Senior Manager, Campaign Strategy and Optimization, Everyday Banking and Personal Lending

Role Overview

The Senior Manager of Campaign Strategy and Optimization is responsible for developing and executing a comprehensive strategy to deliver personalized, data-driven communications that enhance customer engagement, loyalty, and profitability. This role ensures all messaging aligns with the bank's brand, regulatory requirements, and customer experience objectives while leveraging advanced analytics and technology to optimize communication effectiveness.

This is a hybrid role in Toronto

The Senior Manager of Campaign Strategy and Optimization is responsible for developing and executing a comprehensive strategy to deliver personalized, data-driven communications that enhance customer engagement, loyalty, and profitability. This role ensures all messaging aligns with the bank's brand, regulatory requirements, and customer experience objectives while leveraging advanced analytics and technology to optimize communication effectiveness.

Key Responsibilities

• Strategic Leadership
  • Define and lead the Everyday Banking and Personal Lending targeted communication strategy across all customer segments and lifecycle stages.
  • Drive personalization initiatives using data insights, predictive modeling, and AI-driven tools.
  • Ensures targeted customer communications are aligned with the Line of Business (LOB) management team and business priorities.
  • Drive Customer Optimization and customer centric approach to targeted customer communications to optimize profit, customer and frontline experience.
• Customer Insights & Segmentation
  • Utilize customer data and behavioral analytics to design tailored campaigns that meet business objectives.
  • Oversee segmentation frameworks and ensure relevance of messaging for diverse customer profiles.
• Channel Management
  • Manage communications across channels (Branch, Direct Mail, Email, Mobile App, Web) and emerging channels.
  • Ensure omnichannel consistency and optimize channel mix for maximum engagement.
  • Manage Prioritization and optimization strategies within and across channels ensuring it aligns with the Next Best Offer strategy
• Compliance & Risk
  • Guarantee adherence to regulatory standards, privacy laws, and internal compliance policies.
  • Partner with Legal and Risk teams to mitigate communication-related risks.
  • Provides governance and subject matter expertise on data for the targeted customer communications
• Cross-Functional Collaboration
  • Leads a team that translates business requirements into targeted customer communication strategies ensuring business objectives are achieved while balancing both frontline and customer satisfaction and engagement.
  • Work closely with Marketing, Product, Technology, and Data Analytics teams to deliver integrated campaigns.
  • Influence senior stakeholders and align communication strategies with enterprise priorities.
  • Leads change management initiatives across the Data and Analytics team, advocating new analytical techniques and solutions to meet evolving business challenges.
• Performance Measurement
  • Establish KPIs for engagement, conversion, and retention.
  • Monitor campaign performance and implement continuous improvement strategies.
• Innovation & Technology
  • Champion new advanced technologies such as AI, machine learning, and automation for personalization including adoption of such technologies.
  • Stay ahead of industry trends and integrate best practices into communication strategies.
  • Determines new analytical data, models and tools to deliver increased revenue and Net Promoter Score (NPS).

Leadership

• Lead and develop the analytics team by setting clear objectives, providing performance feedback, and fostering a motivated, high-performing culture
• Manage a team of 3+ analytical and business professionals. Coach and develop your people, build trust, and have courageous conversations to hold team and individuals accountable for their responsibilities.

Qualifications

• Education: Bachelor's degree in Marketing, Business, Communications, or related field (Master's preferred) or equivalent experience
• Experience:
  • 10+ years in marketing or customer communications, with at least 5 years in a leadership role within financial services.
  • Proven track record in developing and executing targeted, data-driven communication strategies.
• Skills:
  • Strong leadership and stakeholder management.
  • Expertise in CRM systems, marketing automation platforms, and analytics tools.
  • Deep understanding of banking products, customer lifecycle, and regulatory environment.

Core Competencies

• Proficiency in digital marketing platforms, CRM systems, and analytics tools
• Strategic thinking and vision.
• Data-driven decision-making.
• Customer-centric mindset.
• Strong communication and influencing skills.
• Ability to lead change and drive innovation.
• Expertise in customer segmentation, data-driven marketing, and personalization strategies.
• Strong leadership and stakeholder management skills.
• Deep understanding of banking products, customer lifecycle, and regulatory environment.

Key Deliverables

• Annual targeted communication strategy and roadmap.
• Implementation of advanced personalization technologies.
• Compliance and risk management framework for communications.
• Optimization of targeted customer communications and associated profit and NPS results

Salary

$86,000.00 - $160,000.00

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 Financial Group's expected target for the first year in this position.

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.

To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.

To find out more visit us at https://jobs.bmo.com/ca/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

#J-18808-Ljbffr