remote
Senior Manager, Wealth Growth & Analytics - BMO Financial Group
Software Engineer
Leads analytics-driven revenue growth for wealth management, turning market data and client insights into acquisition strategies, lifecycle optimization, and targeted campaigns using advanced modeling and cloud‑based tools.
About the role
Key Responsibilities
- Partner with business leaders to define data‑driven acquisition and retention strategies for wealth management clients.
- Design, develop, and operationalize predictive models and segmentation frameworks to optimize lead generation and campaign performance.
- Oversee end‑to‑end insight generation, translating performance metrics into actionable recommendations for product, marketing, and sales teams.
- Manage a team of analysts and data scientists, fostering best practices in data engineering, analytics, and AI adoption.
- Ensure data quality, governance, and scalable architecture on cloud platforms (e.g., AWS) to support real‑time reporting and dashboards.
Requirements
- 7+ years of experience in analytics, data science, or quantitative roles within financial services, with a focus on client acquisition and growth.
- Proficiency in Python, SQL, and machine‑learning libraries (e.g., scikit‑learn, TensorFlow) for building predictive models.
- Strong background in data visualization tools (Tableau, Power BI) and translating complex analyses into clear business insights.
- Hands‑on experience with cloud environments (AWS) and data‑pipeline technologies.
- Excellent communication and stakeholder‑management skills, with a proven ability to influence senior leadership.
Skills
pythonsqlmachine learningaws