Job title: National Marketing Manager, BMO Private Wealth

Company: BMO Financial Group

Job description: Address: 100 King Street West

Job Family Group: Marketing

Education & Experience:

• University Degree (Business focus an asset)
• Demonstrated understanding of the Wealth Management industry preferred
• Marketing experience including advertising, direct marketing, collateral, digital, and social preferred
• Demonstrated experienced working in complex organizations with internal and external partners
• Demonstrated success in simultaneously bringing multiple projects through to successful completion

Skills:

• Superior interpersonal, relationship-building and collaboration skills with peers, partners and executives
• Strong written/oral skills with proven ability to translate into influential communication/presentations
• Project management and ability to manage multiple business priorities at once
• Proven problem solving, negotiation and decision-making skills
• Creative evaluation skills to deliver appropriate feedback on marketing materials vs. business objectives
• Proactive, resourceful and self-motivated
• Must be able to work in a team environment with a multi-disciplinary group

This role delivers marketing consulting to specialized Private Wealth Professionals, specifically Trust, Estate and Insurance Advisors, to support their entrepreneurial business development via increased client acquisition/loyalty. The role will also be responsible to developing and launching national campaigns for the wider Private Wealth Sales force. These campaigns will drive client acquisition and help build the professionals leads pipeline through the development and execution of marketing materials. The National Marketing Manager will ensure collateral meets brand, legal and compliance requirements for Private Wealth Professionals while also helping to drive regional execution of national strategic initiatives. Materials may include advertising, direct mail campaigns, brochures, sell sheets, postcards, events collateral, in-branch digital screens, web banners, PowerPoint presentations, social media, digital media and websites.

Responsibilities include: working with internal and external partners on creative development and adaptation, approvals and translation requirements for all customized marketing materials and promptly responding to all marketing requests. Successful delivery to the sales field of custom and turnkey solutions in a timely manner.

Program Delivery – 35%

• Develop national marketing campaigns ensuring adherence to BMO branding guidelines
• Regularly update and create posted marketing material on intranet;
• Oversee proper maintenance of records of all projects, ensuring accuracy, completeness and in a manner that complies with regulatory and audit requirements.
• Track performance of executed programs, delivering insights and recommendations for continuous improvement.
• Develop strategic Firm-wide marketing campaigns, and/or specific district / division level campaigns by establishing key targets, tracking results and working with other marketing partners to execute campaigns.

Sales support – 35%

• Oversee the development, implementation and execution of marketing requests for specialized BMO Private Wealth Professionals.
• Stay in constant communication with specialized BMO Private Wealth professionals to ensure timely completion of custom marketing requests.
• Develop and maintain support for specialized BMO Private Wealth professional’s website and social media.

People Management – 10%

• Collaborate with internal partners (i.e. regional business leaders, graphic designs, translation, legal, compliance, regulatory, enterprise brand team) and external partners (i.e. agencies) to ensure timely and high-quality delivery of projects within budget.

Vendor and system Management – 20%

• Manages various external vendor relationships as required
• Develops and maintains various marketing systems and providing field support to users

We’re here to help

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 .

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.

Expected salary:

Location: Toronto, ON

Job date: Mon, 02 Aug 2021 06:29:30 GMT

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