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Publié il y a 23 jours

Director, Value Added Services and Beyond Banking

@ Bank of Montreal

Toronto, Ontario

10+ ans d’expérience
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SIGNAUX

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Bank of Montreal (BMO) is hiring a Director, Value Added Services and Beyond Banking to lead strategy, development and execution of its value-added services across goals, protection and beyond banking. The role owns the Goals Ecosystem, financial education offerings, credit products and a beyond banking benefits ecosystem, including partnership negotiation and team leadership. The posting states a salary range of $120,000 to $215,000 salaried, plus performance incentives and benefits; the application deadline is 11/13/2026.

Responsabilités :

  • Définir la proposition de valeur et la feuille de route pluriannuelle de la banque personnelle
  • Piloter l'écosystème des objectifs, y compris My Financial Progress
  • Identifier et négocier des partenariats stratégiques et gérer les fournisseurs
  • Mener des initiatives complexes avec les équipes produit, technologie et juridique
  • Développer, encadrer et faire croître une équipe de stratégie et de partenariats

Résumé des exigences :

  • Baccalauréat et MBA d'une école de premier plan
  • Plus de 10 ans d'expérience en stratégie, gestion de produits ou partenariats
  • Expérience de lancement de propositions à grande échelle
  • Solides compétences en analyse commerciale et négociation de partenariats
  • Excellentes habiletés de communication au niveau de la direction
Source et dates

Site carrière / système de candidatures · phenom

Date publiée par l’employeur
2026-10-18
Première détection par notre source
2026-11-07
Mise à jour du dossier source
2026-11-07

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauDirecteur ou directrice
DomaineDéveloppement des affaires
Expérience10 an(s) et plus
Gestion d’équipeOui
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
FormationBaccalauréat (exigé), Maîtrise (exigé)
Domaines d’étudesBusiness Administration (MBA)
Avantages mentionnésRégime de retraite, Aide aux études, Prime de rendement

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Bank of Montreal

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Description complète de l’entreprise

We’re a bank, but there’s more to it than that. ​ When you join BMO, it opens a world of opportunities. This is a team that's committed to helping you succeed – personally and professionally. Because at BMO, when you grow, we grow. ​ You know your worth and so do we. That’s why we offer the right mix of learning programs, on-the-job experiences, and opportunities to build personal and professional connections – so you can build a meaningful career and thrive as a part of a winning culture.  ​ Sound like your kind of place? Then we should be co-workers.

Abonnés LinkedIn
529 147
Personnes associées sur LinkedIn
59 168
Bureaux déclarés
  • First Canadian Place, 100 King Street, Toronto, ON M5X 1A1, CA
  • 111 W Monroe St, Chicago, IL 60603, US
Catégories d’activité
  • Wealth Management
  • Finance
  • Banking
  • Financial Services
  • Crowdfunding
Autres noms enregistrés
  • Bank of Montreal
  • BMO
Spécialités
  • Personal Banking
  • Commercial Banking
  • Wealth Management
  • Capital Markets
  • and Asset Management
Le profil indique une agence de recrutement
Non
Investissement total déclaré
8 114 072 573

La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.

We’re a bank, but there’s more to it than that. ​ When you join BMO, it opens a world of opportunities. This is a team that's committed to helping you succeed – personally and professionally. Because at BMO, when you grow, we grow. ​ You know your worth and so do we. That’s why we offer the right mix of learning programs, on-the-job experiences, and opportunities to build personal and professional connections – so…

ChampValeur
SecteurFinancial Services
Taille10,001+ employees
Siège socialToronto, ON
Type d’organisationPublic Company
SpécialitésPersonal BankingCommercial BankingWealth ManagementCapital Marketsand Asset Management
Offres sur Jobsy1 081
LinkedInVoir la page
Description

Application Deadline:

11/13/2026

Address:

33 Dundas Street West

Job Family Group:

Customer Solutions

The Director, Value Added Services and Beyond Banking defines and delivers what makes banking with BMO meaningfully different, helping customers make Real Financial Progress while driving acquisition, engagement, retention and relationship depth.


The role leads the strategy, development and execution of BMO’s value-added services and experiences across key pillars such as goals, protection and beyond banking. The mandate brings together customer insights, product strategy, digital experiences, partnerships and enterprise capabilities to create distinctive experiences that extend beyond traditional banking products.


The portfolio today includes award-winning capabilities such as My Financial Progress, Credit Coach, SmartProgress, Zogo as well as Beyond Banking Benefits ecosystem.


Looking for a strategic builder who is equally comfortable shaping a vision from a blank sheet, presenting a recommendation to senior executives, negotiating with an external partner and working through execution trade-offs with delivery teams.


Key Accountabilities

Overarching Accountabilities

  • Define and evolve the Personal Banking value proposition and a multi-year roadmap anchored in customer needs, competitive insight and business priorities.
  • Develop business cases, investment recommendations and success metrics for the portfolio.

Strategic Thinking and Partnership

  • Own and scale the Goals Ecosystem, including My Financial Progress and goal-based tools in branch and digital.
  • Connect customer goals to relevant advice, products and experiences across channels, maximizing value to customer and the bank.
  • Help customers build financial resilience and confidence through our credit products and capabilities.
  • Own BMO's financial education offering, including SmartProgress and Zogo, turning education into action.
  • Drive adoption and engagement of digital features and value add capabilities.
  • Lead the strategy, analytics, insights and phased build-out of a best-in-class ecosystem of beyond banking benefits
  • Identify, evaluate and negotiate strategic partnerships, including value exchange, commercial terms and customer proposition.
  • Manage partner and vendor relationships, contracts and performance.

Product Development & Execution

  • Take propositions from insight and concept through business case, pilot, launch and scale using a disciplined test-and-learn approach.
  • Lead complex cross-functional initiatives with Product, Digital, Technology, Marketing, Analytics, Legal, Risk, Procurement and frontline partners.
  • Track KPIs across adoption, engagement, products per customer, retention and financial impact.

Leadership

  • Build, coach and develop a high-performing team of strategy, product and partnership professionals.
  • Influence senior leaders across Personal Banking and the enterprise, and communicate clearly at the executive level.
  • Foster a culture of customer obsession, accountability and innovation.

Qualifications

  • Undergraduate degree and MBA from a top tier school.
  • 10+ years of experience in strategy, product management, proposition development, partnerships or customer experience, ideally in financial services or consumer businesses.
  • Proven record of taking new propositions from concept to scaled launch.
  • Strong commercial acumen, including business case development and partnership negotiation.
  • Experience leading complex, cross-functional programs in a matrixed organization.
  • Excellent executive communication, storytelling and stakeholder management skills.
  • Strong analytical and structured problem-solving skills.
  • Demonstrated people leadership and team development.

Salary:

$120,000.00 - $215,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s 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 Group’s expected target for the first year in this position.

BMO Financial Group’s 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: https://jobs.bmo.com/global/en/Total-Rewards

About 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. We’ll 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, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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.

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