Director, Canadian Private Wealth Marketing

Role Overview
The Director, Canadian Private Wealth Marketing is responsible for shaping and leading the marketing strategy in support of Canadian Private Wealth business priorities. The role translates business strategy, client needs and market opportunities into integrated marketing plans that support client acquisition, relationship deepening, retention and sustainable growth.

The Director acts as a trusted advisor to senior leaders, bringing an expert understanding of the Private Wealth business, client segments, competitive dynamics and marketing practices. The role is expected to independently frame strategic issues, develop options and recommendations, establish priorities and mobilize cross-functional teams to deliver outcomes aligned to business priorities.

Working across a complex, matrixed environment, the Director leads the development and execution of data-driven marketing programs and ensures alignment across business stakeholders, Enterprise Marketing functions, channels, analytics, sales and client-facing teams. The role is accountable for translating insights into action, connecting marketing investments to business outcomes, and continuously improving marketing effectiveness.

The Director also leads and develops a high-performing team, creates clarity of ownership and expected outcomes, and fosters a culture of collaboration, inclusion, accountability and continuous improvement.

Key Accountabilities
Strategic Marketing Leadership & Business Advisory

Acts as a trusted advisor to senior leaders in making business decisions and implementing strategic initiatives.

Develops and leads integrated marketing strategies and multi-year roadmaps aligned to Canadian Private Wealth priorities, including client acquisition, relationship deepening, retention and brand consideration.

Maintains an expert understanding of the business, client needs, products, advice models, growth drivers and challenges to produce effective and integrated marketing solutions.

Anticipates strategic needs and emerging opportunities; independently frames issues, conducts analysis and brings forward clear options and recommendations.

Helps determine business priorities and the best sequence for execution of business and marketing strategy.

Develops business cases by identifying needs, analyzing potential options, assessing expected return on investment and advising on resource requirements.

Communicates complex or abstract concepts in clear, simple and executive-ready terms.

Private Wealth Growth Strategy, Client & Market Leadership

Builds deep knowledge of affluent and high-net-worth client segments, advisor and relationship-manager needs, competitive dynamics, regulatory considerations and evolving wealth-management trends.

Translates business, client, market and competitive insights into differentiated value propositions, client journeys, content priorities and integrated growth programs.

Identifies emerging issues and trends and recommends appropriate changes to strategy, priorities or execution.

Leads marketing strategies across relevant client lifecycle opportunities, including acquisition, onboarding, engagement, relationship deepening, retention and intergenerational wealth transfer.

Connects Canadian Private Wealth priorities with broader enterprise capabilities and identifies opportunities to create greater value across businesses.

Integrated Marketing Planning & Executional Oversight

Develops and implements short- and long-term strategies, activation plans, schedules, budgets, communications and tactical plans, as required.

Oversees the development and delivery of marketing solutions across assigned channels and media, including campaigns, digital experiences, content and thought leadership, partnerships, sponsor ships, events and conferences.

Leads the execution of operational programs; assesses and adapts plans as needed to ensure quality of execution and achievement of business objectives.

Establishes clear scope, outcomes, owners, milestones, dependencies and decision points for priority initiatives.

Monitors progress against milestones and implements adjustments when required, balancing strategic impact, client experience, resources, risk and operational complexity.

Ensures marketing strategies and executions are consistent with BMO brand standards and aligned to enterprise priorities.

Measurement, Analytics & Performance Management

Defines business requirements for marketing analytics, measurement and reporting so that data and insights inform…