Investment Lifecycle Manager at BMO

Join BMO as a Manager in Toronto to enhance the New-to-Investment Lifecycle. This hybrid role focuses on delivering customer-centric strategies and optimizing engagement in banking.
You'll play a pivotal role in executing and refining the Investment Lifecycle journey. By working closely with Product, Marketing, and Analytics teams, you'll bring strategic initiatives to life and improve customer relationships. Strong execution capabilities are essential for navigating this dynamic role.
Key Responsibilities:
• Design and evolve the New-to-Investment Lifecycle strategy
• Lead the execution of customer experience initiatives
• Ensure alignment across product and customer experience strategies
• Identify KPIs for performance monitoring
• Collaborate with various teams for initiative success
Requirements:
• 4-7 years of experience in retail banking or strategy
• Experience leading cross-functional initiatives
• Strong communication and collaboration skills