Manager, Value Proposition; Digital Product Manager

The Manager, Value Proposition is responsible for leading the ongoing evolution, growth, and commercialization of the award-winning My Financial Progress (MFP) goal-based planning tool and other goals-based experiences within BMO's Goal Ecosystem that help Canadian Personal Banking customers achieve Real Financial Progress.

This role serves as the product manager for My Financial Progress, supporting the development and delivery of initiatives that drive customer adoption, engagement, and product conversion. The successful candidate will identify and advance opportunities to create customer and business value through goals-based insights, personalized recommendations, and relevant product solutions within the customer experience.

The role requires a highly motivated and results-oriented professional with strong strategic, analytical, and project delivery skills. Working closely with partners across Product, Digital, Technology, Analytics, Customer Segments, Marketing, Loyalty, Salesforce Enablement, and Virtual Connect teams, the individual will help develop and execute strategies that increase customer value, deepen banking relationships, and support business growth.

• Serve as the product manager for My Financial Progress and subject matter expert for BMO's Goal Ecosystem.
• Contribute to the prioritization and planning of feature enhancements, capabilities, and customer experience improvements.
• Identify opportunities to increase customer adoption, engagement, and product conversion through goals-based personalization and improved customer experiences.
• Champion the voice of the customer in the development and enhancement of customer experiences.
• Support initiatives through business casing, requirements development, implementation, testing, launch, and ongoing optimization.
• Monitor market trends, customer needs, and competitive offerings to identify opportunities for growth and differentiation.
• Partner with Product, Digital, and Technology teams to support requirements development, enhancement prioritization, and successful initiative delivery.

• Support the development and execution of strategies that drive adoption, engagement, and product conversion across My Financial Progress.
• Identify opportunities to increase product penetration, deepen customer relationships, and support business growth objectives.
• Leverage customer insights, behavioural data, and analytics to develop strategies that influence customer actions and improve business outcomes.
• Partner with Product, Customer Growth, Segment, and Loyalty teams to integrate relevant banking solutions and offers into customer experiences.
• Develop recommendations and business cases to support future enhancement and investment decisions.

• Lead and coordinate strategic initiatives and cross-functional projects from planning through implementation and post-launch optimization.
• Support project planning, stakeholder alignment, requirements gathering, risk management, and change management activities.
• Influence partners across business, digital, analytics, technology, and operations teams to achieve project objectives and timelines.
• Help ensure initiatives are delivered on time, within scope, and aligned with business objectives.
• Navigate ambiguity and proactively resolve issues to maintain delivery momentum.

• Establish success metrics and performance tracking for product adoption, engagement, customer outcomes, and conversion.
• Accountable for achieving adoption, engagement, conversion, and business performance targets for My Financial Progress.
• Analyze product and customer performance data to identify opportunities for optimization and growth.
• Develop ready reporting, presentations, and recommendations for senior leadership.
• Translate complex data and insights into actionable business strategies and decisions.

• 3+ years of relevant experience in financial services, strategy, customer growth, digital channels, consulting, marketing, or related business functions.
• Experience supporting customer-focused initiatives and working with cross-functional stakeholder groups.
• Strong business acumen, strategic thinking, and problem-solving skills.
• Strong analytical capabilities, with the ability to translate data and insights into actionable recommendations.
• Demonstrated ability to influence stakeholders and drive alignment across multiple…