or advanced degree is an asset

Core Capabilities

• Strategic thinking and structured problem-solving – Strong
• Program and initiative delivery – Strong
• Customer experience and lifecycle thinking – Strong
• Data-driven decision making – Strong
• Stakeholder collaboration and influence – Strong
• Communication and storytelling – Strong
• Ability to manage ambiguity and evolving scope – Strong

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.