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Director, Smartfolio Pro at Bank of Montreal — NeverHard
Director, Smartfolio Pro at Bank of Montreal in Toronto, Ontario. View salary, required skills, and apply on NeverHard.
- Company
- Bank of Montreal
- Location
- Toronto, Ontario
- Type
- full_time
Application Deadline:
05/24/2026
Address:
100 King Street West
Job Family Group:
Strategy & Change
Role summary
Support the growth of SmartFolio Pro by executing client acquisition and go-to-market activity across BMO partner channels—primarily but not limited to
BMO InvestorLine
,
Retail Banking referral streams
, and
Air Miles / Blue Rewards
. This role works closely with internal partners to improve the effectiveness of marketing spend, strengthen targeting (especially email and lifecycle journeys), and increase client conversion and activation on the platform.
Key accountabilities
Acquisition execution:
Coordinate and run acquisition initiatives that drive sign-ups and funded activations for SmartFolio Pro through InvestorLine, retail referral pathways, and loyalty channels (Air Miles / Blue Rewards).
Targeting & lifecycle marketing support:
Partner with marketing teams to improve audience segmentation and reduce “blanket” outreach by using more targeted, behaviour-led lifecycle communications (awareness → onboarding → re-engagement).
Conversion optimization:
Identify friction points and work with digital/product/marketing partners to improve conversion from click → registratio
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