Manager, Everyday Banking Lifecycle

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This is a 16 month contract hybrid role in Toronto

Role Summary

The Manager, Everyday Banking Lifecycle (Contract) is accountable for supporting the design, delivery, and ongoing optimization of key lifecycle journeys within Everyday Banking, with an initial focus on the New to Canada Pre‑Arrival journey and the Teen‑to‑Professional lifecycle journey.

These journeys are critical to establishing early relationship strength, driving product adoption, retention and enabling long-term customer engagement and primacy. This role will help translate strategy into execution, working across cross-functional teams to deliver integrated, end-to-end customer experiences that span onboarding through early tenure.

Operating in a dynamic and evolving environment, this role requires a balance of strategic thinking and hands-on execution, with a focus on building scalable lifecycle solutions that can grow and adapt over time across segments and journeys.

Key Accountabilities

Journey Strategy & Design

• Support the development and evolution of lifecycle strategies for:
  • New to Canada Pre‑Arrival journey (early engagement prior to arrival and onboarding)
  • Teen‑to‑Professional lifecycle journey (transition from student to early career)
• Contribute to identifying key moments of need, customer segments, and lifecycle opportunities
• Help define initiatives that drive early engagement, product adoption, and long-term relationship growth
• Ensure alignment with broader onboarding, early tenure, and retail banking strategies

End-to-End Delivery & Execution

• Support and lead components of end-to-end journey delivery, from concept through launch and stabilization
• Translate strategy into clear execution plans, requirements, and deliverables
• Coordinate cross-functional teams to ensure timely, high-quality delivery
• Track and manage dependencies, risks, and timelines across multiple initiatives
• Contribute to delivery against structured lifecycle build plans (strategy design build launch optimize)

Customer Experience & Engagement

• Support the design and execution of end-to-end customer experiences across digital, frontline, and assisted channels
• Help develop and implement value propositions, offers, and communications tailored to new-to-bank and early tenure customers
• Contribute to strategies that improve confidence, engagement, and adoption of everyday banking products and services
• Ensure consistency in experience across acquisition, onboarding, and early lifecycle touchpoints

Stakeholder & Partner Collaboration

• Work closely with key partners to support delivery of the journeys, including:
  • Product (Everyday Banking, Cards, Lending, Investments)
  • Marketing
  • Analytics / Data & Insights
  • Digital
  • Frontline / Channel Enablement
  • Operations
  • Campaign Strategy & Execution
• Coordinate across stakeholders to ensure alignment, clear roles, and execution progress
• Participate in working groups and governance forums
• Communicate updates, risks, and progress clearly and consistently

Performance Management & Optimization

• Support tracking and reporting of key performance indicators (KPIs), including product adoption, engagement, primacy, and customer experience
• Analyze performance data to identify trends, gaps, and opportunities for improvement
• Contribute to development of measurement frameworks across lifecycle stages (pre-arrival, onboarding, early tenure)
• Support test-and-learn and continuous optimization efforts

Operating Model & Execution Support

• Support implementation of the journey operating model, including:
  • Stage gates and governance
  • Cross-functional working teams
  • Delivery timelines and milestones
• Help ensure initiatives are structured for scalability and long-term sustainability
• Contribute to development of playbooks, frameworks, and best practices for lifecycle delivery

Risk & Governance

• Ensure initiatives align with BMO’s risk management framework and regulatory requirements
• Identify and escalate risks related to customer outcomes and delivery execution
• Support adherence to governance standards and approval processes

Qualifications & Experience

Experience

• Typically 4-7 years of experience in retail banking, customer strategy, product, or consulting
• Experience supporting or delivering cross-functional initiatives or lifecycle programs
• Strong ability to manage multiple priorities in a fast-paced, evolving environment
• Experience in onboarding, early tenure, or segment-based customer strategies is an asset

Education

• Post-secondary degree in Business, Commerce, Engineering, or a related field
• MBA or advanced degree is an asset

Core Capabilities

• Structured thinking and problem-solving - Strong
• Program delivery and execution - Strong
• Customer lifecycle and segment-based strategy - Strong
• Stakeholder coordination and collaboration - Strong
• Data-driven analysis and performance tracking - Strong
• Communication and stakeholder updates - Strong
• Ability to operate in ambiguity and evolving scope - Strong

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.