Senior Cash Management Relationship Specialist (FSI)

About the role

Sia Partners is looking for a Senior Cash Management Relationship Specialist (full-time or contract) to join a client-embedded delivery program at a major North American bank. Embedded in the client's Canadian Sales team in Toronto, you will be the primary point of contact for a portfolio of corporate and commercial banking customers moving to a new Canadian branch banking model. This is a managed program with defined KPIs and outcome accountability, running in cohort waves over about 18 months.

Key responsibilities

• Own a portfolio of customers end-to-end: readiness assessment, compliance collection, product implementation coordination, go-live and post-cutover monitoring
• Coordinate with the client's Sales and Relationship Management teams, and liaise with Compliance/KYC, Migration Specialists and Product Implementation teams
• Identify upsell and cross-sell opportunities and flag fee-sensitive or at-risk accounts for retention work with the Sales team
• Contribute to playbook iteration between cohorts and take part in wave planning and capacity calibration

Required profile

• 12+ years of client-facing experience in Canadian cash and/or treasury management, transaction banking at a major Schedule I or Schedule III bank
• Front-office Sales, Relationship Management or Sales Support experience, not an operations or back-office role
• Proven experience managing client transitions and implementing solutions with internal bank teams
• Deep working knowledge of Canadian cash management products (deposit account structures, wires/EFT/ACH/cheques, lockbox, online banking)
• Preferred: prior bank-initiated migration or transition program experience, FINTRAC/OSFI/CPA regulatory knowledge, CTP/CACM certification, Bachelor's degree in Finance or Business

What we offer

• Competitive base salary plus annual discretionary bonus
• Medical, dental and vision coverage, generous vacation and parental leave
• Professional development support and access to Sia's global network

The role is on-site in Toronto for the program duration (about 18-24 months), with possible travel within Canada for complex accounts.