Senior Cash Management Specialist (FSI)

Sia Partners is seeking a Senior Cash Management Specialist (Contract or Full time) to join a client-embedded delivery program at a major North American bank. Embedded within the clients Canadian Sales team in Toronto you will serve as the primary point of contact for a portfolio of corporate and commercial banking customers navigating a structured transition to a new Canadian branch banking model.

This is a managed program role with defined KPIs and outcome accountability - not staff augmentation. You will own the full customer transition journey from initial engagement through go-live and post-cutover stabilization with the objective of protecting every customer relationship through a complex bank-initiated change while enabling the clients Sales team to focus on net new revenue.

The program runs in cohort waves over an 18-month period and involves new account openings compliance re-papering product implementation coordination and a structured handoff to ongoing relationship coverage.

KEY RESPONSIBILITIES

Customer Transition Ownership

• Own a portfolio of assigned customers end-to-end - from readiness assessment through compliance collection product implementation coordination go-live and post-cutover monitoring

• Assess each customers product complexity profile at engagement start; set clear timelines and expectations based on their specific situation

• Guide customers through the full transition experience managing objections and maintaining relationship momentum through a process that can feel disruptive from the customers perspective

• Coordinate with customer stakeholders to ensure readiness for implementation milestones including any product testing documentation or internal change management required on their side

• Execute a structured post-cutover monitoring period: confirm activity migration conduct proactive check-ins and close out the transition formally

Cross-Functional Coordination

• Partner closely with the clients Sales and Relationship Management teams; operate as a trusted day-to-day extension of the Canada Sales team

• Coordinate with Compliance and KYC teams to guide customers through account opening and documentation requirements including dual-jurisdiction scenarios

• Liaise with internal Migration Specialists and Product Implementation teams at defined handoff points; escalate customer-driven delays that risk program timelines

• Route all customer-facing communications through the clients Marketing and Communications function for approval prior to distribution

Sales Support and Revenue Protection

• Identify upsell and cross-sell opportunities within the transitioning customer portfolio and route them to the clients Sales team with a clear qualified brief

• Apply relevant product value and risk arguments at the point of transition to support adoption of enhanced product capabilities

• Flag fee-sensitive or at-risk accounts proactively; develop and execute targeted retention approaches in coordination with the Sales team

• Contribute to the broader commercial relationship by acting as a credible knowledgeable face of the program for corporate treasury stakeholders

Program Contribution

• Contribute to playbook iteration between cohorts: log recurring objection patterns escalation themes and process gaps; feed insights to the program team

• Participate in wave planning and capacity calibration sessions; provide input on customer-specific sequencing risks

Qualifications :

12 years of client-facing experience in Canadian cash and/or treasury management transaction banking at a major financial institution (Schedule I or Schedule III bank)

• Deep working knowledge of Canadian cash management products including deposit account structures payment rails (wires EFT/ACH cheques) receivables solutions (lockbox electronic) and online banking platforms; this is the primary qualification and is non-negotiable

• Hands-on experience with client onboarding in the cash management domain account opening compliance documentation and product implementation from the bank side

• Proven sales support or business development contribution experience working alongside or in direct support of Relationship Managers or Sales teams to grow and protect a corporate banking portfolio

• Working knowledge of US cash management products sufficient to navigate cross-border customer situations (US ACH wire account analysis billing)

• Proven ability to manage complex multi-stakeholder client situations setting clear expectations handling objections and driving outcomes without direct authority

• Strong written and verbal communication skills; able to engage credibly with corporate treasury stakeholders Sales partners Compliance and Product simultaneously

• Comfortable operating in a fast-paced client-embedded environment with shifting priorities and tight timelines

Preferred Qualifications:

• Prior experience in a bank-initiated customer migration or transition program (account restructuring branch consolidation product sunset) in a client-facing role preferably in Sales or Sales support function

• Familiarity with file-based payment products and testing environments from a client implementation perspective

• Understanding of Canadian regulatory and compliance frameworks (FINTRAC OSFI CPA Rules) at an operational level

• Knowledge of cross-border banking structures and the documentation complexity they create for corporate clients

• CTP (Certified Treasury Professional) CACM or equivalent cash management certification

• Bachelors degree in Finance Business or a related field

Additional Information :

Location & Logistics

• On-site in Toronto - this role requires physical co-location with the clients Canada Sales team for the program duration; candidates must be Canada-based or willing to commit to on-site presence in Toronto
• Program duration: approximately 1824 months
• Travel within Canada for customer meetings may be required for complex accounts

Compensation & Benefits

• Competitive base salary annual discretionary bonus
• Comprehensive benefits including medical dental and vision coverage
• Generous vacation and parental leave policies
• Professional development support and access to Sias global network

Our Commitment To Diversity

At Sia we believe in fostering a diverse equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information.

Hybrid Workplace Guidelines

Sia is committed to providing a flexible workplace environment that supports client business and market needs. Consultants located in our primary market office locationsToronto New York City Charlotte Seattle and San Francisco are expected to live within a reasonable commuting distance and attend the office at least three days or more per week. For applicants in other markets including those without a local office we offer more flexible in-person requirements to accommodate your location.

Sia is an equal opportunity employer. All aspects of employment including hiring promotion remuneration or discipline are based solely on performance competence conduct or business needs.

Remote Work :

No

Employment Type :

Full-time

Experience: years
Vacancy: 1