Manager, Value Proposition

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The Manager, Value Proposition is responsible for leading the ongoing evolution, growth, and commercialization of the award-winning My Financial Progress (MFP) goal-based planning tool and other goals-based experiences within BMO's Goal Ecosystem that help Canadian Personal Banking customers achieve Real Financial Progress.

This role serves as the product manager for My Financial Progress, supporting the development and delivery of initiatives that drive customer adoption, engagement, and product conversion. The successful candidate will identify and advance opportunities to create customer and business value through goals-based insights, personalized recommendations, and relevant product solutions within the customer experience.

The role requires a highly motivated and results-oriented professional with strong strategic, analytical, and project delivery skills. Working closely with partners across Product, Digital, Technology, Analytics, Customer Segments, Marketing, Loyalty, Salesforce Enablement, and Virtual Connect teams, the individual will help develop and execute strategies that increase customer value, deepen banking relationships, and support business growth.

Key Accountabilities

Value Proposition & Product Management

· Serve as the product manager for My Financial Progress and subject matter expert for BMO's Goal Ecosystem.

· Contribute to the prioritization and planning of feature enhancements, capabilities, and customer experience improvements.

· Identify opportunities to increase customer adoption, engagement, and product conversion through goals-based personalization and improved customer experiences.

· Champion the voice of the customer in the development and enhancement of customer experiences.

· Support initiatives through business casing, requirements development, implementation, testing, launch, and ongoing optimization.

· Monitor market trends, customer needs, and competitive offerings to identify opportunities for growth and differentiation.

· Partner with Product, Digital, and Technology teams to support requirements development, enhancement prioritization, and successful initiative delivery.

Customer Growth and Product Monetization

· Support the development and execution of strategies that drive adoption, engagement, and product conversion across My Financial Progress.

· Identify opportunities to increase product penetration, deepen customer relationships, and support business growth objectives.

· Leverage customer insights, behavioural data, and analytics to develop strategies that influence customer actions and improve business outcomes.

· Partner with Product, Customer Growth, Segment, and Loyalty teams to integrate relevant banking solutions and offers into customer experiences.

· Develop recommendations and business cases to support future enhancement and investment decisions.

Project Ownership and Execution

· Lead and coordinate strategic initiatives and cross-functional projects from planning through implementation and post-launch optimization.

· Support project planning, stakeholder alignment, requirements gathering, risk management, and change management activities.

· Influence partners across business, digital, analytics, technology, and operations teams to achieve project objectives and timelines.

· Help ensure initiatives are delivered on time, within scope, and aligned with business objectives.

· Navigate ambiguity and proactively resolve issues to maintain delivery momentum.

Business Performance and Insights

· Establish success metrics and performance tracking for product adoption, engagement, customer outcomes, and conversion.

· Accountable for achieving adoption, engagement, conversion, and business performance targets for My Financial Progress.

· Analyze product and customer performance data to identify opportunities for optimization and growth.

· Develop ready reporting, presentations, and recommendations for senior leadership.

· Translate complex data and insights into actionable business strategies and decisions.

Knowledge & Skills

· 3+ years of relevant experience in financial services, strategy, customer growth, digital channels, consulting, marketing, or related business functions.

· Experience supporting customer-focused initiatives and working with cross-functional stakeholder groups.

· Strong business acumen, strategic thinking, and problem-solving skills.

· Strong analytical capabilities, with the ability to translate data and insights into actionable recommendations.

· Demonstrated ability to influence stakeholders and drive alignment across multiple teams.

· Strong project management and execution skills.

· Effective presentation, communication, and storytelling capabilities.

· Ability to manage competing priorities in a fast-paced environment.

· Strong ownership mindset with a focus on results and continuous improvement.

· Advanced PowerPoint and Excel skills.

Competencies

• Product Management & Digital Strategy - Advanced
• Strategic Thinking & Business Acumen - Advanced
• Project Leadership & Execution - Advanced
• Stakeholder Influence & Relationship Management - Advanced
• Data-Driven Decision Making - Advanced
• Collaboration & Teamwork - Advanced
• Customer Focus - Advanced
• Managing Ambiguity - Advanced

Salary:

Pay Type:

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.