Senior Manager - Digital Advice - BMO Investorline REMOTE/TELETRAVAIL, ON, CAN

06/24/2025

Address:

VIRTUAL(R)59 - REMOTE/TELETRAVAIL - ON - BMO

Wealth Sales & Service

Position Summary:

• We are looking for a visionary and execution-focused Senior Manager to lead the Sales, Service, and Transformation strategy within our Digital Advice team. This role is at the forefront of modernizing client engagement by combining digital innovation with trusted advice. The ideal candidate is passionate about financial empowerment, client experience, and leading high-performing, digitally enabled teams through transformation.

• The Senior Manager will lead and evolve our Sales, Service, and Transformation initiatives within a complex, matrixed organization by: 

  • Having a strong understanding of current Digital Advice Industry (customer experience, digital tools, regulatory requirements, and operational processes) combined with a forward-thinking, what’s possible mindset

  • Being an effective thought-leader to build and deliver on transformation initiatives, from digital adoption to process redesign, to drive efficiency, scalability, and value

  • Excelling at leadership, communication, and stakeholder engagement skills to manage change across the organization by aligning teams to transformation goals and building engagement

  • Identifying and removing barriers to innovation and help embed a continuous improvement mindset across teams

  • Driving growth, enhancing customer experience, and leading change initiatives that align with our long-term vision

  • Leading high-performing teams, fostering a winning culture of innovation and accountability

  • Developing and executing sales strategies that drive revenue growth and client acquisition/retention by setting clear sales targets, monitor performance, and coach teams for continuous improvement

  • Leveraging data and insights to identify new market opportunities and customer segments

Key Responsibilities:

• Digital Sales Leadership

  • Lead the development and execution of sales strategies that drive client adoption of digital advice platforms and hybrid advisory models.

  • Optimize client journeys and digital funnels to increase conversion, wallet share, and product penetration.

  • Use data and analytics to uncover trends, personalize outreach, and identify new revenue opportunities.

  • Provides strategic input into business decisions as a trusted advisor.

  • Provides subject matter expertise relating to product knowledge, processes, and operating systems and makes recommendations on strategy and new initiatives, based on an in-depth understanding of the business/group.

  • Leads and executes market business development plans to achieve business goals.

  • Creates innovative business development strategies, including collaborating with other BMO partners to grow the business.

• Service Excellence in a Digital World

  • Oversee service delivery across digital and remote channels, ensuring seamless, high-quality client experiences.

  • Partner with contact centres, advisors, and digital product teams to ensure consistent and integrated service across all touchpoints.

  • Drive KPIs related to service (e.g., NPS, digital engagement, resolution rates) with a continuous improvement mindset.

  • Develops, maintains, and services client relationships to identify areas of improvement to support overall client experiences.

  • Escalates complex or unresolved customer situations to senior managers.

  • Maintains the confidentiality of customer and Bank information.

  • Adheres to internal risk mitigation policies and industry rules/regulations.

  • Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.

• Transformation & Innovation

  • Lead transformation projects that modernize advice delivery — from process digitization to AI-enabled tools and workflows.

  • Manage change across advisory and support teams to embrace digital-first thinking while preserving the human touch where it matters most.

  • Collaborate cross-functionally to align technology, product, and operations with client-centric innovation goals.

  • Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.

  • Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging and identifies appropriate distribution channels.

• Leadership & Talent Development

  • Lead and inspire a team of managers and front-line specialists delivering sales and service in a digital advice environment.

  • Foster a performance-driven culture focused on growth, adaptability, and client obsession.

  • Support employee readiness and engagement through coaching, upskilling, and change enablement.

  • Attracts, retains, and enables the career development of top talent.

  • Continually assesses and improves the level of individual and team performance through coaching, recognizing and rewarding, supporting development, and managing poor performance.

  • Monitors sales and performance targets against plans to reinforce sales processes and client experiences, identify gaps, issues, and best practices and create and sustain consistent superior service to customers/clients and prospects.

• Broader work or accountabilities may be assigned as needed.

• Qualifications:

  • 7+ years of experience in banking or wealth management, with a focus on digital advice, sales leadership, or client experience.

  • Deep understanding of digital tools and platforms used in financial advice (e.g., robo-advisors, hybrid models, planning tools).

  • Proven track record of delivering on transformation initiatives and driving measurable improvements in sales and service outcomes.

  • Strong analytical skills, with experience using dashboards, CRM systems, and customer insights to inform decisions.

  • Excellent people leadership skills with the ability to inspire cross-functional teams.

  • Bachelor’s degree in Business, Finance, or related field; MBA or industry certifications (e.g., CFP, CIM) are assets.

  • Licensing requirements as applicable

$79,800.00 - $148,200.00

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.