11 days ago
Senior Associate, Online Distribution, Global Asset Management
BMO
On Site
Full Time
CA$110,000
Toronto, ON
Job Overview
Job TitleSenior Associate, Online Distribution, Global Asset Management
Job TypeFull Time
CategoryCommerce
Experience5 Years
DegreeMaster
Offered SalaryCA$110,000
LocationToronto, ON
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Job Description
About the Senior Associate, Online Distribution, Global Asset Management Role at BMO
The Senior Associate, Online Distribution accelerates BMO ETF penetration through BMO InvestorLine, Advice Direct, champions Smartfolio Pro to the DIY investor segment. You will partner closely with enterprise marketing for integrated go-to-market planning, oversee cross-channel campaigns (paid media, influencer activations, content marketing), collaborating with retail leadership, compliance, and platform teams to drive awareness, adoption, and measurable growth of GAM solutions.
Key Responsibilities
- Work with BMO InvestorLine to deepen on-platform BMO ETF penetration—identify shelf opportunities, training, feature placements, and programmatic moments that increase discovery and conversion.
- Support SmartFolio Pro strategy for DIY investors, including collaboration across marketing, and compliance to ensure audience-appropriate messaging and compliant execution.
- Collaborate with Enterprise Marketing to develop integrated marketing planning for SmartFolio Pro and related GAM initiatives, ensuring alignment with acquisition targets and lifecycle objectives.
- Partner with Retail leadership to design and execute branch enablement strategies for SmartFolio Pro and GAM products—lead branch skills training sessions, toolkits, and roadshows.
- Ensure retail, InvestorLine and Advice Direct training assets, scripts, and FAQs are current and compliant; measure field readiness and activation health.
- Collaborate with the existing team to build and manage influencer relationships that amplify GAM’s digital investing solutions across TikTok, Instagram, LinkedIn, YouTube, and Reddit.
- Stand up dashboards and reporting routines—adoption/penetration, conversion, CPA, ROAS, content engagement, and branch activation metrics.
Qualifications
- 5+ years in digital investing, or wealth management, with hands-on experience in partner engagement and integrated, multi-channel campaigns.
- Strong knowledge of digital platforms, and retail distribution strategies.
- Exceptional project management, stakeholder communication, and cross-functional collaboration skills.
- Familiarity with financial-services compliance and regulatory requirements.
- Partner management across platform, product, retail, and compliance.
- Clear, concise writing and executive-ready communication.
- 10% ad-hoc travel requirement.
Success Metrics
- Adoption of BMO ETFs and growth of GAM folios on Smartfolio Pro.
- Retail rollout delivered with measurable branch enablement and in-branch activation.
Key skills/competency
- Digital Investing
- Wealth Management
- Multi-channel Campaigns
- Partner Engagement
- Retail Distribution
- Project Management
- Cross-functional Collaboration
- Financial Compliance
- Influencer Marketing
- Performance Reporting
How to Get Hired at BMO
- Research BMO's culture and values: Study their mission, purpose, recent news, and employee testimonials on LinkedIn and Glassdoor to align your application.
- Tailor your resume for online distribution expertise: Highlight experience in digital investing, wealth management, multi-channel campaigns, and partner engagement.
- Showcase your cross-functional collaboration skills: Provide examples of successful projects involving marketing, retail, compliance, and platform teams.
- Prepare for behavioral interviews: Practice articulating how your project management and communication skills drive measurable growth in financial services.
- Demonstrate compliance understanding: Be ready to discuss your familiarity with financial-services regulatory requirements and how you integrate them into marketing strategies.
Frequently Asked Questions
Find answers to common questions about this job opportunity
01What is the primary focus of the Senior Associate, Online Distribution, Global Asset Management role at BMO?
02How will I contribute to ETF penetration through BMO InvestorLine?
03What kind of marketing collaboration is expected for SmartFolio Pro initiatives at BMO?
04What role does branch enablement play in this Senior Associate position at BMO?
05What type of experience is BMO looking for in digital investing for this role?
06How important are compliance and regulatory requirements in this role at BMO?
07What metrics will be used to measure success in the Senior Associate, Online Distribution role?
08Will I be involved in influencer marketing for BMO's digital investing solutions?
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