Senior Manager - Portfolio & Sales Enablement

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This is a hybrid role in Toronto

Senior Manager, Portfolio & Sales Enablement

Location: Toronto, ON
Team: Customer Lifecycle Management
Reports to: Director, Customer Lifecycle Management & Strategy

Role Summary

The 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 journeys
• Identify and deliver cross-journey initiatives that unlock growth (e.g., sales enablement, primacy, customer experience improvements)
• Establish scalable operating models, governance structures, and delivery standards
• Enable the team and partner ecosystem to execute with speed, clarity, and accountability

This 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 Accountabilities

Portfolio Strategy & Governance

• Define 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-making
• Provide clear visibility into portfolio progress, risks, dependencies, and outcomes to senior leadership
• Ensure alignment of journey plans to broader retail banking objectives (growth, primacy, engagement, efficiency)

Portfolio Delivery & PMO Leadership

• Act as the central owner of portfolio delivery, coordinating timelines, dependencies, and execution across journeys
• Drive integrated planning and sequencing across initiatives to optimize impact and resource utilization
• Standardize delivery approaches (e.g., roadmaps, business cases, measurement frameworks, stage gates)
• Identify and resolve execution risks, bottlenecks, and cross-team dependencies
• Ensure initiatives are set up for scalable, repeatable execution

Sales Enablement & Cross-Journey Initiatives

• Identify 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 adoption
• Ensure consistency in customer experience, messaging, and value proposition across journeys
• Drive initiatives that improve products per customer (PPC), share of wallet, and primacy

Performance Management & Insights

• Establish and manage portfolio-level KPIs and performance dashboards
• Track and report on journey performance, delivery progress, and business impact
• Leverage data and insights to identify optimization opportunities and strategic pivots
• Drive a performance culture grounded in transparency, accountability, and continuous improvement

Stakeholder & Enterprise Leadership

• Act as a trusted advisor and thought partner to the Director and senior leaders
• Influence cross-functional stakeholders across Product, Marketing, Campaign Strategy & Execution, Retail Product Teams, Analytics, Digital, and Operations
• Lead alignment across partners to ensure shared ownership and delivery against common objectives
• Represent CLM in key forums, ensuring clear articulation of priorities, progress, and impact

Team Enablement & Operating Model

• Design and evolve the CLM operating model, RACI, and ways of working across journeys
• Support hiring, onboarding, and enablement of new journey teams
• Establish best practices, toolkits, and frameworks to accelerate delivery quality and consistency
• Foster a culture of collaboration, transparency, and high performance

Risk & Governance

• Ensure all initiatives align with BMO’s risk management framework, policies, and regulatory requirements
• Proactively identify and manage delivery, customer, and operational risks
• Ensure initiatives are delivered within risk appetite and governance standards

Qualifications & Experience

Experience

• Typically 7+ years of experience in strategy, program delivery, consulting, or retail banking
• Experience leading complex, cross-functional portfolios or large-scale programs
• Proven ability to operate at both strategic and execution levels
• Strong experience working across multiple stakeholder groups and competing priorities

Education

• Post-secondary degree in Business, Commerce, Engineering, or a related field
• MBA or advanced degree is an asset

Core Capabilities

• Strategic thinking and portfolio management – Expert
• Program and delivery leadership (PMO) – Expert
• Cross-functional influence and stakeholder management – Expert
• Data-driven decision making and performance management – Expert
• Retail banking and customer lifecycle understanding – Strong asset
• Executive communication and storytelling – Expert
• Ability to manage ambiguity and scale evolving mandates – Expert

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.