Senior Marketing Manager

Senior Marketing Manager, Business Banking

BMO is a leading North American bank driven by our purpose: to Boldly Grow the Good in business and life. Our purpose informs our strategy, drives our ambition, and reinforces our commitments to progress for a thriving economy, a sustainable future and stronger communities.

The U.S. Relationship Marketing Team is accountable for the strategy, development, execution and ongoing optimization of go-to-market campaigns and programs targeting current BMO clients through onboarding, account/product and service activation, digital adoption, engagement, cross-sell, loyalty and retention.

You're a high-performing, results-oriented, process-driven marketer committed to supporting operational excellence across our U.S. Personal & Business Banking (P&BB) Client Relationship Marketing Team. You have proven success driving B2B marketing goals, which you'll use to support our Business Banking team with their onboarding, activation, engagement, cross-sell, loyalty and retention marketing initiatives. You're a dynamic, capable and experienced marketer with a passion for problem solving—based in data-driven analysis. You're fascinated by client behavior and always looking for new and innovative approaches to reach and engage our audiences in innovative and impactful ways. You work well in a fast-paced environment where priorities and direction evolve frequently to ensure we're always providing the best products, services and offers to our clients. You thrive off ambiguity and are adept at bringing together multiple ideas and data points and synthesizing them into a unified point of view and client-centric approach. Most of all you value being part of a team—and working together to ensure every job is done right, and done well.

As a senior marketing manager, focusing on Business Banking, you'll serve as the primary partner driving marketing strategy and tactical execution for all marketing initiatives and serve as the key liaison between our business partners, our marketing, and a variety of cross-team collaborative stakeholders to deliver successful client, account, balance and revenue growth for our Business Banking team. You'll develop integrated, omnichannel marketing strategies and bring campaigns to life with a mix of agency and internal partners.

As part of our team of marketing managers, you'll independently develop compelling, insight-driven briefs, as you produce effective marketing campaigns—from start to finish—that deliver not only on our marketing KPIs, but that drive our business KPIs forward, as well. You'll collaborate across internal teams (Product, Compliance, Analytics, Legal, Creative, etc.) and our external agencies and vendor partners to ensure our client journeys are optimized and campaigns are flawless. You'll also be responsible for evaluating our performance data, analyzing success and opportunities and surveying the competitive landscape to ensure our marketing persuades our clients to fully understand and appreciate how BMO helps them to make real financial progress—and encourages them to stay with BMO!

Responsibilities – here are some of the things you'll be doing in this role:

• Support onboarding, retention, cross-sell, engagement and loyalty campaigns for business banking clients, with tactics including direct mail, email, digital banking, etc.
• Own and maintain project briefs and timelines, calendars and task management systems—and coordinate with cross-functional partners, as needed
• Support the delivery of high-quality, on-time campaigns, journeys, and communications across print, digital, owned and in-branch channels
• Track operational KPIs and prepare reporting for leadership
• Support process improvement efforts (e.g., updating templates, documenting workflows, enhancing internal tools) and partner on budget management, as needed
• Serve as a day-to-day point of contact for assigned workstreams across creative, partner, legal and agency teams

Align to documented processes and create feedback loops to optimize performance.

• Surface and solve for executional bottlenecks and enable scale.
• Champion operational visibility and clarity across workstreams.
• Contribute to process improvement efforts and team knowledge-sharing tools.

Own all project management for campaign execution within our Workfront project management system.

• Build and maintain intake forms, project templates, workflows and reporting dashboards.

During your first 90 days, we expect you to independently seek onboarding support, proactively raise questions as they arise, and ensure you're on the right track to:

• Within the first 30 days:
• Position yourself as a consultative Partner: Establish relationships with your business partners and key partner teams including marketing, product, channel execution partners, data partners, digital partner teams, social media, legal, compliance and other groups as needed, to successfully grow and retain our savings deposits in the U.S.
• Gain deep understanding of current workflows, intake and approval process.
• Gain knowledge of BMO's business banking, TPS and overall products and services.
• Understand the current and future state for client journey(s).
• Review, manage and support Workfront requests, templates, projects and begin to manage status and action/track projects.
• Independent Campaign Development & Execution
• Lead the strategy, planning and execution of relationship marketing campaigns—across paid and owned channels—focusing on deepening and retaining our business client relationships.
• Independently manage all business banking marketing projects in Workfront project management tool, including daily status updates, project management for the larger initiatives, and know how/when to escalate questions and reprioritize work with our leaders and partners, when needed, to ensure our partners can rely on us for on-time delivery and transparent and proactive communication.
• Marketing Performance Analysis
• Assist with tracking and managing expenses and recording them at the cost center level with our accounting partners—and in our campaign analysis to evaluate and improve our ROMI, on an ongoing basis.
• Track and analyze marketing performance data on a weekly, monthly and quarterly basis to measure campaign effectiveness and identify opportunities for improvement.
• Within the first 60 days, you'll also:
• Ability to independently support ongoing marketing campaigns including emails, DMs, and owned/paid channels, as needed.
• Understand and support annual and quarterly marketing planning and reporting.
• Identify emerging trends and opportunities from a variety of competitive intelligence tools, and our marketing campaign performance to better inform our decision-making—and find ways to bring these to leadership through clear, concise and impactful storytelling.
• Independent Campaign Development & Execution
• Fully understand and participate in brief, project planning, campaign execution and all required partnership processes, meetings, etc. to produce compelling marketing campaigns at BMO.
• Manage agency partners and identify, evaluate and implement marketing tactics and media opportunities (e.g.: retargeting, content distribution, mobile), and actively monitor programs to ensure that we are tracking toward our goals.
• Marketing Performance Analysis
• Monitor progress against campaign and overall marketing plan milestones, and recommend and implement adjustments as necessary to meet business objectives on a monthly and quarterly basis.
• Independently own and manage all cost center tracking tied to Business Banking relationship marketing spend.
• Design and produce regular and ad-hoc reports and dashboards.
• Within the first 90 days, you'll also:
• Fully execute all campaigns, flawlessly, and independently.
• Have a deep understanding of the business goals and opportunities and where marketing can support future optimization.
• Regularly contribute meaningful input for the planning and implementation of quarterly and annual marketing strategies and approaches.
• Independent Campaign Development & Execution
• Have mastered the BMO process from idea generation, to campaign development, execution and delivery and analysis/reporting tied to annual and campaign KPIs.
• Oversee the finalization and approval of messaging and creative assets.
• Manage budget fully for your business area.
• Marketing Performance Analysis
• Own all reporting execution for Business Banking Relationship Marketing.
• Feel comfortable presenting monthly and quarterly marketing results to business partners and marketing colleagues and sharing data-driven insights about how our performance is informing future work.

Candidate Qualifications:

• Bachelor's Degree in marketing, advertising, communications or a related field.
• 7 - 10 years of relevant experience in financial services marketing having demonstrated success fully owning marketing operations, project management and campaign delivery.
• Prior experience in regulated marketing preferred (e.g., finance, healthcare, insurance, etc.)
• Strong organizational and communication skills; ability to lead timelines, influence teams, and work across multiple