Manager, Banking Lifecycle

Contract:

16 month hybrid role in Toronto.

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.

• 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

• 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)

• 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

• 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

• 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

• 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

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

• Typically 4–7 years of experience in retail banking, customer strategy, product, or consulting
• Experience supporting or delivering cross‑functional…