Manager, Growth & Analytics

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Role Summary

The Manager Wealth Growth & Analytics supports revenue generation through analyticsled client acquisition lifecycle management lead optimization and campaign enablement across BMO Wealth Management.

Working in close partnership with business stakeholders and under the direction of senior leadership this role translates data market insights and stakeholder input into actionable insights and recommendations contributing to endtoend insight generation and the application of performance insights to improve targeting strategies and program design.

The role also contributes to the development of robust tracking of campaign journey and channel performance supporting closedloop learning and continuous improvement in outcomes while helping advance Ambition 2030 priorities and efforts to develop AIenabled insights and datadriven capabilities.

Key Accountabilities

Strategy Insights & Growth

• Analyze client data campaign results and market insights to identify growth opportunities and support strategy development.
• Support development of targeting approaches and client strategies across acquisition deepening retention and lifecycle events.
• Contribute to insight generation and recommendations that inform business decisions and growth initiatives.
• Identify opportunities to develop and apply AIenabled insights to enhance targeting and segmentation.
• Partner with business stakeholders to ensure insights are clearly translated into actionable next steps.

Analytics Measurement & Performance

• Support development and maintenance of tracking frameworks across campaigns journeys leads and channels.
• Analyze performance data to identify drivers trends and optimization opportunities.
• Support postcampaign and program analysis helping translate findings into actionable improvements.
• Contribute to closedloop learning processes to refine targeting strategies and programs over time.
• Assist in developing AIenabled insights to improve understanding of client behaviour and performance outcomes.

Lead Strategy Program Design & Execution

• Support the evolution of lead and targeting strategies aligned to priority segments and One Client objectives.
• Partner with crossfunctional teams to design implement and optimize lead programs and client journeys.
• Contribute to endtoend delivery of lead programs including execution coordination and performance tracking.
• Support incorporation of datadriven and emerging AIbased approaches to improve targeting and personalization.
• Assist in testandlearn initiatives (e.g. segmentation experimentation) to enhance program effectiveness.
• Ensure programs are supported by clear measurement and feedback mechanisms.

Campaign & Journey Optimization

• Analyze campaign and journey performance to identify opportunities to improve effectiveness.
• Support optimization of segmentation timing messaging and channel mix.
• Work closely with execution teams to ensure insights are incorporated into ongoing campaign improvements.

Analytics & Data Leadership

• Develop and maintain reports dashboards and visualizations to support business decision making.
• Support integration of data across sources to enable a comprehensive view of client and performance metrics.
• Apply data quality and governance standards in analytics processes.
• Contribute to advancing AIenabled and advanced analytics capabilities over time.
• Support adoption of selfserve analytics tools for business partners.

Stakeholder & CrossLOB Partnership

• Collaborate with Wealth Private Banking InvestorLine Insurance and enterprise teams to support insightdriven initiatives.
• Partner with Marketing Data & Analytics Technology and Sales Enablement teams to deliver analytics and program support.
• Communicate insights and performance findings clearly to stakeholders.
• Provide input into performance reporting opportunities and risks.

People & Capability Development

• Contribute to a team environment focused on analytics insights and continuous improvement.
• Build capabilities in data analysis insight generation and business translation.
• Support adoption of standard tools frameworks and best practices.

Qualifications

• 47 years of experience in analytics strategy marketing or datadriven decisioning.
• Strong ability to analyze data and translate findings into actionable insights.
• Experience with data analysis and visualization tools (e.g. SQL SAS Python Tableau Power BI).
• Understanding of AI and agentic applications and their potential use in analytics and decisioning is preferred.
• Exposure to campaign analytics lead strategy or lifecycle measurement.
• Familiarity with CRM platforms (e.g. Salesforce) and data environments (AWS is an asset).
• Exposure to or interest in AI and advanced analytics techniques.
• Strong communication and stakeholder collaboration skills.
• Analytical mindset with strong problemsolving capabilities.
• Ability to operate effectively in fastpaced evolving environments.

The above represents BMO Financial Groups pay range and type.

Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.

BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit: Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world.

As a member of the BMO team you are valued respected and heard and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From in-depth training and coaching to manager support and network-building opportunities well help you gain valuable experience and broaden your skillset.

To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others differences we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.