Sr Marketing Manager

Bank of Montreal•Chicago, IL

5d•$75,000 - $160,000

About The Position

The Senior Marketing Manager focuses on Business Banking within BMO’s U.S. Relationship Marketing Team, which develops and optimizes campaigns for current clients across onboarding, activation, digital adoption, engagement, cross-sell, loyalty, and retention. The role is the primary marketing partner for Business Banking, developing strategy and overseeing tactical execution in coordination with business partners, internal marketing teams, external agencies, and other stakeholders. Its goal is to support client, account, balance, and revenue growth through integrated, omnichannel campaigns. The manager develops insight-driven briefs and delivers campaigns from planning through execution and analysis across paid and owned channels. The position coordinates with teams such as Product, Compliance, Analytics, Legal, Creative, and channel partners to optimize client journeys and deliver accurate, timely campaigns. It also evaluates performance data and competitive intelligence, reports results and recommendations, manages project workflows in Workfront, and contributes to process improvement and budget tracking. The first 30, 60, and 90 days involve progressively taking ownership of partner relationships, campaign execution, Workfront projects, reporting, and Business Banking marketing budgets.

Requirements

Bachelor’s degree in marketing, advertising, communications, or a related field.
7–10 years of relevant financial services marketing experience, including demonstrated ownership of marketing operations, project management, and campaign delivery.
Strong organizational and communication skills, with the ability to lead timelines, influence teams, and work across multiple stakeholders.
Strong interpersonal skills and a collaborative, team-oriented approach to building partnerships across differing points of view.
Ability to identify multiple paths to effective outcomes and adapt strategies as new data becomes available.
Advanced verbal and written communication skills, including experience presenting to senior leadership and influencing action in a large, matrixed organization.
Exceptional project management, deadline management, and attention to detail, with demonstrated ability to implement and improve marketing workflows.
Growth mindset, positive approach to challenges, and ability to encourage creative ways of working more efficiently.
Results-driven creative problem-solving skills, including gathering and analyzing data to develop insight-based recommendations.
Comfort working in evolving, high-growth environments, with ambiguity and within matrixed organizations.
Strong proficiency in Excel, PowerPoint, Word, Salesforce, and knowledge of financial marketing platforms.

Nice To Haves

Prior experience in regulated marketing, such as finance, healthcare, or insurance.
Advanced experience with Workfront as both a user and project owner.

Responsibilities

Support onboarding, retention, cross-sell, engagement, and loyalty campaigns for Business Banking clients across direct mail, email, digital banking, and other channels.
Own and maintain project briefs, timelines, calendars, and task-management systems; coordinate with cross-functional partners.
Deliver high-quality, on-time campaigns, client journeys, and communications across print, digital, owned, and in-branch channels.
Track operational KPIs and prepare leadership reporting.
Support process improvements, including updating templates, documenting workflows, and enhancing internal tools; assist with budget management as needed.
Serve as the day-to-day contact for assigned workstreams across creative, partner, legal, and agency teams.
Align with documented processes, establish feedback loops, address execution bottlenecks, and improve operational visibility and scalability.
Own campaign project management in Workfront, including intake forms, templates, workflows, project status, and reporting dashboards.
Develop consultative relationships with business partners and teams across marketing, product, channel execution, data, digital, social media, legal, and compliance.
Lead strategy, planning, and execution of relationship marketing campaigns across paid and owned channels to deepen and retain Business Banking relationships.
Manage Business Banking marketing projects in Workfront, provide status updates, communicate proactively, and escalate or reprioritize work when needed.
Track marketing expenses and cost-center records with accounting partners, and assess return on marketing investment (ROMI).
Track and analyze campaign performance weekly, monthly, and quarterly; identify opportunities for improvement.
Support annual and quarterly marketing planning and reporting, and communicate competitive intelligence and campaign insights to leadership.
Manage agency partners and evaluate and implement marketing tactics and media opportunities; monitor programs against goals.
Monitor campaign and marketing-plan milestones and recommend or implement adjustments to meet business objectives.
Manage Business Banking relationship marketing cost-center tracking, budgets, and reporting; produce regular and ad hoc reports and dashboards.
Oversee final messaging and creative approvals, execute campaigns, and present results and data-driven insights to business partners and marketing colleagues.