Base: $69,000.00 - $129,000.00; bonus/equity: not ...
Digital investing experience
Wealth management experience
Partner engagement
Accelerate BMO ETF penetration through BMO InvestorLine, Advice Direct, and champion Smartfolio Pro for DIY investors
Job Summary
Accelerate BMO ETF penetration through BMO InvestorLine, Advice Direct, and champion Smartfolio Pro for DIY investors.
Partner closely with enterprise marketing for go-to-market planning, oversee cross-channel campaigns, and collaborate with retail leadership to drive awareness and growth.
Develop integrated marketing plans, design branch enablement strategies, and build influencer relationships to amplify digital investing solutions.
Matching Summary
Accelerate BMO ETF penetration through BMO InvestorLine, Advice Direct, and champion Smartfolio Pro for DIY investors.
Salary
Base: $69,000.00 - $129,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Digital investing experience
Wealth management experience
Partner engagement
Multi-channel campaigns
Digital platform knowledge
Retail distribution strategies
Nice-to-have
Influencer relationship management
Cross-functional collaboration
Executive-ready communication
Financial services compliance familiarity
Key Requirements
5+ years in digital investing or wealth management
Hands-on experience in partner engagement
Experience in integrated, multi-channel campaigns
Strong knowledge of digital platforms
Strong knowledge of retail distribution strategies
Exceptional project management skills
Exceptional stakeholder communication skills
Exceptional cross-functional collaboration skills
Familiarity with financial-services compliance
Familiarity with regulatory requirements
Partner management across platform, product, retail, and compliance