Managing Director, Wealth Customer Optimization

Final date to receive applications: 02/20/2026

Address: 100 King Street West

Job Family Group:
Strategy & Change

This role encompasses three teams that serve to drive increased revenue (both net new acquisitions and share of wallet) for Wealth Management lines of business using a data-driven approach:
Leads and Campaigns;
Client Journeys; and Digital Analytics. With three teams under one leader, the leader is expected to foster a high-performance culture to drive a transformational agenda leveraging the synergies among the teams that will deliver future-ready, best in class solutions to optimize client contact strategy and execution for Private Wealth Canada, BMO Insurance, and BMO Investor Line to drive engagement, deepen relationships, and improve financial outcomes for Wealth clients.

Defines the client contact and leads management optimization strategy to enhance the client contact experience driving business growth and building client loyalty. Accountable for the optimization of automated and personalized email journeys across the Wealth Management ecosystem. Leads the analysis of digital interactions, understanding the ways clients interact with mobile apps and websites, and performing analytics on client interactions, drop rates, etc.

Leads the strategic analysis and alignment across business groups to ensure the right organizational trade-offs are made for an optimized client experience, profitability, and efficiency when developing leads, campaigns and journeys. Identifies new opportunities for, and builds and manages, leads and campaigns to ensure we have the right offer at the right time in the right channel to drive increased revenue.

Sets the annual plan for leads across all in-scope business products, channels, and segments, ensuring alignment with business priorities to drive revenue generation while working within field capacity parameters.

• Creates and delivers value added client contact optimization strategies and solutions for all in-scope work forces based on an up to date understanding of their strategy, diagnosing, and identifying future client contact / leads management needs for and considering broader organizational and environmental implications.
• Oversees proper campaign measurement set-up for all campaigns and integration of back-end measurement with front-end campaign execution.
• Ensures collaboration across analytical functions (salesforce analytics, strategic analytics, client analytics, product analytics, risk/reward optimization; machine learning; data foundations) in a proactive, efficient, and effective manner, providing sound support and expert knowledge across all areas of analytics.
• Maintains awareness of emerging trends (including the use of AI) and best practices within BMO and in external environment to proactively drive the client optimization strategy in business.
• Leads the application of sophisticated modeling techniques and an understanding of the latest advances in predictive/ analytical models to a wide range of products and services across the client base to continually identify and understand new and emerging opportunities for client optimization.
• Architects, directs, and develops complex scenarios tied to business logic and salesforce analytics that will maximize lead effectiveness.
• Defines campaign strategy and opportunity analytics, in terms of parameters for client behaviour to drive campaign strategy and targeting for marketing lead programs and overall client contact.
• Builds business cases to obtain the necessary funding and support for the development of new and innovative lead generation opportunities that are larger in scale and need specialized support.
• Develop client contact strategies for direct marketing leads in alignment with BMO brand promise and the desired client experience.
• Leads insight-driven contact management and optimizes the required frameworks and processes to continually evolve the current state system to meet the future vision.
• Defines and deploys effective solution development processes and procedures to increase efficiencies, eliminate duplication reduce hand-offs and provide the capability for increased speed to market for lead…