Shape BMO’s value-added services strategy through customer insights, product development, and partnerships at 33 Dundas Street West. Drive meaningful banking experiences.

As Director, Value Added Services and Beyond Banking, you will define Personal Banking’s value proposition and multi-year roadmap. The mandate spans goals, protection, financial education, digital experiences, partnerships, and beyond banking benefits. You will guide capabilities including My Financial Progress, Credit Coach, SmartProgress, Zogo, and the Beyond Banking Benefits ecosystem.

Key Responsibilities

Define Personal Banking’s value proposition and multi-year roadmap

Develop business cases, investment recommendations, and success metrics

Scale My Financial Progress and goal-based tools

Drive digital adoption, engagement,



and customer relationship depth

Negotiate strategic partnerships and manage vendor performance

Requirements

Undergraduate degree and MBA from a top tier school

10+ years in strategy, product, partnerships, or customer experience

Experience launching new propositions from concept to scale

Robust commercial acumen and partnership negotiation skills

Executive communication and cross-functional leadership experience

Lead BMO’s value-added services portfolio by combining strategy, customer insight, commercial judgment, and disciplined execution.

📌 Director Value Added Services Strategy (Toronto)
🏢 BMO
📍 Toronto