Manager, New‑to‑Investment LifecycleThis is a hybrid role in TorontoLocation: Toronto, ONTeam: Customer Lifecycle ManagementReports to: Senior Manager, New‑to‑Investment Lifecycle (Customer Lifecycle Management & Strategy)Role SummaryThe 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 AccountabilitiesJourney Strategy & DesignSupport the development and evolution of the New‑to‑Investment Lifecycle strategy and roadmapContribute to defining key moments of need, customer segments, and lifecycle opportunitiesHelp identify and prioritize initiatives that drive investment onboarding, early engagement, and sustained growthEnsure journey design aligns with broader retail banking, product, and customer experience strategiesProgram & Initiative DeliveryLead and support the end-to-end execution of lifecycle initiatives, from concept through launch and optimizationTranslate strategic priorities into clear execution plans, requirements, and deliverablesCoordinate across cross-functional teams to ensure timely and high-quality deliveryProactively identify risks, dependencies, and blockers, and work to resolve themCustomer Experience & EngagementSupport the design of end-to-end customer experiences across digital,



frontline, and assisted channelsContribute to development of value propositions, offers, and communications that drive investment adoptionEnsure consistency and alignment in customer experience across different touchpointsIncorporate customer insights and behavioral principles to influence engagement and decision‑makingPerformance Management & OptimizationDefine 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 improvementSupport ongoing test‑and‑learn and optimization effortsHelp translate insights into actionable recommendations and roadmap enhancementsStakeholder CollaborationPartner closely with Product, Campaign Strategy & Execution, Marketing, Analytics, Digital, and Frontline teams to deliver integrated solutionsSupport alignment across stakeholders to ensure shared ownership and execution of initiativesContribute to working groups, forums, and governance processes within CLMCommunicate progress, insights, and recommendations clearly to stakeholdersOperating Model & EnablementSupport the implementation of the CLM operating model, including stage gates, deliverables, and governance processesContribute to building repeatable frameworks, tools, and best practices for lifecycle deliveryHelp ensure initiatives are set up for scalability, sustainability, and long‑term impactRisk & GovernanceEnsure initiatives align with BMO’s risk management framework and regulatory requirementsIdentify and elevate risks related to customer outcomes, delivery,



or operational executionSupport adherence to governance standards across all initiativesQualifications & ExperienceExperienceTypically 4-7 years of experience in retail banking, strategy, product, customer experience, or consultingExperience supporting or leading cross‑functional initiatives or programsStrong ability to manage multiple priorities and work in a rapid‑paced, evolving environmentExperience working with data and insights to inform decision‑makingEducationPost‑secondary degree in Business, Commerce, Engineering, or a related fieldMBA or advanced degree is an assetCore CapabilitiesStrategic thinking and structured problem‑solving - StrongProgram and initiative delivery - StrongCustomer experience and lifecycle thinking - StrongData‑driven decision making - StrongStakeholder collaboration and influence - StrongCommunication and storytelling - StrongAbility to manage ambiguity and evolving scope - StrongSalaire :$75,900.00 - $141,900.00Type de rémunération :SalaireCe qui précède représente la fourchette et le type de rémunération de BMO Groupe financier.Les salaires varieront en fonction de facteurs comme l’emplacement, les compétences, l’expérience, les études et les qualifications pour le poste et pourront inclure une structure de commissions. Les salaires pour les postes à temps partiel seront calculés au prorata du nombre d’heures travaillées régulièrement. Pour les rôles à commission, le salaire susmentionné représente la cible de BMO Groupe financier pour la première année au poste.La rémunération totale offerte par BMO variera selon le type de rémunération associé au poste et peut comprendre des primes de rendement, des primes discrétionnaires ainsi que d’autres avantages et récompenses. BMO offre également une assurance santé, le remboursement des frais de scolarité, une assurance accident et une assurance vie, ainsi que des régimes d’épargne‑retraite. Pour en savoir plus sur nos avantages sociaux, consultez le site : https://jobs.Bmo.Com/ca/fr/R%C3%A9mun%C3%A9ration-globale#J-18808-Ljbffr

📌 Manager - New‑to‑investment Lifecycle - C$75,900 - C$141,900 A Year (Winnipeg)
🏢 BMO Groupe financier
📍 Winnipeg