A career as a Director, Client Onboarding in the Capital Markets Operations team at National Bank means acting as a strategic leader responsible for client onboarding operations and regulatory due diligence activities. In this role, you will have a positive impact on our organization through your expertise in capital markets operations, regulatory compliance, team leadership, and operational transformation.
You will lead a team dedicated to onboarding institutional Capital Markets clients and conducting periodic reviews while ensuring operational excellence, strong governance, and compliance with regulatory and internal requirements. Your leadership will help strengthen controls, improve efficiency, and support the evolution of operational practices across the business.
Your Role
• Lead a team of approximately 15 professionals responsible for due diligence reviews, account opening activities, and periodic client reviews for institutional Capital Markets clients.
• Develop team members through coaching, mentorship, and performance support while identifying opportunities for growth and skill development.
• Ensure the quality, accuracy, and timely execution of operational activities by collaborating closely with stakeholders throughout the client lifecycle.
• Drive operational transformation initiatives by simplifying, automating, and continuously improving processes, controls, and governance practices.
• Establish and monitor key performance indicators, operational controls, and reporting mechanisms to support a dynamic and high-volume environment.
• Represent your sector in strategic initiatives and cross-functional projects while building strong relationships with internal partners and influencing organizational outcomes.
Your Team
Within the Capital Markets Client Onboarding department, you are part of a large team of dedicated colleagues and report to the Senior Director. Our team stands out through its collaborative mindset, operational rigor, commitment to excellence, and focus on continuous improvement.
We aim to offer you maximum flexibility to promote your quality of life. This includes a hybrid work environment and a flexible, adaptable schedule.
The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.
Requirements
• Hold a bachelor's degree in Finance, Business Administration, Economics, or a related field and have a minimum of 3 to 5 years of people management experience.
• Demonstrate strong experience leading teams and managing relationships with multiple stakeholders in a complex environment.
• Possess in-depth knowledge of regulatory requirements applicable to financial institutions and client onboarding activities.
• Demonstrate strong knowledge of Capital Markets operations, processes, products, and ecosystem.
• Have experience leading operational improvement, transformation, automation, or process optimization initiatives.
• Demonstrate the ability to influence stakeholders and successfully deliver strategic initiatives in a fast-paced environment.
Languages:
English, French
Reason to require this language: you will need to work closely with our colleagues outside Quebec.
Skills
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Critical Thinking Diversity & Inclusion Emotional Intelligence Problem Solving Risk Management Stress Management Client-focused Decision Making Learning Agility Mobilization Partner Development Resiliency Strategy Execution Managerial Courage
Your benefits
In addition to competitive compensation, you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
* Health and wellness program, including many options
* Group insurance
* Generous pension plan
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved in community initiatives
* Telemedicine service
* Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
