Own and grow the GTB relationship across Financial Institutions clientsA career as a Director, Global Transaction Banking within National Bank of Canada Capital Markets (NBCCM) means acting as a senior, trusted advisor to financial institutions and institutional clients on liquidity, deposits, cash management, payments and transaction banking solutions. In this role, you will own and develop an existing strategic portfolio of FIG relationships while originating new opportunities in partnership with Investment Banking, Global Credit Markets and broader Capital Markets coverage teams.
The mandate is specifically focused on non-Bank -Financial Institutions (NBFIs), and other regulated financial institutions, insurance companies, asset managers, pension funds, private capital firms and payment providers. The Director will combine deep client engagement with strong knowledge of institutional liquidity and operating models to increase deposit share of wallet, transaction banking revenues and primary house-bank relationships.
You will work in close proximity with Capital Markets Treasury, Risk Management Solutions, Commercial Banking, Wealth Management, Product, Operations and Technology to structure and deliver sophisticated solutions for complex institutional clients, while ensuring disciplined pricing, risk management and execution.
Your Job- Own, develop and grow an existing portfolio of strategic FIG clients, with direct accountability for relationship development, client experience, deposits and non-credit revenue.
- Originate and execute deposit, liquidity, cash management, payment and broader transaction banking opportunities across insurers, asset managers, pension funds, private capital and other NBFIs.
- Partner with FIG Investment Banking, Global Markets and relationship teams to identify client liquidity pools, increase GTB share of wallet and position National Bank as a primary transaction banking partner.
- Advise clients on operating cash, liquidity, account structures, payment flows and treasury needs, developing customized solutions aligned with their operating and regulatory requirements.
- Develop targeted strategies for institutional deposit gathering, including operating balances, HISA / interest-bearing solutions, fixed-term deposits and other approved liquidity solutions.
- Lead senior client discussions, pitches and account planning in coordination with internal partners, converting strategic dialogue into measurable revenue and deposit outcomes.
- Apply disciplined pricing and relationship economics, balancing deposit value, liquidity characteristics, client sensitivity, funding objectives and total relationship profitability.
- Collaborate with Capital Markets Treasury, Risk Management Solutions, Product, Operations, Technology, Legal, Compliance and other Bank partners to deliver coordinated, client-centric solutions.
- Monitor market, regulatory and competitive developments affecting FIG liquidity and transaction banking needs and translate insights into proactive client strategies.
- Represent NBCCM at relevant industry and client events, strengthening the Bank's visibility and connectivity across the FIG ecosystem.
Your TeamYou will be part of the expanding Global Transaction Banking team within Corporate & Investment Banking, Capital Markets, working closely with the Financial Institutions Group and senior partners across the Bank. You will report to the Managing Director - Global Transaction Banking.
This is a senior contributor role with significant client exposure and cross-functional influence. We are looking for an entrepreneurial, commercially minded professional who can independently manage complex institutional relationships, navigate a matrixed organization, and mobilize internal partners around client opportunities.
This position is onsite, five days per week, based in our Toronto or Montreal office.Requirements- Post-secondary education with 7+ years of relevant experience in transaction banking, treasury services, financial institutions coverage, corporate banking, capital markets or related financial services discipline.
- Demonstrated experience working with Financial Institutions clients and a strong understanding of the operating models and treasury needs of banks, insurers, asset managers, pension funds, private capital firms and/or other NBFIs.
- Demonstrated expertise in deposit gathering, liquidity and cash management, with strong knowledge of payments and associated transaction banking products.
- Strong understanding of institutional deposit economics, pricing, liquidity characteristics, relationship profitability and the broader Capital Markets environment.
- Proven ability to originate opportunities, lead senior client discussions and convert client needs into commercially viable solutions.
- Excellent executive communication, negotiation, presentation and relationship management and stakeholder influence skills.
- This role may be based in Toronto or Montreal. For employees based in Montréal, French language proficiency, both written and spoken, is required.
- Treasury Professional Certification (CTP) or comparable designation is an asset.
- Ability to travel regionally and internationally, as required.
Success in the Role- Growth in quality FIG deposits, transaction banking revenues and client share of wallet.
- Expansion of primary-bank and strategic treasury relationships across priority FIG clients.
- Conversion of targeted FIG opportunities into measurable client and franchise outcomes.
- Strong client experience, disciplined pricing and sustainable total relationship profitability.
- Effective collaboration across FIG, Global Markets, Treasury and broader Bank partners.
Languages: English
Reason to require this language: you will need to serve clients who speak a language other than French regularly.
SkillsPress space or enter keys to toggle section visibility
Cash Management Communication Customer Relationship Management Diversity & Inclusion Emotional Intelligence Entrepreneurship Financial Markets Teamwork Empathy Resiliency Influencing Strategic Advisory Humility Institutional Clients Results-driven
Your benefits In addition to competitive compensation, upon hiring 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
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement 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 value employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
