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Role Overview

The Director, Canadian Private Wealth Marketing is responsible for shaping and leading the marketing strategy in support of Canadian Private Wealth business priorities. The role translates business strategy, client needs and market opportunities into integrated marketing plans that support client acquisition, relationship deepening, retention and sustainable growth.

The Director acts as a trusted advisor to senior leaders, bringing an expert understanding of the Private Wealth business, client segments, competitive dynamics and marketing practices. The role is expected to independently frame strategic issues, develop options and recommendations, establish priorities and mobilize cross-functional teams to deliver outcomes aligned to business priorities.

Working across a complex, matrixed environment, the Director leads the development and execution of data-driven marketing programs and ensures alignment across business stakeholders, Enterprise Marketing functions, channels, analytics, sales and client-facing teams. The role is accountable for translating insights into action, connecting marketing investments to business outcomes, and continuously improving marketing effectiveness.

The Director also leads and develops a high-performing team, creates clarity of ownership and expected outcomes, and fosters a culture of collaboration, inclusion, accountability and continuous improvement.

Key Accountabilities

Strategic Marketing Leadership & Business Advisory

• Acts as a trusted advisor to senior leaders in making business decisions and implementing strategic initiatives.
• Develops and leads integrated marketing strategies and multi-year roadmaps aligned to Canadian Private Wealth priorities, including client acquisition, relationship deepening, retention and brand consideration.
• Maintains an expert understanding of the business, client needs, products, advice models, growth drivers and challenges to produce effective and integrated marketing solutions.
• Anticipates strategic needs and emerging opportunities; independently frames issues, conducts analysis and brings forward clear options and recommendations.
• Helps determine business priorities and the best sequence for execution of business and marketing strategy.
• Develops business cases by identifying needs, analyzing potential options, assessing expected return on investment and advising on resource requirements.
• Communicates complex or abstract concepts in clear, simple and executive-ready terms.

Private Wealth Growth Strategy, Client & Market Leadership

• Builds deep knowledge of affluent and high-net-worth client segments, advisor and relationship-manager needs, competitive dynamics, regulatory considerations and evolving wealth-management trends.

• Translates business, client, market and competitive insights into differentiated value propositions, client journeys, content priorities and integrated growth programs.

• Identifies emerging issues and trends and recommends appropriate changes to strategy, priorities or execution.

• Leads marketing strategies across relevant client lifecycle opportunities, including acquisition, onboarding, engagement, relationship deepening, retention and intergenerational wealth transfer.

• Connects Canadian Private Wealth priorities with broader enterprise capabilities and identifies opportunities to create greater value across businesses.

Integrated Marketing Planning & Executional Oversight

• Develops and implements short- and long-term strategies, activation plans, schedules, budgets, communications and tactical plans, as required.
• Oversees the development and delivery of marketing solutions across assigned channels and media, including campaigns, digital experiences, content and thought leadership, partnerships, sponsorships, events and conferences.
• Leads the execution of operational programs; assesses and adapts plans as needed to ensure quality of execution and achievement of business objectives.
• Establishes clear scope, outcomes, owners, milestones, dependencies and decision points for priority initiatives.
• Monitors progress against milestones and implements adjustments when required, balancing strategic impact, client experience, resources, risk and operational complexity.
• Ensures marketing strategies and executions are consistent with BMO brand standards and aligned to enterprise priorities.

Measurement, Analytics & Performance Management

• Defines business requirements for marketing analytics, measurement and reporting so that data and insights inform business decision making.
• Establishes clear objectives, leading and lagging indicators, performance targets and learning agendas for major marketing investments.
• Breaks down strategic problems and analyzes data, information and market signals to develop insights and recommendations.
• Monitors and tracks performance, identifies issues and opportunities, and recommends optimization or corrective action.
• Oversees regular and ad hoc reports and dashboards that connect marketing performance to client and business outcomes.
• Builds a culture in which evidence, learning and accountability are embedded in planning and investment decisions.

Executive Stakeholder & Cross-Functional Leadership

• Builds effective relationships with internal and external stakeholders and ensures alignment across business and functional priorities.
• Acts as the prime marketing contact for senior Canadian Private Wealth stakeholders and as a liaison with internal marketing functions.
• Influences how teams and groups work together, creating interdependent partnerships across business, product, sales, digital, analytics, channels, risk and Enterprise Marketing teams.
• Operates at a group and enterprise-wide level and serves as a senior specialist resource across BMO.
• Uses sound judgment, constructive challenge and strong facilitation to resolve competing priorities and complex, interdependent issues.
• Fosters strong internal and external networks to advance business objectives.

People Leadership, Organizational Effectiveness & Culture

• Fosters a culture aligned to BMO’s purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour that fosters diversity, equity and inclusion.
• Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes and ensures accountability for follow-through.
• Builds an interdependent, high-performing team that collaborates across functional and operating groups to create value for stakeholders.
• Attracts, retains and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports development and manages poor performance.
• Clarifies decision rights, roles, priorities and ways of working; recommends and implements measures to improve organizational effectiveness.
• Builds strategic, business, analytical and modern marketing capabilities within the team and supports succession planning.

Financial Management, Vendor Oversight, Risk & Governance

• Plans and controls unit operating expenses in accordance with forecasts and makes recommendations on financial management processes as requirements change.
• Advises on investment allocation and resource trade-offs based on strategic fit, expected impact, scalability and capacity.
• Leads the design, implementation and management of core business and marketing processes.
• Leads or oversees vendor relationships, establishes execution guidelines and ensures agreements and performance requirements are met.
• Ensures marketing activities comply with applicable laws, regulations, policies, standards, procedures, approval requirements and BMO’s Risk Management Framework.
• Makes sound, risk-informed decisions aligned to business strategy and approved risk appetite while protecting the bank, clients and brand.
• Broader work or accountabilities may be assigned as needed.

Success Profile

The successful candidate will distinguish themselves through the following leadership behaviours:

Capability

What strong performance looks like

Independent strategic leadership

Anticipates needs, creates structure in ambiguous situations and brings forward well-reasoned recommendations without relying on prescriptive direction.

Commercial and business acumen

Understands Private Wealth economics, clients, competitive dynamics and growth drivers, and connects marketing choices to business and client outcomes.

Insight to action

Initiates analysis, distinguishes signal from noise and converts evidence into clear choices, priorities and action.

Executive advisory and influence

Builds credibility with senior leaders through judgment, concise communication, constructive challenge and reliable follow-through.

Prioritization and ownership

Balances competing demands, identifies trade-offs, establishes a practical roadmap and remains accountable for outcomes through execution.

Team leadership

Creates clarity, raises strategic capability, delegates effectively and addresses performance directly and fairly.

Enterprise collaboration

Mobilizes interdependent teams, aligns decision-makers and advances solutions across organizational boundaries.

What Success Looks Like in the First 12 Months

• Becomes a trusted and credible marketing advisor to Canadian Private Wealth senior leadership and key enterprise partners.
• Establishes a clear, insight-led marketing strategy and prioritized roadmap aligned to growth, client and business objectives.
• Improves the quality, timeliness and independence of strategic recommendations brought to leadership forums.
• Strengthens measurement discipline, including clearer success metrics, performance narratives and optimization decisions.
• Creates transparent ownership, priorities and operating rhythms that improve team effectiveness and delivery confidence.
• Builds a high-performing, accountable and engaged team with stronger strategic, analytical and execution capabilities.
• Identifies and mobilizes material growth opportunities while managing resources, risk and dependencies effectively.

Qualifications

• Typically 9+ years of relevant experience and a post-secondary degree in a related field of study.
• Degree in business, marketing, communications or a related discipline; MBA is preferred.
• Expert knowledge of financial services products and solutions; significant wealth-management experience is strongly preferred.
• Expert knowledge of strategic planning, integrated marketing and execution.
• Demonstrated experience advising senior executives and influencing business strategy and investment decisions.
• Experience leading, coaching and developing high-performing teams in a complex, matrixed organization.
• Demonstrated ability to develop business cases, establish priorities and lead complex strategic initiatives from strategy through execution.
• Strong experience with marketing analytics, performance measurement and translating data into executive-level insights and recommendations.
• Experience managing budgets, agencies, vendors and cross-functional delivery in a regulated environment.
• Seasoned expert with extensive industry knowledge and the credibility to act as a thought leader for innovation.

Skills & Competencies

·    Strategic planning and execution – Expert.

·    Private Wealth and financial-services business acumen – Expert.

·    Integrated marketing strategy and client growth – Expert.

·    Executive communication, advisory and influence – Expert.

·    Analytical thinking, problem solving and data-driven decision making – Expert.

·    People leadership, coaching and performance management – Expert.

·    Cross-group collaboration and stakeholder leadership – Expert.

·    Financial management, prioritization and resource planning – Expert.

·    Ability to manage ambiguity and solve complex, interdependent problems – Expert.

·    Change leadership and organizational effectiveness – Expert.

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.