Managing Director-PM Head of Workplace Banking & Commercial Integration

06/21/2026

Address:

320 S Canal Street

Job Family Group:

Retail Banking Sales & Service

The Head, Workplace Banking & Commercial is accountable for enterprise sales strategy, field activation, and commercial integration of the Bank at Work offering across Retail, Small Business, and Commercial client portfolios. This role focuses on how Bank at Work is positioned, sold, and delivered to employer clients and their employees, translating product strategy into frontline execution and measurable client outcomes, ensuring the BMO product suite is positioned as a core differentiator in employer partnerships. The role activates employer relationships as an enterprise sales engine, translating Commercial client relationships into consumer and small business growth through frontline execution

The leader influences executive leaders across the bank, leads a cross functional operating model, and owns performance outcomes tied to consumer growth, commercial client value, and enterprise adoption of financial wellness programs. This role does not own Bank at Work product design, promotional economics, or enterprise product governance. Instead, it drives adoption, penetration, and client value realization through employer partnerships, relationship management, and financial center execution in alignment with the Employee Banking product owner.

A high-performing leader will:

• Own the go-to-market strategy for Workplace Banking as a competitive differentiator, including segmentation, sales motions, and execution models across Retail, Small Business, and Commercial portfolios
• Build a scalable program model that supports both the <800 employee retail-focused segment and 800+ commercial client segment.

Key Accountabilities:

Enterprise Strategy & Program Ownership

• Execute the multi‑year Workplace Banking strategy, including employer segmentation, client tiering, sales motions, and profitability targets.
• Define the differentiated approach for:
  • Retail/Small Business (<800 employees): high-volume, scalable, digitally driven programs.
  • Commercial (>800 employees): consultative, relationship-led programs with deeper on-site engagement and employer-level integration.
• Align program strategy with Corporate, Retail, Digital, Small Business, Business Banking, and Commercial leadership priorities.
• Create governance frameworks, operating models, and enterprise policies for consistent delivery of Bank at Work across regions and client segments.
• Monitor market dynamics, competitive positioning, and emerging employer and employee needs to inform the strategic direction, evolution, and prioritization of Workplace Banking segment programs.

Commercial & Business Banking Integration

• Partner with Commercial Banking leaders, Regional Presidents, and Relationship Managers to drive employer acquisition and retention through Workplace Banking.
• Serve as the executive-level subject matter expert during Commercial and Business Banking sales cycles, influencing client acquisition and retention.
• Lead strategic engagements with C suite, HR, Total Rewards, and Benefits leaders at partner companies.
• Equip frontline teams with sales narratives, employer value stories, and execution playbooks aligned to approved product strategy.
• Translate Commercial employer relationships into employee household and small business acquisition through coordinated employer activation and frontline engagement.

Field Execution & Financial Center Activation

• Own execution through financial centers (branches), BMO Virtual Connect, and field teams, ensuring consistent, compliant delivery of the Workplace Banking experience.
• Oversee onsite events, seminars, enrollment activities, and employer‑based activations delivered by frontline teams.
• Establish routines, coverage models, and capacity planning to align field resources to regional and employer priorities.

Employer & Employee Engagement Delivery

• Oversee employee engagement models, including workshops, financial wellness events, enrollment campaigns, and ongoing employer‑sponsored activities.
• Ensure experiences are tailored to diverse workforces, income segments, and regional needs while adhering to enterprise standards.
• Drive adoption of digital enrollment pathways and tools in partnership with distribution and marketing teams.

Leadership & Cross‑Functional Coordination

• Partner closely with the Head, Business Banking Products & Employee Benefits Banking to translate approved product strategy, offers, and rules into executable employer and field processes.
• Coordinate with Marketing, Compliance, Risk, Legal, and Technology to ensure compliant delivery and consistent employer experience.
• Act as the primary escalation point for field, employer, and distribution issues related to Workplace Banking execution.
• Foster a performance‑driven, customer‑centric culture that emphasizes collaboration across lines of business.
• Provide leadership across risk management, portfolio oversight, sales and marketing enablement, operational execution, and service delivery, while developing talent and leadership capability across a complex, cross‑functional operating model.

Performance Management, Insights & Reporting

• Own sales and adoption outcomes for Workplace Banking, including employer participation, employee enrollment, and distribution‑level contribution, including enterprise adoption and sales outcomes such as:

• New-to-bank households and small-business customers
• Deposit growth and consumer lending penetration
• Commercial client retention and program adoption
• Digital enrollment and financial wellness engagement

• Analyze performance trends, client feedback, and market intelligence to enhance sales approaches and activation models
• Present program results, business cases, and future-state roadmap recommendations to executive leadership.

Risk Management & Regulatory Compliance

• Maintain rigorous adherence to compliance, consumer/privacy regulations, and audit requirements.
• Ensure event protocols, data handling, marketing practices, and client interactions meet regulatory and brand standards.
• Govern ethical engagement with employer partners to protect customer information and uphold the bank’s reputation.

Qualifications:

• 15+ years of experience in commercial banking, sales leadership, client engagement, distribution strategy, or enterprise growth program execution.
• Proven success leading large‑scale sales or relationship management teams in a matrixed environment, revenue growth, and client acquisition.
• Deep understanding of Commercial and Business Banking sales motions, employer decision dynamics, and frontline execution and distribution models.
• Strong executive presence with demonstrated ability to influence senior leaders and employer executives.
• Experience executing complex, multi‑segment programs at scale while maintaining compliance and brand standards.

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 http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

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.