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Job Description & How to Apply Below
Based in Toronto, this senior position involves defining and executing client lifecycle strategies to enhance portfolio performance. You will partner across various functions including Product, Risk, and Analytics to improve acquisition and retention metrics while aligning to customer needs. With over 7 years of experience in finance or risk management, your strategic input will be crucial in navigating market conditions and meeting regulatory expectations.
Key Responsibilities:
• Develop implementation strategies for client lifecycle management
• Collaborate on client engagement, retention, and renewal processes
• Optimize acquisition strategies through data analysis
• Monitor portfolio performance and customer engagement metrics
• Maintain compliance with credit policies and risk management
Requirements:
• Bachelor’s degree in finance, economics, or related field
• 7+ years in lending or portfolio management roles
• Strong analytical skills in SQL, Python, or similar
• Proven track record of managing cross-functional teams
• Excellent communication and presentation skills
Leverage your strategic experience and leadership skills to elevate BMO's Real Estate Secured Lending initiatives.
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Position Requirements
10+ Years
work experience
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