Director, Smartfolio Pro
Job Location:
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Application Deadline:
Address:
100 King Street WestJob Family Group:
Role summary
Support the growth ofSmartFolioPro by executing client acquisition and go-to-market activity acrossBMOpartner channelsprimarilybut not limited toBMOInvestorLineRetail Banking referral streams andAir Miles / Blue Rewards. This role works closely with internal partners to improve the effectiveness of marketing spend strengthen targeting (especially email and lifecycle journeys) and increase client conversion and activation on the platform.
Key accountabilities
Acquisition execution:Coordinate and run acquisition initiatives that drive sign-ups and funded activations forSmartFolioPro throughInvestorLine retail referral pathways and loyalty channels (Air Miles / Blue Rewards).
Targeting & lifecycle marketing support:Partner with marketing teams to improve audience segmentation and reduce blanket outreach by using more targetedbehaviour-led lifecycle communications (awareness onboarding re-engagement).
Conversion optimization:Identify friction points and work with digital/product/marketing partners to improve conversion from click registration first purchase repeat engagement.
Messaging & content alignment:Ensure communications are clear education-led and aligned toSmartFolioPros positioning for DIY investors (informative non-advisory tone).
Partner coordination:Work day-to-day withInvestorLine Retail Banking and loyalty stakeholders to align campaign timing channel placements and client journey handoffs.
Performance tracking:Contribute to the developmentand monitoring of anacquisition and conversion performance (e.g. funnel conversion activation engagement)scorecardand share insights withrelevant stakeholders.
Platform evolution & strategic input
- Provide client-led insights to support the ongoing evolution of SmartFolio Pro helping shape platform enhancements new product add-ons and future capabilities based on observed client behaviour engagement patterns and demand trends
- Partner with product digital and marketing teams to refine the platform experience and value proposition improving adoption usability and overall client engagement
Skills & experience
Experience indigital acquisition lifecycle marketing or conversion optimization ideally inan Order Execution Only environment.
Strong grasp ofsegmentation email targeting and marketing effectiveness(test/learn mindset; using performance data to refine campaigns).
Comfortable working cross-functionally with marketing digital/product analytics and distribution teams to deliver coordinated execution.
Clear writtenand verbalcommunication skillsable to craft and refine education-forward messaging that stays within platform guardrails.
Salary:
Pay Type:
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.
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.
Required Experience:
Director
About Company
We cover the whole balance sheet, from foreign exchange, trade finance and treasury management to corporate lending, securitization, public and private debt and equity underwriting. Our team of experts can also provide a full range of advisory services, along with industry-leading res ... View more
