Location
toronto
Job Type
Full-time
Posted
June 11, 2026
Job Description
Drive product marketing strategies for Managed Accounts at BMO Financial Group. This senior associate role emphasizes risk management, compliance, and enhancing the overall customer journey.
In this role, you will focus on defining the marketing strategy for Managed Account products, utilizing your background in Bloomberg, Excel, or Morningstar Direct. You will work closely with internal partners to innovate product offerings and streamline processes, ultimately leading to improved customer satisfaction. Your contributions will include strategic planning and identifying emerging trends.
Key Responsibilities:
• Collaborate to innovate new Managed Account products
• Resolve complex customer escalations and policy exceptions
• Analyze market trends for informed decision-making
• Manage vendor partnerships and ensure contract compliance
• Contribute to regulatory reporting and risk assessments
Requirements:
• 5-7 years of relevant Managed Account experience
• ...
In this role, you will focus on defining the marketing strategy for Managed Account products, utilizing your background in Bloomberg, Excel, or Morningstar Direct. You will work closely with internal partners to innovate product offerings and streamline processes, ultimately leading to improved customer satisfaction. Your contributions will include strategic planning and identifying emerging trends.
Key Responsibilities:
• Collaborate to innovate new Managed Account products
• Resolve complex customer escalations and policy exceptions
• Analyze market trends for informed decision-making
• Manage vendor partnerships and ensure contract compliance
• Contribute to regulatory reporting and risk assessments
Requirements:
• 5-7 years of relevant Managed Account experience
• ...