Program Lead, Business Banking Product & Employee Benefits Banking

BMOVIRTUAL21 - HomeRes - MA, MA
$137,000 - $238,000Remote

About The Position

The Program Lead, Business Banking Products & Employee Benefits Banking, is a senior execution leader responsible for bringing product strategy to life through scalable, market-ready programs that drive client acquisition, activation, and growth across employer and partner-enabled channels. Reporting to the Head, Business Banking Products & Employee Benefits Banking, this role sits at the intersection of Retail program management, commercialization, and distribution enablement. The Program Lead ensures that Business Banking and Employee Banking propositions are effectively activated through coordinated delivery across Product, Commercial Banking, Workplace Banking, Operations, and channel partners. This role does not own product strategy nor frontline sales execution. Instead, it is accountable for end-to-end program execution, ensuring strategies are translated into actionable frameworks, tools, and consistent in-market delivery.

Requirements

  • Senior execution leader responsible for bringing product strategy to life
  • Drives client acquisition, activation, and growth across employer and partner-enabled channels
  • Ensures Business Banking and Employee Banking propositions are effectively activated
  • Accountable for end-to-end program execution
  • Translates strategies into actionable frameworks, tools, and consistent in-market delivery
  • Experience in Retail program management, commercialization, and distribution enablement
  • Ability to coordinate cross-functional teams (Product, Risk, Credit, Operations, Analytics, Digital, Distribution)
  • Experience in translating product strategies into channel-ready offers, campaigns, and activation plans
  • Experience in ensuring readiness across client journeys, onboarding, and servicing models
  • Ability to monitor performance and optimize activation based on conversion, engagement, and client behavior
  • Experience equipping frontline teams with clear product positioning, eligibility rules, and offer structures
  • Ability to partner with Analytics to define KPIs and performance dashboards
  • Ability to serve as central coordination point across various banking departments
  • Experience enabling integration of Business Banking solutions into employer programs and partner ecosystems
  • Experience supporting activation models across Financial Centers, Virtual Connect, and employer channels
  • Ability to optimize onboarding workflows for speed, simplicity, and compliance
  • Ability to standardize referral, warm introduction, and activation processes

Nice To Haves

  • Experience in Business Banking
  • Experience in Employee Benefits Banking
  • Experience in Workplace Banking

Responsibilities

  • Lead end-to-end execution of Business Banking and Employee Banking programs from design through market delivery
  • Establish the program’s roadmaps, milestones, and governance; manage risks, dependencies, and execution outcomes
  • Coordinate cross-functional teams (Product, Risk, Credit, Operations, Analytics, Digital, Distribution) to ensure aligned, timely delivery
  • Ensure programs are scalable, compliant, and aligned to enterprise operating models
  • Translate product strategies into channel-ready offers, campaigns, and activation plans
  • Partner with Commercial, Workplace Banking, and channel leaders on rollout strategies and execution priorities
  • Ensure readiness across client journeys, onboarding, and servicing models
  • Monitor performance and optimize activation based on conversion, engagement, and client behavior
  • Equip frontline teams with clear product positioning, eligibility rules, and offer structures
  • Partner with Analytics to define KPIs and performance dashboards that drive adoption and productivity
  • Serve as central coordination point across Product, Commercial Banking, Business Banking, and Workplace Banking
  • Align product capabilities with execution requirements across onboarding, servicing, and operations
  • Enable integration of Business Banking solutions into employer programs and partner ecosystems
  • Support activation models across Financial Centers, Virtual Connect, and employer channels
  • Optimize onboarding workflows for speed, simplicity, and compliance
  • Standardize referral, warm introduction, and activation processes across lines of business

Benefits

  • health insurance
  • tuition reimbursement
  • accident and life insurance
  • retirement savings plans
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