Manager, Client Onboarding

Address:

This is a Hybrid role - Work in office 4 days a week

Step into an award-winning leadership role at the heart of one of BMO’s fastest growing innovative business units. BMO’s Treasury & Payment Solutions (TPS) team - a North American leader in commercial payments and cash management - is driving tremendous growth and innovation, achieving double-digit revenue and income increases in recent years. In 2025 alone, our TPS team earned six major industry awards for innovation and customer experience excellence, reflecting BMO’s status as an industry-recognized leader in digital banking and client service.

As the Client Onboarding Manager, you will lead a high-performing team that is pivotal to our clients’ success. This is more than a management job - it’s a chance to spearhead meaningful change for businesses across North America, helping deliver solutions that “remove barriers, drive efficiency, and unlock new possibilities” for our clients. You’ll be joining BMO’s award-winning workforce - our bank has been named the Best Commercial Bank in both Canada and the U.S. - and your contributions will directly shape the exceptional onboarding experiences that set us apart in the market. As a key player in one of BMO’s most dynamic groups, you will ensure that new clients seamlessly adopt our banking and payment solutions, setting the stage for a successful long-term partnership with BMO. You will also champion customer-centric innovation and uphold BMO’s commitment to exceptional client service, operational excellence, and a culture of inclusion and growth. This group is growing fast across all geographies.

Key Responsibilities:

• Lead End-to-End Client Onboarding: Oversee the entire onboarding process for new and existing clients driving new revenue - from initial needs assessment to solution configuration and go-live - ensuring each implementation meets client needs, timeline, budget, and BMO’s quality, experience and compliance standards.
• Deliver Exceptional Customer Experiences: Serve as the primary client-facing liaison, guiding clients through onboarding. Proactively communicate progress, set clear expectations, and ensure clients feel supported and confident using BMO’s solutions. Your focus is on achieving high client satisfaction and trust throughout the process.
• Project & Stakeholder Management: Manage multiple client onboarding projects simultaneously, coordinating across internal teams (Sales, Operations, Technology, Legal, Compliance, etc.) to ensure seamless delivery of services. Anticipate and mitigate risks, keeping projects on track and stakeholders informed to deliver on time and within scope.
• Team Leadership & Development: Build and lead an interdependent, high-performing team of implementation specialists, fostering a collaborative environment aligned with BMO’s purpose and values. Set inspiring goals and clear expectations for your team, coach and mentor team members, and recognize achievements to drive excellence.
• Continuous Improvement & Future Readiness: Analyze current onboarding practices to identify inefficiencies and opportunities for improvement in processes and client touchpoints. Innovate and participate in enhancement projects and programs (e.g. streamlined workflows, digital tools, training programs) that improve efficiency, scalability, and the client experience, ensuring the team is prepared for future growth and evolving customer needs.
• Quality Control & Compliance: Ensure all client implementations adhere to BMO’s risk management and compliance standards. Oversee quality assurance audits and maintain comprehensive, audit-ready documentation for every onboarding. Partner with risk, legal, and compliance teams to uphold the highest standards of regulatory compliance and operational excellence.
• Strategic Collaboration: Work closely with senior leadership and cross-functional partners to align onboarding initiatives with broader business strategy and new product developments. Act as a subject-matter expert on client onboarding, providing insights and strategic recommendations that drive business objectives, increase sales and bankers capacity to bring more revenue and enhance BMO’s competitive differentiation.
• Client Focus & Advocacy: Champion the voice of the customer within the organization. Leverage client feedback to refine our implementation approach, ensuring BMO’s services not only meet current client requirements but also anticipate future needs. Model BMO’s customer-first in every interaction, strengthening BMO’s reputation for service excellence.
• Change Leadership: Lead change management efforts related to onboarding new products or process updates. Develop and deliver effective communication plans and training programs that prepare both clients and internal teams for a smooth transition to new systems or processes, driving high adoption and satisfaction in the future-state of our services

Qualifications & Ideal Candidate Profile:

• Experience: 5-7 years of relevant experience in banking or financial services, with a strong track record in client onboarding, implementation, or customer success roles (preferably in cash management or Treasury and Payment Solutions settings).
• Education: Bachelor’s degree in Business, Finance, or a related field is preferred (or equivalent work experience). Professional certifications such as Project Management Professional (PMP) or Certified Treasury Professional (CTP) are valued assets. Bilingual (English/French) skills are an asset for serving our diverse client base.
• Client-Focused Skillset: Exceptional communication and interpersonal skills with a proven ability to manage client relationships and deliver outstanding customer experiences. Strong stakeholder management capabilities to coordinate cross-functional teams and navigate complex projects.
• Leadership & Collaboration: Demonstrated leadership experience (formally or informally), including coaching or mentoring team members. Ability to build collaborative partnerships across departments and inspire a team culture that aligns with BMO’s values of integrity, empathy, diversity and inclusion
• Strategic and Analytical Thinking: Strong problem-solving skills with a strategic mindset. Comfort in analyzing processes and data to drive improvements in efficiency, quality, and client satisfaction. Ability to think creatively and embrace change, keeping the team future-ready by identifying innovative solutions and process enhancements.
• Technical and Business Acumen: Solid understanding of banking products and technology relevant to cash management and payments. Proficiency with data analysis and Microsoft Office tools for reporting and presentation is expected. Knowledge of regulatory compliance and risk management practices in banking is important to ensure secure and compliant implementations.

Advanced level of proficiency:

• People Management
• Strategic Thinking
• Leadership
• Process Improvements
• Problem Solving
• Collaboration
• Data management and analysis
• Regulatory Compliance
• Risk Management
• Quality Assurance Auditing

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.