Director, Value Added Services and Beyond Banking

Location: Toronto

Final date to receive applications:11/13/2026

Address:33 Dundas Street West Job Family Group:

Customer Solutions The Director, Value Added Services and Beyond Banking defines and delivers what makes banking with BMO meaningfully different, helping customers make Real Financial Progress while driving acquisition, engagement, retention and relationship depth.

The role leads the strategy, development and execution of BMO’s value-added services and experiences across key pillars such as goals, protection and beyond banking. The mandate brings together customer insights, product strategy, digital experiences, partnerships and enterprise capabilities to create distinctive experiences that extend beyond traditional banking products.

The portfolio today includes award-winning capabilities such as My Financial Progress, Credit Coach, Smart Progress, Zogo as well as Beyond Banking Benefits ecosystem.

Looking for a strategic builder who is equally comfortable shaping a vision from a blank sheet, presenting a recommendation to senior executives, negotiating with an external partner and working through execution trade-offs with delivery teams.

Key Accountabilities Overarching Accountabilities Define and evolve the Personal Banking value proposition and a multi-year roadmap anchored in customer needs, competitive insight and business priorities.

Develop business cases, investment recommendations and success metrics for the portfolio.

Strategic Thinking and Partnership Own and scale the Goals Ecosystem, including My Financial Progress and goal-based tools in branch and digital.

Connect customer goals to relevant advice, products and experiences across channels, maximizing value to customer and the bank.

Help customers build financial resilience and confidence through our credit products and capabilities.

Own BMO's financial education offering, including Smart Progress and Zogo, turning education into action.

Drive adoption and engagement of digital features and value add capabilities.

Lead the strategy, analytics, insights and phased build-out of a best-in-class ecosystem of beyond banking benefits

Identify, evaluate and negotiate strategic partnerships, including value exchange, commercial terms and customer proposition.

Manage partner and vendor relationships, contracts and performance.

Product Development & Execution Take propositions from insight and concept through business case, pilot, launch and scale using a disciplined test-and-learn approach.

Lead complex cross-functional initiatives with Product, Digital, Technology, Marketing, Analytics, Legal, Risk, Procurement and frontline partners.

Track KPIs across adoption, engagement, products per customer, retention and financial impact.

Leadership Build, coach and develop a high-performing team of strategy, product and partnership professionals.

Influence senior leaders across Personal Banking and the enterprise, and communicate clearly at the executive level.

Foster a culture of customer obsession, accountability and innovation.

Qualifications Undergraduate degree and MBA from a top tier school.
10+ years of experience in strategy, product management, proposition development, partnerships or customer experience, ideally in financial services or consumer businesses.

Proven record of taking new propositions from concept to scaled launch.

Strong commercial acumen, including business case development and partnership negotiation.

Experience leading complex, cross-functional programs in a matrixed organization.

Excellent executive communication, storytelling and stakeholder management skills.

Strong analytical and structured problem-solving skills.

Demonstrated people leadership and team development.

Salary:$ - $

Pay Type:

Salaried The above represents BMO Financial Group’s pay…