Senior Product Manager, Client Onboarding
Top Benefits
About the role
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets
Job Description
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.
Key Responsibilities
Product Strategy & Roadmap
Define and maintain the product vision and roadmap for Client Onboarding solutions. Align product strategy with business objectives, regulatory requirements, and client needs.
Deliver Business Outcomes
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.
Stakeholder Management
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.
Process Optimization
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.
Delivery & Execution
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.
Metrics & Reporting
Define OKRs and KPIs to measure onboarding efficiency, client satisfaction, and business impact. Provide regular updates to senior leadership on progress, risks, and opportunities.
Qualifications
Education: Bachelor’s degree in Business, Finance, Technology, or related field; MBA or equivalent preferred.
Experience
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.
Skills
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.
The salary range for this role is $110,000 up to $125,000 CAD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)
Salary
Pay Type
Salaried
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/ca/en
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
About BMO Capital Markets
BMO Capital Markets is a leading, full-service North American financial services provider operating in 16 North American offices and 29 worldwide, offering corporate, institutional and government clients access to a complete range of investment and corporate banking products and services.
BMO Capital Markets is a member of BMO Financial Group (TSX:BMO)(NYSE:BMO), one of the largest diversified financial services providers in North America.
Similar Jobs
Senior Product Manager, Client Onboarding
Top Benefits
About the role
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets
Job Description
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.
Key Responsibilities
Product Strategy & Roadmap
Define and maintain the product vision and roadmap for Client Onboarding solutions. Align product strategy with business objectives, regulatory requirements, and client needs.
Deliver Business Outcomes
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.
Stakeholder Management
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.
Process Optimization
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.
Delivery & Execution
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.
Metrics & Reporting
Define OKRs and KPIs to measure onboarding efficiency, client satisfaction, and business impact. Provide regular updates to senior leadership on progress, risks, and opportunities.
Qualifications
Education: Bachelor’s degree in Business, Finance, Technology, or related field; MBA or equivalent preferred.
Experience
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.
Skills
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.
The salary range for this role is $110,000 up to $125,000 CAD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)
Salary
Pay Type
Salaried
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/ca/en
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
About BMO Capital Markets
BMO Capital Markets is a leading, full-service North American financial services provider operating in 16 North American offices and 29 worldwide, offering corporate, institutional and government clients access to a complete range of investment and corporate banking products and services.
BMO Capital Markets is a member of BMO Financial Group (TSX:BMO)(NYSE:BMO), one of the largest diversified financial services providers in North America.