The director defines and delivers what makes banking with BMO meaningfully different, helping customers make Real Financial Progress while driving acquisition, engagement, retention and relationship depth.
The role leads the strategy, development and execution of BMO's value-added services and experiences across key pillars such as goals, protection and beyond banking. The mandate brings together customer insights, product strategy, digital experiences, partnerships and enterprise capabilities to create distinctive experiences that extend beyond traditional banking products. The portfolio today includes award-winning capabilities such as My Financial Progress, Credit Coach, SmartProgress, Zogo as well as Beyond Banking Advantages ecosystem.
Looking for a strategic builder who is equally comfortable shaping a vision from a blank sheet, presenting a recommendation to senior executives, negotiating with an external partner and working through execution trade-offs with delivery teams.
Key Accountabilities
- Define and evolve the Personal Banking value proposition and a multi-year roadmap anchored in customer needs, competitive insight and business priorities.
- Develop business cases, investment recommendations and success metrics for the portfolio.
- Own and scale the Goals Ecosystem, including My Financial Progress and goal-based tools in branch and digital.
- Connect customer goals to relevant advice, products and experiences across channels, maximizing value to customer and the
📌 Director, Value Added Services and Beyond Banking (Toronto)
🏢 BMO
📍 Toronto
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