Senior Manager, Wealth Leads & Campaigns

BMO Financial Group

Toronto, ON, Canada
Base: $86,000.00 - $160,000.00; bonus/equity: may ...
8+ years analytics or marketing experience
Sql sas tableau powerbi expertise
Salesforce crm proficiency
The role is accountable for revenue generation through analytics-led client acquisition and lifecycle management across BMO Wealth Management Canada

Job Summary

  • The role is accountable for revenue generation through analytics-led client acquisition and lifecycle management across BMO Wealth Management Canada.
  • Candidates must possess expert-level skills in SQL, SAS, Tableau, and PowerBI to drive measurable improvements in share-of-wallet growth.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside the salary range.

Matching Summary

The role is accountable for revenue generation through analytics-led client acquisition and lifecycle management across BMO Wealth Management Canada.

Salary

Base: $86,000.00 - $160,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 8+ years analytics or marketing experience
  • SQL SAS Tableau PowerBI expertise
  • Salesforce CRM proficiency
  • Campaign measurement and ROI analysis
  • AWS Python for automation
  • Lead management and lifecycle frameworks

Nice-to-have

  • Wealth Management domain knowledge
  • Advisor-led distribution experience
  • Cross-LOB partnership skills
  • Ambiguity management in fast environments
  • Executive communication excellence

Key Requirements

  • 8+ years of relevant experience
  • 5+ years in data preparation and analysis
  • 5+ years in campaign measurement
  • 2+ years hands-on AWS and Python experience
  • Expert verbal and written communication

Work Rights

Not specified

Tailored Resume

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