Job Description
Lead BMO's New-to-Investment Lifecycle efforts in Toronto, ON, by optimizing customer engagement and investment initiatives. Drive seamless customer experiences through strategic execution and cross-functional collaboration.
As the Manager, New-to-Investment Lifecycle, you will play a pivotal role in enhancing customer relationships at BMO. This role involves developing strategies, managing lifecycle initiatives, and ensuring alignment with retail banking objectives. Your expertise in data-driven decision-making will guide impactful outcomes for investment adoption and customer engagement.
Key Responsibilities:
• Support strategy development for New-to-Investment Lifecycle
• Lead execution of lifecycle initiatives from concept to launch
• Design end-to-end customer experiences for varied channels
• Define and track key performance indicators for the journey
• Collaborate with cross-functional teams to integrate solutions
Requirements:
• 4–7 years in retail ba...
As the Manager, New-to-Investment Lifecycle, you will play a pivotal role in enhancing customer relationships at BMO. This role involves developing strategies, managing lifecycle initiatives, and ensuring alignment with retail banking objectives. Your expertise in data-driven decision-making will guide impactful outcomes for investment adoption and customer engagement.
Key Responsibilities:
• Support strategy development for New-to-Investment Lifecycle
• Lead execution of lifecycle initiatives from concept to launch
• Design end-to-end customer experiences for varied channels
• Define and track key performance indicators for the journey
• Collaborate with cross-functional teams to integrate solutions
Requirements:
• 4–7 years in retail ba...