Senior Product Manager, Client Onboarding

BMO•Toronto, ON

2d•CA$110,000 - CA$125,000

About The Position

The Senior Product Manager for Client Onboarding will play a critical role in shaping and delivering a seamless onboarding experience for institutional and corporate clients across BMO Capital Markets. This position sits within the Office of the COO and partners closely with Operations, Technology, Compliance, and Front Office teams to design, implement, and optimize onboarding solutions that meet regulatory requirements and client expectations. The role is accountable for delivering business-focused outcomes by aligning onboarding initiatives with strategic objectives, driving measurable improvements in client experience, operational efficiency, and risk mitigation.

Requirements

Bachelor’s degree in Business, Finance, Technology, or related field; MBA or equivalent preferred.
5+ years in product management, business analysis, or project delivery within financial services (Capital Markets experience strongly preferred).
Proven track record of managing complex, cross-functional initiatives and delivering measurable business outcomes.
Strong understanding of client onboarding processes, regulatory requirements (KYC/AML), and operational workflows.
Excellent communication, stakeholder management, and problem-solving skills.
Familiarity with Agile methodologies and digital transformation tools.

Responsibilities

Define and maintain the product vision and roadmap for Client Onboarding solutions.
Align product strategy with business objectives, regulatory requirements, and client needs.
Translate business goals into actionable product initiatives that deliver tangible value.
Ensure onboarding solutions contribute to revenue growth, cost optimization, and enhanced client satisfaction.
Establish clear success metrics tied to business impact and monitor performance against targets.
Collaborate with internal teams (Operations, Technology, Compliance, Sales) to gather requirements and prioritize enhancements.
Act as the primary liaison between business stakeholders and technology delivery teams.
Identify pain points in the onboarding process and lead initiatives to improve efficiency, reduce risk, and enhance client experience.
Drive automation and digital transformation opportunities within onboarding workflows.
Manage end-to-end delivery of onboarding-related projects, ensuring timelines, budgets, and quality standards are met.
Develop business cases, user stories, and acceptance criteria for new features and enhancements.
Define OKRs and KPIs to measure onboarding efficiency, client satisfaction, and business impact.
Provide regular updates to senior leadership on progress, risks, and opportunities.