Customer Solutions Researches, defines, aligns, develops, and implements sales and marketing strategies to enable the sales force to effectively sell, fulfill, and service new and existing individual or portfolio of banking products and improve the customer experience. Carries out market research, forecasting, pricing, and competitive analysis, monitors product and system performance, and assesses problems to develop and implement solutions. Manages product risks in compliance with legal, regulatory, and risk compliance, and reporting.

Collaborates with internal partners across the enterprise to take products to market. Makes strategy and new initiative recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies.

May network with industry contacts to gain competitive insights and best practices. Assists in the development of strategic plans. Develops business cases by identifying needs, analyzing potential options, and assessing expected returns on investment.

Defines business requirements for analytics and reporting to ensure data insights inform business decision making. Oversees the development of business analytics and insights (e.g. portfolio profitability tracking, customer analytics, revenue forecasts, operations metrics, trend analytics, and predictive modelling). Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.

Monitors and tracks performance, and addresses any issues. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. assesses and adapts as needed to ensure quality of execution. Provides input into the planning and implementation of operational programs.

Conducts complex market research, competitive intelligence, and data analysis. Assesses customer/consumer and channels analysis and develops recommendations. Monitors key product performance and growth metrics to identify trends and recommend action plans.

Resolves internal, complex or higher risk customer escalations or policy exceptions, which may include interactions with clients and sales. Reviews analysis of issues and identifies gaps and solutions. Provides competitive analysis and benchmarking to identify product strengths and gaps, and extract insights.





Analyzes customer/consumer insights and channel data to identify strengths and gaps, and extract insights. Completes internal and regulatory reporting, and attestations. Identifies existing and potential risks and develops risk management controls and processes.

Develops and maintains product directives and policies. Supports development of key metrics and identification of trends. Gathers customer and sales feedback and analyzes issues. Participates in and evaluates market research and competitive analysis associated with assigned products.

Participates in and evaluates customer/consumer insights and channels information. supports the implementation, maintenance, and sustainment of vendor solutions. Resolves internal, first level customer escalations. Leads/participates in the design, implementation, and management of core business/group processes.

Gathers basic market research and competitive intelligence, including pricing, from publicly available information. Runs analyses and reports that support risk management and policy development. Defines and implements business cases and strategic roadmaps for banking products and services, including project and budget approvals.

Develops, implements, and monitors key metrics and action plans to optimize financial performance Continuously improves processes to identify issues and deliver optimal customer experience. Works with partners to develop salesforce training and materials and manages change. May support the sales team in development of client deals and related presentations.

Creates the marketing strategy, including offers and campaigns, and works with Marketing and other partners to execute. Influences and/or determines credit product risk parameters and metrics. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.

Implements changes in response to shifting trends. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role,



in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Typically 7+ years of relevant business and/or Trade Finance experience and post‑secondary degree in Business or a related field of study or an equivalent combination of education and experience.

Robust knowledge of international financial transactions and trade practices. Subject specific knowledge – trade finance, supply chain finance/solutions, commodity trade finance Must possess the ability to communicate in a professional and knowledgeable manner with senior levels within the Bank, LOB Relationship Management and, when required, externally with vendors and clients. In-depth risk management associated with new and existing product development and management.

Strong knowledge of banking product management and associated industry and regulatory requirements. Building business cases - in-depth Researching market trends – in-depth Product marketing – in-depth Software and systems architecture knowledge – good/in-depth Data driven decision making - In-depth / Expert. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked.

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. It calls on us to create lasting, positive change for our customers, our communities and our people.

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.

Accommodations are available on request for candidates taking part in all aspects of the selection process. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #

📌 Senior Product Manager, Trade Finance (Toronto)
🏢 BMO
📍 Toronto