Managing Director-PM Head of Workplace Banking & Commercial Integration

Bank of Montreal•Chicago, IL

9d•Onsite

About The Position

The Head, Workplace Banking & Commercial is accountable for enterprise sales strategy, field activation, and commercial integration of the Bank at Work offering across Retail, Small Business, and Commercial client portfolios. This role focuses on how Bank at Work is positioned, sold, and delivered to employer clients and their employees, translating product strategy into frontline execution and measurable client outcomes, ensuring the BMO product suite is positioned as a core differentiator in employer partnerships. The role activates employer relationships as an enterprise sales engine, translating Commercial client relationships into consumer and small business growth through frontline execution. The leader influences executive leaders across the bank, leads a cross functional operating model, and owns performance outcomes tied to consumer growth, commercial client value, and enterprise adoption of financial wellness programs. This role does not own Bank at Work product design, promotional economics, or enterprise product governance. Instead, it drives adoption, penetration, and client value realization through employer partnerships, relationship management, and financial center execution in alignment with the Employee Banking product owner.

Requirements

15+ years of experience in commercial banking, sales leadership, client engagement, distribution strategy, or enterprise growth program execution.
Proven success leading large‑scale sales or relationship management teams in a matrixed environment, revenue growth, and client acquisition.
Deep understanding of Commercial and Business Banking sales motions, employer decision dynamics, and frontline execution and distribution models.
Strong executive presence with demonstrated ability to influence senior leaders and employer executives.
Experience executing complex, multi‑segment programs at scale while maintaining compliance and brand standards.

Responsibilities

Own the go-to-market strategy for Workplace Banking as a competitive differentiator, including segmentation, sales motions, and execution models across Retail, Small Business, and Commercial portfolios
Build a scalable program model that supports both the <800 employee retail-focused segment and 800+ commercial client segment.
Execute the multi‑year Workplace Banking strategy, including employer segmentation, client tiering, sales motions, and profitability targets.
Define the differentiated approach for: Retail/Small Business (<800 employees): high-volume, scalable, digitally driven programs. Commercial (>800 employees): consultative, relationship-led programs with deeper on-site engagement and employer-level integration.
Align program strategy with Corporate, Retail, Digital, Small Business, Business Banking, and Commercial leadership priorities.
Create governance frameworks, operating models, and enterprise policies for consistent delivery of Bank at Work across regions and client segments.
Monitor market dynamics, competitive positioning, and emerging employer and employee needs to inform the strategic direction, evolution, and prioritization of Workplace Banking segment programs.
Partner with Commercial Banking leaders, Regional Presidents, and Relationship Managers to drive employer acquisition and retention through Workplace Banking.
Serve as the executive-level subject matter expert during Commercial and Business Banking sales cycles, influencing client acquisition and retention.
Lead strategic engagements with C suite, HR, Total Rewards, and Benefits leaders at partner companies.
Equip frontline teams with sales narratives, employer value stories, and execution playbooks aligned to approved product strategy.
Translate Commercial employer relationships into employee household and small business acquisition through coordinated employer activation and frontline engagement.
Own execution through financial centers (branches), BMO Virtual Connect, and field teams, ensuring consistent, compliant delivery of the Workplace Banking experience.
Oversee onsite events, seminars, enrollment activities, and employer‑based activations delivered by frontline teams.
Establish routines, coverage models, and capacity planning to align field resources to regional and employer priorities.
Oversee employee engagement models, including workshops, financial wellness events, enrollment campaigns, and ongoing employer‑sponsored activities.
Ensure experiences are tailored to diverse workforces, income segments, and regional needs while adhering to enterprise standards.
Drive adoption of digital enrollment pathways and tools in partnership with distribution and marketing teams.
Partner closely with the Head, Business Banking Products & Employee Benefits Banking to translate approved product strategy, offers, and rules into executable employer and field processes.
Coordinate with Marketing, Compliance, Risk, Legal, and Technology to ensure compliant delivery and consistent employer experience.
Act as the primary escalation point for field, employer, and distribution issues related to Workplace Banking execution.
Foster a performance‑driven, customer‑centric culture that emphasizes collaboration across lines of business.
Provide leadership across risk management, portfolio oversight, sales and marketing enablement, operational execution, and service delivery, while developing talent and leadership capability across a complex, cross‑functional operating model.
Own sales and adoption outcomes for Workplace Banking, including employer participation, employee enrollment, and distribution‑level contribution, including enterprise adoption and sales outcomes such as: New-to-bank households and small-business customers Deposit growth and consumer lending penetration Commercial client retention and program adoption Digital enrollment and financial wellness engagement
Analyze performance trends, client feedback, and market intelligence to enhance sales approaches and activation models
Present program results, business cases, and future-state roadmap recommendations to executive leadership.
Maintain rigorous adherence to compliance, consumer/privacy regulations, and audit requirements.
Ensure event protocols, data handling, marketing practices, and client interactions meet regulatory and brand standards.
Govern ethical engagement with employer partners to protect customer information and uphold the bank’s reputation.