VP, Online Distribution, Global Asset Management

Address:

The Senior Associate, Online Distribution accelerates BMO ETF penetration through BMO InvestorLine, Advice Direct, champions Smartfolio Pro to the DIY investor segment. You will partner closely with enterprise marketing for integrated go-to-market planning, oversee cross-channel campaigns (paid media, influencer activations, content marketing), collaborating with retail leadership, compliance, and platform teams to drive awareness, adoption, and measurable growth of GAM solutions.

Key Responsibilities

• Work with BMO InvestorLine to deepen on-platform BMO ETF penetration-identify shelf opportunities, training, feature placements, and programmatic moments that increase discovery and conversion.
• Support SmartFolio Pro strategy for DIY investors, including collaboration across marketing, and compliance to ensure audience-appropriate messaging and compliant execution.
• Collaborate with Enterprise Marketing to develop integrated marketing planning for SmartFolio Pro and related GAM initiatives, ensuring alignment with acquisition targets and lifecycle objectives.
• Partner with Retail leadership to design and execute branch enablement strategies for SmartFolio Pro and GAM products-lead branch skills training sessions, toolkits, and roadshows.
• Ensure retail, InvestorLine and Advice Direct training assets, scripts, and FAQs are current and compliant; measure field readiness and activation health.
• Collaborate with the existing team to build and manage influencer relationships that amplify GAM’s digital investing solutions across TikTok, Instagram, LinkedIn, YouTube, and Reddit.
• Stand up dashboards and reporting routines-adoption/penetration, conversion, CPA, ROAS, content engagement, and branch activation metrics.

Qualifications

• 5+ years in digital investing, or wealth management, with hands-on experience in partner engagement and integrated, multi-channel campaigns.
• Strong knowledge of digital platforms, and retail distribution strategies.
• Exceptional project management, stakeholder communication, and cross-functional collaboration skills.
• Familiarity with financial-services compliance and regulatory requirements.
• Partner management across platform, product, retail, and compliance.
• Clear, concise writing and executive-ready communication.
• 10% ad-hoc travel requirement

Success Metrics

• Adoption of BMO ETFs and growth of GAM folios on Smartfolio Pro
• Retail rollout delivered with measurable branch enablement and in-branch activation.

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.