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Manager - New‑to‑Investment Lifecycle

BMO

toronto, on, Canada Full-time June 08, 2026

Found Description

Manager, New‑to‑Investment Lifecycle

Location: Toronto, ON

Team: Customer Lifecycle Management

Reports to: Senior Manager, New‑to‑Investment Lifecycle (Customer Lifecycle Management & Strategy)

Role Summary

The Manager, New‑to‑Investment Lifecycle is accountable for supporting the design, build, and ongoing optimization of the New‑to‑Investment Lifecycle journey, a priority initiative focused on accelerating investment adoption and deepening customer relationships across the retail bank. This role plays a critical part in translating strategy into execution, working across Product, Marketing, Campaign Strategy & Execution, Analytics, Digital, and Frontline teams to deliver a seamless, high‑impact customer experience. The Manager will contribute to shaping the journey roadmap, defining key initiatives, and driving delivery against measurable business outcomes such as investment penetration, pri...

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