Job Description
Role Summary
The Senior Manager, Wealth Leads & Campaigns is accountable for revenue generation through analytics‑led client acquisition, lifecycle management, lead optimization, and campaign enablement across BMO Wealth Management Canada. This role bridges data, business strategy, and execution, translating complex client signals into scalable targeting strategies, advisor‑ready leads, and measurable revenue and share‑of‑wallet growth.The role has end‑to‑end accountability for Wealth Leads and Campaigns, including cross‑LOB coordination with Private Banking, BMO Insurance, BMO Investorline and other BMO partner businesses, and is central to advancing Ambition 2030 priorities.Strategy, Client Targeting & GrowthOwn the Wealth‑wide lead strategy across One Client and Priority Segments Retail, Mass Affluent, Business Owners, Intergenerational Wealth, and emerging opportunity segments.Design and evolve client lead strategies that support full client lifecycle objectives, including acqui...
The Senior Manager, Wealth Leads & Campaigns is accountable for revenue generation through analytics‑led client acquisition, lifecycle management, lead optimization, and campaign enablement across BMO Wealth Management Canada. This role bridges data, business strategy, and execution, translating complex client signals into scalable targeting strategies, advisor‑ready leads, and measurable revenue and share‑of‑wallet growth.The role has end‑to‑end accountability for Wealth Leads and Campaigns, including cross‑LOB coordination with Private Banking, BMO Insurance, BMO Investorline and other BMO partner businesses, and is central to advancing Ambition 2030 priorities.Strategy, Client Targeting & GrowthOwn the Wealth‑wide lead strategy across One Client and Priority Segments Retail, Mass Affluent, Business Owners, Intergenerational Wealth, and emerging opportunity segments.Design and evolve client lead strategies that support full client lifecycle objectives, including acqui...
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