Director, Smartfolio Pro at Bank of Montreal — NeverHard

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 → registration → first purchase → repeat engagement. Messaging & content alignment: Ensure communications are clear, education-led, and aligned to SmartFolio Pro’s positioning for DIY investors (informative, non-advisory tone). Partner coordination: Work day-to-day with InvestorLine, Retail Banking, and loyalty stakeholders to align campaign timing, channel placements, and client journey handoffs. Performance tracking: Contribute to the development and monitoring of an acquisition and conversion performance (e.g., funnel conversion, activation, engagement) scorecard and share insights with relevant stakeholders. Platform evolution & strategic input Provide client-led insights to support the ongoing evolution of SmartFolio Pro, helping shape platform enhancements, new product add-ons, and future capabilities based on observed client behaviour, engagement patterns, and demand trends Partner with product, digital, and marketing teams to refine the platform experience and value proposition, improving adoption, usability, and overall client engagement Skills & experience Experience in digital acquisition, lifecycle marketing, or conversion optimization , ideally in an Order Execution Only environment. Strong grasp of segmentation, email targeting, and marketing effectiveness (test/learn mindset; using performance data to refine campaigns). Comfortable working cross-functionally with marketing, digital/product, analytics, and distribution teams to deliver coordinated execution. Clear written and verbal communication skills—able to craft and refine education-forward messaging that stays within platform guardrails. Salary : $94,600.00 - $176,000.00 Pay Type: Salaried 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.