Senior Manager - Portfolio & Sales Enablement
$94.6k - $176k per yearBank of Montreal
Application Deadline:07/01/2026Address:33 Dundas Street WestJob Family Group:Customer SolutionsThis is a hybrid role in TorontoSenior Manager, Portfolio & Sales EnablementLocation: Toronto, ONTeam: Customer Lifecycle ManagementReports to: Director, Customer Lifecycle Management & StrategyRole SummaryThe Senior Manager, Portfolio & Sales Enablement is accountable for driving the end-to-end orchestration, performance, and governance of the Customer Lifecycle Management (CLM) journey portfolio , spanning both new and existing lifecycle initiatives.This role operates as a central portfolio leader and strategic partner to the Director , ensuring clarity of priorities, disciplined execution, and measurable business outcomes across multiple journeys. Acting as a PMO lead, strategy advisor, and chief of staff , this individual will:Drive integrated planning, delivery, and performance management across all CLM journeysIdentify and deliver cross-journey initiatives that unlock growth (e.g., sales enablement, primacy, customer experience improvements)Establish scalable operating models, governance structures, and delivery standardsEnable the team and partner ecosystem to execute with speed, clarity, and accountabilityThis role partners closely with Product, Marketing, Campaign Strategy & Execution, Retail Product Teams, Analytics, Digital, and Frontline teams to translate strategy into execution , while ensuring portfolio-level alignment to retail bank priorities.Key AccountabilitiesPortfolio Strategy & GovernanceDefine and operationalize a portfolio-level strategy and roadmap across all CLM journeys (new and existing)Establish and run governance forums, stage gates, and prioritization frameworks to ensure aligned decision-makingProvide clear visibility into portfolio progress, risks, dependencies, and outcomes to senior leadershipEnsure alignment of journey plans to broader retail banking objectives (growth, primacy, engagement, efficiency)Portfolio Delivery & PMO LeadershipAct as the central owner of portfolio delivery , coordinating timelines, dependencies, and execution across journeysDrive integrated planning and sequencing across initiatives to optimize impact and resource utilizationStandardize delivery approaches (e.g., roadmaps, business cases, measurement frameworks, stage gates)Identify and resolve execution risks, bottlenecks, and cross-team dependenciesEnsure initiatives are set up for scalable, repeatable executionSales Enablement & Cross-Journey InitiativesIdentify and lead horizontal initiatives that cut across journeys to improve customer and business outcomes (e.g., sales enablement, cross-sell frameworks, frontline enablement)Partner with key stakeholders to define and deliver enterprise-level capabilities that enhance customer engagement and product adoptionEnsure consistency in customer experience, messaging, and value proposition across journeysDrive initiatives that improve products per customer (PPC), share of wallet, and primacyPerformance Management & InsightsEstablish and manage portfolio-level KPIs and performance dashboardsTrack and report on journey performance, delivery progress, and business impactLeverage data and insights to identify optimization opportunities and strategic pivotsDrive a performance culture grounded in transparency, accountability, and continuous improvementStakeholder & Enterprise LeadershipAct as a trusted advisor and thought partner to the Director and senior leadersInfluence cross-functional stakeholders across Product, Marketing, Campaign Strategy & Execution, Retail Product Teams, Analytics, Digital, and OperationsLead alignment across partners to ensure shared ownership and delivery against common objectivesRepresent CLM in key forums, ensuring clear articulation of priorities, progress, and impactTeam Enablement & Operating ModelDesign and evolve the CLM operating model, RACI, and ways of working across journeysSupport hiring, onboarding, and enablement of new journey teamsEstablish best practices, toolkits, and frameworks to accelerate delivery quality and consistencyFoster a culture of collaboration, transparency, and high performanceRisk & GovernanceEnsure all initiatives align with BMO’s risk management framework, policies, and regulatory requirementsProactively identify and manage delivery, customer, and operational risksEnsure initiatives are delivered within risk appetite and governance standardsQualifications & ExperienceExperienceTypically 7+ years of experience in strategy, program delivery, consulting, or retail bankingExperience leading complex, cross-functional portfolios or large-scale programsProven ability to operate at both strategic and execution levelsStrong experience working across multiple stakeholder groups and competing prioritiesEducationPost-secondary degree in Business, Commerce, Engineering, or a related fieldMBA or advanced degree is an assetCore CapabilitiesStrategic thinking and portfolio management – ExpertProgram and delivery leadership (PMO) – ExpertCross-functional influence and stakeholder management – ExpertData-driven decision making and performance management – ExpertRetail banking and customer lifecycle understanding – Strong assetExecutive communication and storytelling – ExpertAbility to manage ambiguity and scale evolving mandates – ExpertSalary :$94,600.00 - $176,000.00Pay Type:SalariedThe 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: UsAt 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 .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. #J-18808-Ljbffr
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