Senior Manager - Portfolio & Sales Enablement

BMO•Toronto, ON

5d•CA$94,600 - CA$176,000•Hybrid

About The Position

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.

Requirements

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
Post-secondary degree in Business, Commerce, Engineering, or a related field
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
Executive communication and storytelling – Expert
Ability to manage ambiguity and scale evolving mandates – Expert

Nice To Haves

MBA or advanced degree is an asset
Retail banking and customer lifecycle understanding – Strong asset

Responsibilities

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)
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
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
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
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
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
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