Senior Manager, Client Incentive Management

Address:

The Senior Manager, Client Incentive Management is the Digital Investing leader accountable for determining, budgeting for, and forecasting client incentive offers that drive client and asset acquisition and retention. Partnering closely with internal marketing, sales, and data & analytics teams, the Senior Manager owns the design, development, management and implementation of incentive offer strategy and tactics. This includes, but is not limited to, ideation, defining analytical requirements, detailed analysis, forecasting, executive socialization, and performance reporting.

• Determines client incentive offers for all sales and marketing activities (e.g., campaigns)
• Develops and owns the incentives roadmap for execution.
• Keeps track of competitor incentive offers and strategies and uses understanding of how clients perceive incentive offers to drive recommendations
• Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
• Analyzes data and information to report on customer behavior and campaign and sales related insights and direct changes
• Monitors progress against milestones, recommends and implements adjustments as necessary to meet business objectives
• Partners with stakeholders in the business/group, internal marketing and sales functions to execute on incentive offers
• Develops and maintains relationships with internal/external partners to include vendors and suppliers
• Keeps stakeholders informed of messages, recommendations, decisions, process and progress.
• Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.
• Participates in tactic design and planning, and provides advice & subject matter expertise to achieve required business results.
• Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions.
• Monitors and tracks performance, and addresses any issues.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Seasoned professional with experience managing B2C customer-facing incentives and combination of marketing and/or sales experience required.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / 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.