Role Summary

We are seeking a high-performing analytics professional to join the Wealth Digital, Data & Analytics team. This role is accountable for translating data into actionable insights that drive campaign effectiveness, lead optimization, and revenue growth across the Private Wealth channel.

The role will sit on the Wealth Data and Analytics team and support the Leads and Campaign team with proactive, actionable insights across all products and phases of the funnel from awareness, consideration, and acquisition through to lifecycle and loyalty. The successful candidate will be able to go beyond analytics/reporting to provide actionable insights to senior leadership.

Key Accountabilities Campaign Strategy and Execution

- Take the lead supporting PW business. Ability to think strategically and work independently.
- Manage End to End Campaign Execution from Pre-Sizing, Data processing, Channel Execution and Campaign Monitoring.
- Work with internal clients and diverse stakeholders to understand their business objectives, scope and KPIs and translate them into digital measurement plans and data collection strategies.
- Deliver dashboards, reporting, and insights that inform decisions and improve campaign outcomes.
- Manage and enhance daily/weekly/monthly channel reporting to provide results and context to deliver actionable insights to senior management, not just reporting data.
- Enhance and automate reporting processes to improve efficiency and scalability.
- Manage competing priorities and ad-hoc analytics requests.

Campaign & Journey Enablement
- Enable test‑and‑learn experimentation to continuously refine lead effectiveness across different client lifecycle stages.




- Ensure consistent execution standards and governance across the Wealth campaign portfolio.
- Uncover and identify opportunities to improve the customer experience by leveraging statistical approaches against multiple sources of data including internal sales/transactions and external party data/benchmarks.
- Research, design, and implement reporting infrastructure that leads to automated and flexible reporting.

Analytics, Measurement & Insights
- Establish clear performance measurement frameworks for leads and campaigns, tracking impact on revenue, asset flows, lifecycle progression, and client engagement.
- Deliver insights on lead source effectiveness, advisor uptake, cross‑line‑of‑business opportunities, and share‑of‑wallet expansion.
- Surface emerging risks and opportunities (for example external outflows, ownership transitions, and lifecycle gaps) through advanced client analysis.
- Drive recent insights that result in the creation or expansion of lead and campaign programs supporting improved client outcomes and long‑term value.

Stakeholder & Cross‑LOB Partnership
- Act as a thought partner to Wealth, Private Banking from growth, client lifecycle, and experience strategy.
- Collaborate closely with Data & Analytics, Marketing, Technology, Journey, and Sales Enablement teams to deliver seamless, end‑to‑end client experiences.




- Present insights, recommendations, campaign performance, and lifecycle outcomes to senior leadership and executive forums.
- Ensure campaign plans, performance, client experience outcomes, and share‑of‑wallet opportunities shared proactively with stakeholders.

Skills & Experience
- 4–7 years of experience in analytics, marketing, client strategy, or data driven decisioning within financial services.
- Excellent proficiency in working with large datasets using tools such as SQL, Enterprise SAS, or similar. AWS experience also preferred.
- Experience with data visualization tools such as Power BI or Tableau.
- Strong understanding of Wealth Management clients, products, advisor led distribution, client lifecycle dynamics, and campaign driven growth models.
- Proven ability to translate advanced analytics into practical, scalable business actions that improve client experience and share of wallet.
- Experience with campaign analytics, lead management, lifecycle measurement, and performance frameworks.
- Excellent executive communication and stakeholder management skills.
- Demonstrated delivery ownership, future-driven and continuous improvement mindset.

Salary

$69,000.00 - $129,000.00

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 Financi

📌 Manager, Wealth Leads (Toronto)
🏢 BMO Financial Group
📍 Toronto