Job DescriptionSia 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 client's 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 client's 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 customer's 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 customer's 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 client's 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 client's 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 client's 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
Qualifications12+ 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)
- Working knowledge of US cash management products sufficient to navigate cross-border customer situations (US ACH, wire, account analysis billing)
- Demonstrated hands-on client management and relationship management experience within a bank or financial institution, with direct responsibility for managing and supporting client accounts.
- Experience working in a front-office Sales, Relationship Management, or Sales Support function, with direct client interaction and ownership of client relationships, rather than an operations or back-office support role.
- Proven experience managing client transitions and implementations, including coordinating onboarding activities with internal bank operations, product, implementation, technology, and service teams.
- Ability to act as the primary client-facing point of contact throughout onboarding and transition activities, translating client requirements into actionable deliverables and coordinating execution across internal teams.
- Strong understanding of cash management products and solutions, with the ability to engage clients on their requirements, identify appropriate solutions, and support the delivery and implementation of those solutions.
- Experience managing complex institutional or corporate banking relationships, including stakeholder management, issue resolution, client communications, and coordination across multiple internal functions.
- Demonstrated ability to bridge front-office client needs with bank operations and implementation teams, ensuring a seamless client experience from solution design through onboarding and ongoing relationship management.
- 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
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
- Bachelor's degree in Finance, Business, or a related field
Additional InformationLocation & Logistics
- On-site in Toronto - this role requires physical co-location with the client's 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 18-24 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 Sia's global network
