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100 King Street West

Job Family Group:

Data Analytics & Reporting

We are looking for a talented individual to join our team in the position of Manager Analytics, Strategy. The primary responsibility is to design and implement analytical solutions through the use of data for Wealth Leads and Campaigns.

The role will sit on the Wealth Data, Analytics & Strategy team and support Leads and Campaign with proactive, actionable insights across all Wealth products and phases of the funnel. (awareness, acquisition including cross sell and upselling products, lifecycle and loyalty). The successful candidate will be able to go beyond analytics/reporting to provide actionable insights to senior leadership.

Key Accountabilities:

  • Take the lead supporting Leads and Campaign strategy for the Wealth business. Run end to end analytics needs for sales and marketing campaigns for the business. Think strategically and work independently.

  • This role is also accountable to source data from various internal and external databases using a variety of data mining and statistical/analytical tools (eg SAS, SQL, Python).

  • Uncover and identify opportunities to increase revenue/improve the customer experience by leveraging statistical approaches against multiple sources of data including internal sales/transactions and external party data/benchmarks

  • This position has the responsibility to interpret data and provide strategic recommendations to various Lines of Business and client segments.

  • Work with directors and senior executives to drive changes in business processes.

  • 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

  • Provide insights with data and generate Leads for sales, strategy and marketing.

  • Accountable to deliver analytics, insights and reporting in line with both immediate and long-term business objectives.

  • By providing high quality and timely analysis this role supports sales and marketing initiatives that drive incremental revenue, retention and client satisfaction

  • Improve and automate process using a variety of tools to drive operational efficiency (primarily in Salesforce)

  • Manage, prioritize, and respond to ad-hoc requests


  • 4-7 years of work experience in Business, Financial industry

  • Demonstrated proficiency in working with large datasets, both structured and unstructured data, using programming language such as SAS, SQL, Python or related. 

  • Experience in running campaigns through design, execution and performance tracking.

  • Good verbal and written communication skills; able to effectively present analytics data to senior management and executives

  • Good knowledge of Financial Industry and understanding of current market trends.

  • Post-Secondary education in Math, Computer Science, Statistics, Actuarial Science, Business Analytics

  • One or More Master's Degree in Data Analytics, MBA, CFA preferred

  • Some experience in data science or model development would be preferred.

  • Self-Starter - Strong relationship-building skills. Ability to thrive on a high degree of independence and ownership

  • A strong passion for data, charts, analysis, trends, and evangelizing data usage

We’re here to help

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

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.

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